Computer software for personal financial management; computer software for online banking, trading, brokerage, investment, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks

Financial investment brokerage services; Financial and investment services, namely, management, investment and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial research and equity research brokerage services; Providing financial information; Financial risk management and consulting; Monitoring financial markets for investment purposes; Financial asset management; Financial portfolio management; Electronic financial trading services; On-line financial planning services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing web-based, automated and customized personal financial management services