Computer software and applications for use in the field of personal finance, banking, investments and accounting; Computer software and applications for use in retirement and tax planning; Computer software and applications for use in the field of financial services; computer software and applications for trading securities; Computer software and applications for use in financial transaction processing and management; Computer software and applications for managing financial records; Computer software and applications for managing banking transactions, checks, savings, payments, expenses and billing; Computer software and applications used for the electronic exchange and management of financial, banking, investing, and personal net worth data; Computer software and applications for maintaining, managing and reporting financial information and investment portfolios; Computer software and applications for use by financial service providers to obtain investment transaction and account information; Computer software and applications for initiating, processing and tracking financial transactions; Computer software and applications for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Computer software and applications for use in obtaining access to a web site which provides news, information and online financial services; Computer software and applications for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Computer software and applications for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and applications for controlling access to and communications with computers and mobile devices; Computer software and applications for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts

Printed materials, including accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning

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; 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, payment services and providing financial services via computer and communication networks; Provision of financial information; Payment processing by electronic means; 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; Managed investment portfolio of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing text, graphics, audiovisual and multimedia information, documents, databases and computer programs in the fields of finance, banking, investments, and retirement planning through computer and communication networks, namely, a global computer information network, mobile devices and online services; Providing on-line financial services, through computer and communication networks, namely, a global computer information network, mobile devices and online services; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services

Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; 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 data hosting services, namely hosting financial and investment data of individuals; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Operating a website providing features for consumers to manage the security of their third-party online financial and investment accounts and transactions, and providing internet and computer network authentication and security services related thereto, including identity protection, fraud monitoring and activity tracking; Educational services, namely conducting online classes, seminars, conferences, informational presentations, and workshops in the fields of accounting, personal finance and management, investments, retirement planning, and tax planning; Providing an electronic bulletin board and online facilities for real-time communication with others on computer and communication networks in the fields of business and finance

Monitoring of computer systems for security purposes, namely provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Computer systems security services, namely online account and password protection; Providing financial fraud protection and prevention; Online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts