At AssetLock®, your security and protection are of the utmost importance. That’s why we partnered with Morningstar ByAllAccounts to bring you AssetLock® Personal. Morningstar ByAllAccounts has provided data aggregation services for 13+ years and works with over 15,000 institutions to aggregate over $1.6 trillion in account data daily.

Your Data Is Secure.

We employ industry-leading technologies and policies to protect the confidentiality and privacy of each user’s financial and personal data and vigilantly update our systems to stay at the forefront of security, privacy, and continuity protection. To assure this security, we employ a number of different technologies including network security, application security, and encryption including the following:


Digital Certificates

Secure Connection – HTTPS

Session Management

Data Encryption

Financial Data Access Roles

Audit Logs and Notifications

Investor Account Access

No Password Retrieval