U.S. federal trademark · Serial No. 86384372 · Reg. No. 4767536
Providing on-line, non-downloadable, interactive software for managing investments; Providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings
Providing automated and customized personal financial management services, namely, user-directed management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; Financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.