Method and apparatus for a new accounts program

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7778902
APP PUB NO 20050246252A1
SERIAL NO

11173764

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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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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Patent Owner(s)

  • CHARLES SCHWAB & CO., INC.

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chapman, Janet Sausalito, US 3 43
Chou, Gee Kin San Francisco, US 2 38
Devin, Beth Lafayette, US 2 38
Friman, Harry Novato, US 2 38
Wallace, Colleen Walnut Creek, US 4 38

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