U.S. federal trademark · Serial No. 77568321 · Reg. No. 3800329
Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location
Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.