INSTITUTIONAL INTELLIGENT PORTFOLIOS
Mark Identification

INSTITUTIONAL INTELLIGENT PORTFOLIOS

Serial Number

86546167

Filing Date

Feb 25, 2015

Registration Date

May 24, 2016

Trademark by

CHARLES SCHWAB & CO. INC.

Active Trademark

Classification Information

[ downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts ]

Electrical and Scientific Apparatus

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments

Insurance and Financial

providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts

Computer and Scientific