Method and apparatus for new accounts program

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 6968317
SERIAL NO

09643021

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ATTORNEY / AGENT: (SPONSORED)

Importance

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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)

Patent OwnerAddress
CHARLES SCHWAAB & CO INCMAIL STOP 88KNY-5-339 101 MONTGOMERY STREET SAN FRANCISCO CA 94104

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Chapman, Janet Sausalito, CA 3 45
Chou, Gee Kin San Francisco, CA 2 40
Devin, Beth Lafayette, CA 2 40
Friman, Harry Novato, CA 2 40
Wallace, Colleen Walnut Creek, CA 6 42

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