Cash sweep account platform system and method

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8630943
APP PUB NO 20080288398A1
SERIAL NO

11803950

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An integrated banking transaction services (IBTS) module receives an instrument from a client to initiate a brokerage transaction between a broker-dealer and an investment firm. The IBTS module transmits a notification message to a broker-dealer that the instrument was presented. The IBTS module receives a confirmation message from the broker-dealer that includes information as to whether to pay the instrument. If the instrument is to be paid, the IBTS module transmits information associated with the brokerage transaction to a sub-accounting engine.

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Patent Owner(s)

Patent OwnerAddress
THE BANK OF NEW YORK MELLON225 LIBERTY STREET NEW YORK NY 10286

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Maricondi, Louis J Mount Laurel, US 2 88

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Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
11.5 Year Payment $7400.00 $3700.00 $1850.00 Jul 14, 2025
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