Computer software, multimedia software recorded on CD-ROMs, and downloadable software for financial market analysis and for trading all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; Downloadable software for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; Downloadable software for providing financial and investment information, financial and investment news, streaming quotes, and financial and investment research; Downloadable software for maintaining financial and investment databases; downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; providing news, information, research, databases and analysis in the fields of economics, business, namely, industry and sector reports and forecasts, economic reports and forecasts, and current events; providing news, information, research,streaming quotes, databases, and analysis in the field of economics via electronic communication networks

Providing financial and investment information, investment account information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, indices of any of them, and any other investment vehicles; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, indices of any of them, and any other investment vehicles; Investment advice and investment management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, indices of any of them, and any other investment vehicles; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Credit card and debit card services; Check writing and bill payment services; Variable annuity services, namely, investment management of and distribution of variable annuities; Variable insurance investment services; Investment account information services; Retirement plan services, namely, trustee services and retirement plan record keeping services; Trust company custody services; Financial planning services; Insurance brokerage services; Cash management account services; Fixed income investment services; Electronic payment services, namely, electronic processing and transmission of bill payment data and electronic fund transfer services; Providing news, information, research, streaming quotes, databases, and analysis in the fields of finance, investment, financial planning, and investment strategy; Providing access to portfolio management services and investment account information; Providing access to financial decision-making tools and investment research tools;Providing access to news, information, research, databases, and analysis in the fields of financial investing, finance and financial planning; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market finds, commodities, futures, options, indices of any of them, and any other investment vehicles, provided electronically and via global information networks; Providing information and analysis in the fields of finance, financial investment, financial planning, and investment strategy by online means; providing access by electronic communication networks to financial portfolio management services and investment account information; providing access by electronic communication networks to investment decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of financial investing, finance, financial planning; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; provision of news, information, research, streaming quotes, databases, and analysis in the fields of financial investing, finance and financial planning via electronic communication networks

Educational services namely conducing classes, seminars, and workshops in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing news, information, research, databases, and analysis in the field of current events

Providing temporary use of non-downloadable software for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities,namely, stocks, bonds, mutual funds, money market funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; Providing temporary use of non-downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; Providing temporary use of non-downloadable software for maintaining financial and investment databases; Providing access by electronic communication networks to portfolio management services and tools and/or account information; Providing access by electronic communication networks to decision making tools and investment research tools; Providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing,finance, financial planning, business, current events, government, and economics