U.S. federal trademark · Serial No. 87606370 · Reg. No. 5452114
Providing a web-based platform featuring on-line non-downloadable software that enables users to monitor income events (dividend, interest, and other corporate actions), identify tax and election opportunities on those events, and supporting those elections through a customized interface
assisting financial institutions in making proper withholding tax elections to their depository, custodian, withholding agent, or another financial institution for income events (dividends, interest, and other corporate actions), all in the nature of tax advisory services
assisting financial institutions in making proper withholding tax elections to their depository, custodian, withholding agent, or another financial institution for income events (dividends, interest, and other corporate actions), all in the nature of tax payment processing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.