U.S. federal trademark · Serial No. 88833352
Online non-downloadable software for providing a platform enabling users to manage self-directed individual retirement accounts via viewing and sharing investment information and electronic documents; Online non-downloadable software for providing a platform to enable administration of financial transactions involving self-directed individual retirement accounts; Online non-downloadable software for providing a platform for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts; Online non-downloadable software for providing a platform to enable opening self-directed individual retirement accounts and investing in private company securities, real estate and digital assets using funds from self-directed individual retirement accounts; Online non-downloadable software for providing a platform enabling users to manage financial transactions involving self-directed individual retirement accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.