Forgot your password? Click here to reset it.
AssetLock® is a tracking software used to monitor the performance/growth of a clients' portfolio, and to predetermine the amount of downside the client/s is/are willing to tolerate. It is NOT an actual stop loss, and will NOT automatically sell the individual securities in the portfolio. Therefore, the AssetLock® value is a reference point to encourage a conversation between Jenkins Wealth and the client/s, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the Assetlock® percentage or reallocate to a different risk profile. If the client/s cannot be located, and the portfolio has reached the Assetlock® value, the client/s authorizes Jenkins Wealth to liquidate the portfolio and move all the assets into cash.During any liquidation process, there is no guarantee the exact Assetlock® value will be captured, nor that the assets will be sold the very same day, but rather the notification will alert both the client/s and Jenkins Wealth that the portfolio needs to be sold and moved into a cash account at Jenkins Wealth’s earliest opportunity.