Filed Sept. 16, 2022

Serial No. 97593954

Examining Attorney REBECCA E RUIZ SANTIAGO

Interlocutory Attorney ASHLYN LEMBREE

Class Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing, maintaining, managing and reporting financial information in the field of personal finance, banking, investments and accounting; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of retirement and tax planning; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for performing queries and transactions, for storing, modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the field of financial services; downloadable computer software and applications for trading securities; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for processing and managing financial transactions; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checking accounts, savings accounts, payments, expenses and billing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for authenticating users and controlling access to and communications with computers and mobile devices; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, account and identity management, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; 021; 023; 026; 036; 038; 002; 005; 022; 023; 029; 037; 038; 050; 100; 101; 102; 100; 101; 102; 100; 101

Case Type Trademark Service mark