U.S. federal trademark · Serial No. 50139542
Downloadable software in the nature of a mobile application for providing financial account information and managing and tracking wealth and investments; Downloadable software in the nature of a mobile application for accessing and conducting electronic banking services
Banking services; Online banking services; Banking services, namely, commercial banking, personal banking, mortgage banking, electronic banking, mobile banking and treasury management; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage lending; Mortgage refinancing; Home equity loans; Providing home equity lines of credit; Construction loans; Commercial loans; Providing personal loans and lines of credit; Financial planning; Financial advisory and consultancy services relating to asset custody account services for individuals, self-directed IRAs, trusts, non-profits and corporations, trustee services, agency services for trustees; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial trust planning; Investment advisory services; Investment management; Trustee services; Financial administration of retirement plans; Financial administration of estates, financial accounts, third party accounts, and trusts; Financial trust administration; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; Electronic payment services involving electronic processing and subsequent transmission of bill payment data
Providing on-line non-downloadable software for accessing financial account information, and managing and tracking wealth and investments; Providing a website featuring on-line non-downloadable software that enables users to access financial account information, and manage and track wealth and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.