EMPOWER PERSONAL WEALTH

Downloadable software in the nature of a mobile application for accessing financial records related to employer-sponsored defined contribution plans and defined benefit plans provided through government agencies and employers and to individual retirement and investment accounts; downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants with regard to plans distributed to institutions, government agencies, and employers; downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution, defined benefit plans, individual retirement accounts and individual investment accounts; downloadable software for financial record keeping and retirement fund management; downloadable Computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for transaction processing in the field of personal finance, banking, 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 and tax planning; 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 the field of financial services for managing investment accounts; downloadable computer software and downloadable software applications for trading securities; 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 for managing investment transactions, savings, payments, expenses and billing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for the electronic exchange and management of financial, banking, 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 by investment advisors to obtain client account and other data about funds and accounts; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for 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 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 investments; 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 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

Printed materials, namely, brochures, newsletters, manuals, guides and printed instructional materials in the fields of accounting, business, finance, investments, retirement planning, and tax planning

Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans; financial record keeping for regulatory compliance purposes; enrollment processing services being administration of employer-sponsored defined contribution and defined benefit plans; financial record keeping services for retirement and investment accounts; Database management; management of an online database where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; referrals in the field of investment advice and financial planning; directing orders for securities trades by means of computer software and applications for the purpose of directing the trades to the best location for executing such orders; providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; providing industry information relating to the personal finance industry; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing business information via a website; providing information and news in the field of business; business advisory services, consultancy and information; information services relating to business matters

financial administration of employee pension plans and retirement plans; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and an online computer database in the field of the financial administration of employer-sponsored defined contribution and defined benefit plans; Administration of health savings accounts; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing a wide variety of investment banking services, namely, management of online investment accounts, issuing of atm and debit cards, and credit card payment processing services and providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services in the nature of credit card transaction processing services via computer and communication networks; providing online investment management services; investment advisory services; retirement fund investment services; retirement plan administration services in the nature of financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; providing financial information pertaining to personal finance, banking, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services

Providing temporary use of online non-downloadable software applications for use in the field of personal finance, investments and accounting for transactions processing; providing temporary use of online non-downloadable software applications for accessing financial account information; providing temporary use of online non-downloadable software applications for budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software applications for configuring and receiving alert messages regarding account balances and transactions; providing temporary use of online non-downloadable software applications for banking, bill payment and electronic payment of debts; providing temporary use of online non-downloadable software applications for financial planning and management, investment management, and retirement planning; enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, and investments, all via computer and communication networks; Monitoring of computer systems for security purposes for detecting unauthorized access or data breach, namely, monitoring of computer systems containing investment accounts and other financial accounts for security and identity threats; providing financial fraud and identity theft protection services, namely, Electronic monitoring of personally identifying information to detect identity theft via the internet; providing a website featuring technology that enables users to customize the management of an individual's investment and other personal financial accounts, monitor transactions and account balances daily, and track and report budget and spending; providing a website featuring technology that enables users to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers