U.S. federal trademark · Serial No. 88433568
Financial record-keeping for benefit accounts; Financial record-keeping for benefit accounts via the Internet
Administration of employee welfare benefit plans concerning insurance and finance; Investment by electronic means; Financial information provided by electronic means in the field of investments and benefits administration; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.