U.S. federal trademark · Serial No. 86546167 · Reg. No. 4965890
Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
[ downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts ]
providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.