How AssetLock® Personal Works
First, the investor links his or her retirement account to AssetLock® Personal. Next, the investor sets the AssetLock® Percentage; this is the maximum downside (or loss) the investor is willing to experience in that account.
The AssetLock® Percentage can range from 5%-30% and is always based on the High-Water Value (the highest value the account has reached). As AssetLock® monitors the account, the investor will receive text and/or email notifications of new account highs, and if the account is nearing or has reached the AssetLock® Percentage (the maximum downside value).
With AssetLock® Personal, your clients are in complete control over the AssetLock® Percentages on their accounts, and can even customize their alerts to best meet their needs!
Help protect your gains with AssetLock®: The chart above demonstrates using AssetLock® with a portfolio where a 10% AssetLock® Value was chosen. Assuming an initial deposit of $100,000 and eventual growth to $146,793, the resulting AssetLock® Value would be $132,114.
Current Account Value
Actual daily account value based on data of the close of the Stock Market the previous business day.
Highest value account has reached. This value increases as the account grows and will not decrease due to loss.
Market value for account, assuming that the account maintained the original investment mix.
This is the high-water value less the maximum percentage of loss the investor is willing to incur.