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SNAPTRADE

99848079 | Trademark citeCite Docket

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Filed May 27, 2026
Serial No. 99848079
Examining Attorney null
Class Providing online non-downloadable computer software platforms for enabling users to connect third-party financial software applications with brokerage accounts via application programming interfaces (APIs) for retrieving, aggregating, synchronizing and managing financial account data, portfolio information, securities holdings and transaction history data, and for enabling financial account connectivity, portfolio orchestration, automated financial workflows and interoperability between financial software applications; Platform as a service (PAAS) featuring computer software platforms for enabling users to connect third-party financial software applications with brokerage accounts via application programming interfaces (APIs) for retrieving, aggregating, synchronizing and managing financial account data, portfolio information, securities holdings and transaction history data, and for enabling financial account connectivity, portfolio orchestration, automated financial workflows and interoperability between financial software applications; Software as a service (SAAS) services featuring software for enabling users to connect third-party financial software applications with brokerage accounts via application programming interfaces (APIs) for retrieving, aggregating, synchronizing and managing financial account data, portfolio information, securities holdings and transaction history data, and for enabling financial account connectivity, portfolio orchestration, automated financial workflows and interoperability between financial software applications; Providing temporary use of on-line non-downloadable software for enabling users to connect third-party financial software applications with brokerage accounts via application programming interfaces (APIs) for retrieving, aggregating, synchronizing and managing financial account data, portfolio information, securities holdings and transaction history data, and for enabling financial account connectivity, portfolio orchestration, automated financial workflows and interoperability between financial software applications; 100; 101
SNAPTRADE
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 4 days, 16 hours ago
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