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Online banking services; online financial planning, namely, online financial tools in the nature of financial information for use by others via an Internet website to aid in the creation of personalized strategies to achieve financial goals; financial services, namely, online portfolio management; providing information in the fields of banking, financial planning, financial literacy, financial goal setting, and investments

Online financial tools in the nature of a website featuring online non-downloadable software for use by others via an Internet website, and providing temporary use of online non-downloadable software, namely, an interactive digital mobile platform accessible through a portal where such services aid in the creation of personalized strategies to achieve financial goals