Classe 9
Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor use in the field of personal financebankinginvestments and accountingspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in retirement and tax planningspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in the field of financial servicesspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; computer software and applications for trading securities; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in financial transaction processing and managementspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing financial records; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing banking transactionscheckssavingspaymentsexpenses and billing; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers used for the electronic exchange and management of financialbankinginvestingpersonal net worth data; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for maintainingmanaging and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for initiatingprocessing and tracking financial transactions; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by investment advisors to enter securities trading ordersto receive confirmation of such ordersto obtain price informationbalance information and other data about funds and accounts; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in obtaining access to a web site which provides newsinformation and online financial services; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by individuals and financial investment advisors in portfolio allocationsector analysisportfolio modeling and portfolio rebalancingspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in online security and authenticationincluding account and identity managementsecurity measureselectronic safeguards protecting online accountsspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time
Classe 16
Printed materialsaccounting and financial formsbank checksblank formsbookkeeping formsbusiness formsbrochuresnewslettersmanualsguides and printed instructional materials in the fields of computer software and applicationsaccountingbusinessfinanceinvestmentsretirement planningtax planning
Classe 35
Database management; Management of an online database where individuals may store financialretirement and investment related data; Financial and investments records management servicesorganizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business newsinformationopinion and advice via computer networksincluding global computer networksmobile devices and online services; Providing economic information for business purposesaggregated economic data from various sources for purposes of researching and analyzing investments of individualsby electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entryorder directing and order confirmation services to customers in the field of investing
Classe 36
Providing web-basedautomated and customized personal financial management servicescustomized management of an individual's investmentbanking and other personal financial accountsdaily monitoring of transactions and account balancesbudget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balancestrack spending and personal budgetsmanage investment and retirement accountsconsolidate online access to third party financial and investment websites; Financial servicesenabling users to retrieveaggregateanalyze accounttransactionbalance information from a wide variety of sourcesincluding banks and other financial institutionscredit card and debit card issuersconsumer and mortgage lenderspersonal bills and expense accountsother online financial transaction providers; Financial servicesbank account management servicesinvestment brokerage servicesfinancial planning for retirementfinancial planning servicesconsumer lendingmortgage lendingsecurities brokeragecredit reportingpayroll tax debiting servicesbill payment servicesall via computer and communications networks; Providing a wide variety of banking servicesonline savings and checking accountsATM and debit cardsbank transaction monitoringpayment services and providing financial servicesprocessing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cashcredit carddebit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Retirement plan administration services; Investment management services; Brokerage and distribution of mutual fundssecurities and annuities; Wealth management services; Providing customized investment objectivesmanaging separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocksexchange traded funds and other types of securitiespreparing investment strategies and selecting comprehensivedynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal financebankinginvestments and retirement planningthrough electronic means; Providing information consisting of financial newsinformationopinion and advice via computer and communication networksincluding global computer networksmobile devices and online services
Classe 42
Providing temporary use of online non-downloadable software and applications for use in the field of personal financeinvestments and accountingspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit accountcredit card account and other financial account informationspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording and tracking financial transactionsspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactionsspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Providing temporary use of online non-downloadable software and applications for use in bankingbill payment and electronic payment applicationsspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsretirement planning and related applicationsspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applicationsspecifically aggregating a user's investment portfolio (securities and cash)expressed as an indexed representation of its market value over time; Enabling computer software and application hosting serviceshosting software programs and applications for use in managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks
Classe 45
Monitoring of computer systems for security purposesprovide monitoring of bankbrokercredit card and other financial accounts for security and identity threats; Providing financial fraud and identity theft protection services