| 11693547 |
User interfaces and system including same |
Michael Scott Ley, Christine Johns, David Wisely Vondle, Chui-Ling Michelle Moy, Jennifer M. Levin +1 more |
2023-07-04 |
| 11693548 |
User interfaces and system including same |
Michael Scott Ley, Christine Johns, David Wisely Vondle, Chui-Ling Michelle Moy, Jennifer M. Levin +1 more |
2023-07-04 |
| 11475523 |
Investor retirement lifestyle planning tool |
Isabel Ford, Erin Koch, Jonathan Randall |
2022-10-18 |
| 11475524 |
Investor retirement lifestyle planning tool |
Isabel Ford, Erin Koch, Jonathan Randall |
2022-10-18 |
| 11287966 |
User interfaces and system including same |
Michael Scott Ley, Christine Johns, David Wisely Vondle, Chui-Ling Michelle Moy, Jennifer M. Levin +1 more |
2022-03-29 |
| 11269507 |
User interfaces and system including same |
Michael Scott Ley, Christine Johns, David Wisely Vondle, Chui-Ling Michelle Moy, Jennifer M. Levin +1 more |
2022-03-08 |
| 10891037 |
User interfaces and system including same |
Michael Scott Ley, Christine Johns, David Wisely Vondle, Chui-Ling Michelle Moy, Jennifer M. Levin +1 more |
2021-01-12 |
| 10891036 |
User interfaces and system including same |
Michael Scott Ley, Christine Johns, David Wisely Vondle, Chui-Ling Michelle Moy, Jennifer M. Levin +1 more |
2021-01-12 |
| 10387853 |
Secondary purchase card for financial transactions (“cap card”) |
Michael Scott Ley, Christine Johns, Michael Aaron Chapman, Hyun Jin Ko |
2019-08-20 |
| 10290051 |
Savings system based on cent portion of transaction amount |
Michael Scott Ley, Thomas Kunz, Christopher Michael Bajgier |
2019-05-14 |
| 10282780 |
Systems and methods for scheduling and tracking account activity |
Michael Scott Ley, Thomas Kunz, Rodney Hal Monson, Hyun Jin Ko, Michael Aaron Chapman +1 more |
2019-05-07 |
| 10169812 |
Providing financial account information to users |
Christopher Michael Bajgier, Michael Scott Ley |
2019-01-01 |
| 8965798 |
Requesting reimbursement for transactions |
Michael Scott Ley, Christine Johns, Jennifer M. Levin, Marieke Smets, Chui-Ling Michelle Moy +1 more |
2015-02-24 |
| 8791949 |
Investment management marketing tool |
Isabel Ford, Erin Koch |
2014-07-29 |
| 8780115 |
Investment management marketing tool |
Isabel Ford, Erin Koch |
2014-07-15 |
| 8768736 |
Tracking customer spending |
Michael Aaron Chapman, Hyun Jin Ko, Rodney Hal Monson, Mark Alexander Jones, Michael Scott Ley +1 more |
2014-07-01 |
| 8751385 |
Financial email |
Michael Aaron Chapman, Hyun Jin Ko, Rodney Hal Monson, Mark Alexander Jones, Thomas Kunz |
2014-06-10 |
| 8682754 |
Tracking customer spending and income |
Michael Aaron Chapman, Hyun Jin Ko, Rodney Hal Monson, Mark Alexander Jones, Michael Scott Ley +1 more |
2014-03-25 |
| 8423452 |
Systems and methods for scheduling and tracking bank account activity |
Michael Scott Ley, Thomas Kunz, Rodney Hal Monson, Hyun Jin Ko, Michael Aaron Chapman +1 more |
2013-04-16 |
| 8423440 |
Systems and methods for facilitating transfers between accounts |
Michael Scott Ley, Peter Ehling, Michael Aaron Chapman, Mark Alexander Jones, Rodney Hal Monson |
2013-04-16 |
| 8423444 |
Investor personality tool |
Isabel Ford, Erin Koch, Jonathan Randall |
2013-04-16 |
| 8417614 |
Investor personality tool |
Isabel Ford, Erin Koch, Jonathan Randall |
2013-04-09 |
| 8401938 |
Transferring funds between parties' financial accounts |
Michael Aaron Chapman, Hyun Jin Ko, Rodney Hal Monson, Mark Alexander Jones, Michael Scott Ley |
2013-03-19 |
| 8229806 |
Computer implemented method of tracking customer spending and income |
Michael Aaron Chapman, Hyun Jin Ko, Rodney Hal Monson, Mark Alexander Jones, Michael Scott Ley +1 more |
2012-07-24 |
| 7725391 |
Savings system based on time of transaction |
Michael Scott Ley |
2010-05-25 |