Method and system for providing integrated brokerage and other financial services through customer activated terminals

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United States of America Patent

PATENT NO 7110981
SERIAL NO

09006839

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Abstract

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A method and system for providing integrated financial services including brokerage services through an ATM network permits trading of securities, portfolio evaluation, security price evaluation, and brokerage account inquiries. The invention utilizes a familiar customer interface, a standard ATM or a customer activated terminal, to provide brokerage functions with a network conventionally used to perform traditional banking functions. The system and method according to the invention provides for trading of a wide variety of publicly traded security by linking the customer to a brokerage system. Provisions are further made for obtaining real time price quotations for up-to-the-minute portfolio evaluation and accurate buy and sell orders.

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Patent Owner(s)

Patent OwnerAddress
CITIBANK N A390 GREENWICH STREET NEW YORK NY 10013

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Sidikman, Paul Livingston, NJ 2 237
Weiss, Lawrence D Skaneatles, NY 12 1004

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