U.S. federal trademark · Serial No. 85796672 · Reg. No. 4364865
Providing a secured-access website that gives registered users the ability to view, copy, print, and download documents for the management of the practice of financial investment managers, namely, account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting, investment tracking, and customer relationship management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.