Method and apparatus for new accounts program

Details Method and apparatus for new accounts program Method and apparatus for new accounts program

2005-11-22

2005-11-22

Trammell, James P. (Department: 3621)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S037000, C705S039000, C705S044000, C380S029000

Reexamination Certificate

active

06968317

ABSTRACT:
A method for opening an on-line brokerage account includes the steps of opening an on-line brokerage account for a user based on account information received from the user, the on-line brokerage account having one or more restrictions, generating an application based on the account information; requesting that the user submit required information with the application within a predetermined time to remove the one or more restrictions from the on-line brokerage account, and removing said one or more restrictions from the on-line brokerage account when the application including the required information is received within the predetermined time.

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