U.S. federal trademark · Serial No. 78963942
Financial services, namely, providing financial account management in the nature of account aggregation of user information from multiple sources; Financial portfolio management; Financial services, namely, providing an online aggregated portfolio consisting of separate accounts of a user in the field of securities, stocks, and commodities; Financial account services, namely, electronic account opening, information gathering, trade order execution, and check submission.
Financial account tracking; Financial account reporting; Financial performance reporting; Customized report generation pertaining to financial account performance.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.