SAVE WITH CHOICE

Owners

Goods & Services

Promoting the goods and services of others through an incentive rewards program to promote the sale of financial services; online financial services to facilitate incentive rewards programs by providing incentive rewards programs to promote the sale of products and services of others

Financial trust operations for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; financial administration of individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial retirement plans; financial investment brokerage services for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; online financial services, namely, financial administration of individual retirement arrangements, financial management of individual retirement arrangements, providing secure commercial transactions and payment options, electronic funds transfer services, providing financial information and financial trust operations for individual retirement arrangements

Downloadable mobile applications for digital banking and financial services, namely, managing financial accounts, conducting financial transactions and accessing financial information, and facilitating incentive rewards programs

Providing temporary use of online non-downloadable software, web applications, and computer software platforms for digital banking and financial services, namely, managing financial accounts, conducting financial transactions and accessing financial information, and facilitating incentive rewards programs