Method and system for internet banking and financial services

Details Method and system for internet banking and financial services Method and system for internet banking and financial services

2006-08-08

2006-08-08

Kazimi, Hani M. (Department: 3624)

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

Automated electrical financial or business practice or...

Finance

C705S03600T

Reexamination Certificate

active

07089202

ABSTRACT:
A computer implemented method of providing a client with an integrated financial management account, including receiving application data for an integrated financial management account and setting up the integrated financial account with a loan component data, an investment component data, and an insurance component, all associated with an account file. Thereby qualifying the client for a loan in the loan component of the integrated financial management account and associating the qualification information with the account file, disbursing the proceeds of the loan component into the investment component by recording a proceed value in the investment component data associated with the account file, and purchasing investment assets using the proceeds of the loan component and associating purchased investment assets to the investment component data associated with the account file.

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patent: WO 99/09470 (1999-02-01), None
“E*Trade Financial Corporation Introduces E*TRADE Complete ™: An intelligent, integrated way for customers to manage all of their money” (PR Newswire) (Apr. 4, 2005).

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