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Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund management; mutual fund investment services; 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 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 via computer and communication networks, namely, processing debit card transactions; providing online investment advisory services; investment advisory services; retirement fund investment

Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website 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; Financial services, namely, 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; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration services; 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; Customized collections of individual

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 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.