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(Based on Intent to Use) financial investment consulting services; financial planning and advisory services; financial asset management; financial planning for retirement; financial counseling services; (Based on Use in Commerce) financial services, namely, credit and debit card services in the nature of credit card and debit card transaction processing services; loyalty program payment processing services; ATM banking services; checking account services; savings account services; debit account services featuring a computer readable card; bill payment services; credit, financing and loan services; consumer lending services; consumer credit consultation; financial services, namely, electronic remote check deposit services; electronic money transfer; banking services; online banking services; online banking services enabling users to directly deposit tax refunds into checking or savings accounts; electronic transaction processing services related to deposits of tax refunds payments

(Based on Intent to Use) software as a service services featuring software for family financial management, namely, to facilitate financial control, auditing, and to allow communication between users; providing online non-downloadable software for tax calculation, tax planning, and tax return preparation and filing; providing online non-downloadable software for comparing, managing, and purchasing insurance offered by third parties; providing online non-downloadable software for providing information about insurance offered by third parties; (Based on Use in Commerce) Software as a service services featuring software for allowing users to search, identify, and redeem loyalty reward offers; software as a service services featuring software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills, conducting financial transactions and transferring money; software as a service services featuring software for processing electronic funds transfers and payments made via credit card, debit card, and electronic check; software as a service services featuring software facilitating electronic, mobile and online payments; Software as a service featuring software for processing electronic payments and for transferring funds to and from others