Filed Nov. 5, 2021

Serial No. 97975740

Registered Oct. 27, 2026

Registration No. 8,524,460

Class Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; electronic payment services involving electronic processing and subsequent transmission of bill payment data; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. financial administration of Retirement plans administration services; Investment management services; Brokerage and distribution of mutual funds, securities and annuities; Wealth management services; investment consultancy; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; providing an online searchable database featuring financial information in the fields of retirement and investment; providing economic information and research in the field of finance and financial investments to individuals by electronic means; providing information in the field of personal finance; financial investment analysis; providing information in the field of personal finance; 100; 101; 102; 100; 101

Case Type Service mark