Financial account management
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United States of America Patent
Stats
-
Nov 29, 2011
Grant Date -
Jul 7, 2005
app pub date -
Dec 17, 2003
filing date -
Dec 17, 2003
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
An automated account management system provides a user with the ability to establish rules that dictate how the account management system is to manage the user's accounts. Once the user specifies a set of rules, the system automatically manages multiple accounts across multiple financial institutions in accordance with the user-defined rules. Other features, such as an on-line bill payment system, a money transfer system, and a retirement planning system, may be integrated within the automated account management system to provide the user with even greater control over his or her financial assets.
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