U.S. federal trademark · Serial No. 90350473 · Reg. No. 6497869
Providing temporary use of non-downloadable online computer financial and investing software application via a global computer network for purpose of brokerage and trading investment transactions, accessed through online networked computers with web browsers or through software applications on mobile devices; Providing temporary use of non-downloadable online computer financial and investing software that provides information and recommendations promoting diversification and customer's preferences within individual investment accounts, that also limit the percentage invested in any particular publicly traded stock; Providing temporary use of non-downloadable online computer financial and investing software that enables an automated portfolio management account service to automatically direct a percentage of a customer's investment portfolio towards a select group of publicly traded assets, either stocks, exchange-traded funds, mutual funds, or bonds, as selected by an investment advisor; Providing temporary use of non-downloadable online computer financial and investing software that enables the customer to invest in individual equities, as selected from a pre-screened list curated by an investment advisor, for the remaining percentage of their investment portfolio, while limiting the percentage that the customer may invest in any individual equity
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.