Downloadable computer software for investment advisory, investment research, and investment portfolio management; Downloadable computer software for investment brokerage services, trading of investment securities and for viewing, monitoring and managing investment accounts, and for researching and identifying additional investment opportunities; Downloadable computer software for streaming of audiovisual media content in the fields of investment, finance, and business; Downloadable computer software for collecting financial data from multiple accounts into a single location for financial review analysis

Investment advice; Investment of funds; Financial investment brokerage services; Investment management; Securities trading and investing services for others via the internet; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis

Providing temporary use of non-downloadable computer software for viewing, monitoring and managing investment accounts, and for researching and identifying additional investment opportunities

Personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs