FREEDOM ACCOUNT

Owner

Goods & Services

Providing temporary use of online non-downloadable software, web applications, and computer software platforms for managing non-qualified investment accounts, monitoring investment portfolios, conducting financial transactions, transferring funds, accessing financial and investment information, performing financial planning and wealth management functions, and facilitating incentive rewards programs

Financial records management of financial planning, investment, and wealth management documents for holders of non-qualified investment accounts

Financial services, namely, providing non-qualified investment accounts; financial administration of non-qualified investment accounts; financial management of non-qualified investment accounts; financial custody services, namely, maintaining possession of financial assets for others; financial trust administration services; brokerage of securities and other investment products; investment advisory services; investment management services; financial planning and wealth management services; providing financial information in the fields of investment management, wealth management, and non-qualified investment accounts; digital banking services; electronic funds transfer services; providing secure commercial transactions and payment options; online financial services, namely, financial administration and financial management of non-qualified investment accounts; cash management services; financial portfolio management services; financial consultation services relating to investment and wealth accumulation