Filed April 14, 2023

Serial No. 97888384

Examining Attorney CAROLYN DETMER

Interlocutory Attorney ANN LINNEHAN VOGLER

Class Downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for accessing account data and carrying out transactions in the field of personal finance, investments, and accounting; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for retirement planning; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial records management in the field of financial services; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and downloadable computer application 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 and downloadable computer application 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 and downloadable computer application 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 and downloadable computer application 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 and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and downloadable computer application 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 authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts; Downloadable computer software for recordkeeping and management of retirement accounts; Downloadable computer software for migration and transfer of financial accounts; Downloadable mobile applications using artificial intelligence and machine learning in the fields of finance, retirement, investments, personal finance, and wealth management; Downloadable computer software for the creation of personalized financial strategies; Downloadable computer software for debt management, savings strategies, and budgeting; Downloadable computer software for use as a digital wallet; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101; 107; 100; 101

Case Type Trademark Service mark