88674594
Oct 30, 2019
Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts, self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software for administration of financial transactions in the nature of alternative investments; Providing a website featuring non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate, precious metals and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage financial transactions involving alternative investments; Providing a website featuring non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring technology that allows users to send and receive financial records; Providing banking and financial services through a secure online portal; providing financial services in the nature of providing bank and financial account information through a secure online portal; Online banking services; mobile banking services; Providing online bill payment and remote check deposit services by mobile devices; automated teller machine services; checking account services, savings account services; financial administration of retirement plans; administration of health savings accounts; credit card transaction processing services; debit card transaction processing services; commercial and residential real estate financing and lending services; home equity lending services; mortgage lending services; cash advance services; check cashing services; issuance of cashier's checks and money order services; travelers check issuance services; bill payment services; mortgage brokerage services; safe deposit box services; Banking services; electronic banking services; internet banking services; private banking services; personal and consumer banking services; business, commercial, and retail banking services; international banking services; checking, savings and money market account services; banking services featuring the provision of regular and jumbo certificates of deposit; financing and loan services, namely, providing personal and consumer loans and lines of credit; home mortgage lending services; home equity loan services; financing and loan services, namely, providing commercial lines of credit; commercial mortgage lending and loan services; financing of term loans; individual retirement account services; employee retirement account services; personalized financial planning services
Insurance and Financial