U.S. federal trademark · Serial No. 88134398
Providing a website featuring temporary use of non-downloadable software for use for managing and monitoring bank accounts, investments and retirement plans
Downloadable mobile application for managing and monitoring bank accounts, investments and retirement plans
Banking services; Investment management and advice; financial advice; Financial services, namely, providing financial information in the field of retirement, financial planning and consulting for retirement, financial administration of retirement plans and individual retirement account services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.