Filed Oct. 15, 2026

Serial No. 50163581

Class Downloadable software for managing credit card accounts, for managing bank accounts, for managing spending accounts, for managing investment accounts, for tracking payment receipts, for providing users with budgeting information and advice, for reporting financial and banking information to users, for recording income and expenses, for reporting income and expenses; Downloadable software for financial investment, for creating asset portfolios for users; Downloadable software for providing users with a financial management system that integrates checking accounts, savings accounts, and investment accounts; 021; 023; 026; 036; 038

Case Type Trademark