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on 14 Mar 2022

TM5 Status

LIVE/APPLICATION/ Under Examination

Your application is under examination.

Last Applicant/ Owned by

Charles Schwab & Co., Inc.

3000 Schwab WayWestlake TX 76262

Serial Number

2064746 filed on 23^rd Mar 2020

Correspondent Address

BORDEN LADNER GERVAIS LLP

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

M5H4E3

AMERITRADE

Trademark usage description

downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namel Read More

Classification Information

Class [009]
Downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software, electronic trading software, financial analytical software, financial contact management software, and financial risk modeling; downloadable software for individuals and financial service providers to manage stock options, retirement plans, investment portfolios, and educational savings accounts; downloadable software to view financial information, investment strategy, and investment allocation; downloadable software for enabling order execution in connection with trading options and other financial instruments; downloadable software for communicating directly with financial services professionals; downloadable interactive software for managing and monitoring personal financial and investment accounts; downloadable interactive financial planning software; downloadable software in the nature of a mobile application related to finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software, electronic trading software, financial analytical software, financial contact management software, and financial risk modeling software; voice-enabled software applications for financial information and investment management, investment and trading information, and financial exchanges and markets; digital media, namely, downloadable audio and video recordings featuring and promoting television news programs; downloadable webinars in the field of investment and finances; downloadable multimedia files containing images, artwork and content relating to television news programs; downloadable podcasts in the fields of finance, financial information, financial management, investment, and trading; downloadable online publications in the nature of magazines, newsletters and reports in the fields of investing and investment products; downloadable software for completing digital currency transactions; software for completing block chain currency transactions; downloadable software for use with cryptocurrency, virtual currency, and digital currency; downloadable cryptocurrency and digital currency; downloadable software for financial management for use with cryptocurrency, virtual currency, and digital currency; downloadable software for use in the administration, storage, transfer, tracking and managing of decentralized distributed ledger digital tokens; downloadable software in the nature of a mobile application to manage cryptocurrency, virtual currency, and digital currency.

Classification kind code

Class [035]
Economic research and economic research services; economic forecasting and analysis; business advisory and consultancy services; business analysis and business strategic planning services in the fintech industry; business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the internet; providing career placement and networking services for financial firms and advisors; referring independent registered investment advisors to clients requesting investment advice; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; maintaining and recording the ownership of shares, stocks and securities; economic research and economic research services provided via a global computer network; economic forecasting and analysis; business and personnel management, business consultation, business marketing consultation services, and conducting marketing studies; providing a secured access database through which digital files and data transactions can be viewed, copied, and transferred for purposes of verifying a chain of custody in the nature of business records management services for maintaining and recording the ownership of digital files and data, maintaining the integrity of digital files and data, and providing proof of ownership of digital files and data; business administration of retirement plans, employee pension plans, educational savings plans, stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the business administration and management of retirement plans, employee pension plans, educational savings plans, stock option plans, employer stock purchase plans, and directed share programs for others.

Classification kind code

Class [036]
Financial services, namely, providing information and analysis about investment products, namely, securities and futures, securities and futures trading; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, forex, exchange-traded funds, mutual funds, and other securities; providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, futures, and forex; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, trading, analytics, order management, risk modeling, securities, futures, forex, and financial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisors, namely, online financial portfolio management, account administration for mutual funds, equities, fixed income and options accounts, financial account management, financial research, providing stock market data, and stock brokerage services; providing personalized investment information and investment account management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; financial administration of retirement plans, employee pension plans, educational savings plans, stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial administration of retirement plans, employee pension plans, educational savings plans, stock option plans, employer stock purchase plans, and directed share programs for others; financial planning for retirement; financial planning and financial account services for college and educational expenses; individual retirement account services; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; financial asset management; cash management services; credit card services; business acceleration services, namely, helping businesses develop more rapidly through financial investment brokerage, financing services and business capital fundraising for others; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information and analysis about investment products, namely, securities and futures; securities and futures trading for others; providing investment information by means of a global computer information network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading; providing financial exchange markets for trading, clearing, confirmation and financial trading risk management in the field of digitized assets, namely, cryptocurrency, virtual currency, and digital currency; financial services, namely, providing electronic transfer of cryptocurrency, virtual currency, and digital currency; financial exchange services, namely, a financial exchange for trading cryptocurrency, virtual currency, and digital currency.

Classification kind code

Class [041]
Educational services, namely, providing conferences, webinars, webcasts, conferences, seminars, and workshops in the fields of finance, investment, financial planning, wealth management, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; entertainment services, namely, the production and provision of an ongoing news program; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing a website featuring images, videos, and audio content in the field of finance, investing, and investment products; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information; providing news, and commentary about investment products, namely, securities and futures, securities and futures trading; providing news and commentary about investment products, namely, securities and futures.

Classification kind code

Class [042]
Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, electronic trading software, financial analytical software, financial contact management software, and financial risk modeling software; providing online non-downloadable software for individuals and financial service providers to manage stock options, retirement plans, investment portfolios, and educational savings accounts; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable software for communicating directly with financial services professionals; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing visual and audio content via global computer networks in the field of financial information and investment management, investment and trading information, and financial exchanges and markets; providing online non-downloadable software application for use in database management, transmitting electronic messages, and creating spreadsheets; providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information; application service provider (ASP) featuring software for financial investment advisors in the fields of online financial portfolio management, account administration for mutual funds, equities, fixed income and options accounts, financial account management, financial research, providing stock market data, and stock brokerage services, integrated solutions software allowing user access to third party products, provided as a feature of software for financial investment advisors; providing online non-downloadable software for use with cryptocurrency, virtual currency, and digital currency; providing a web hosting platform featuring technology for digital file and data transaction services; data encryption services for electronically transmitted digital currency transactions and cryptographic assets in the nature of cryptocurrency, virtual currency, and digital currency; software as a service (SaaS) featuring software for trading and managing cryptocurrency, virtual currency, and digital currency; e-wallet services in the nature of storing of digital virtual currency in an electronic wallet.

Classification kind code

Mark Details

Serial Number

2064746

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 48 on 14^th Sept 2022	Agent Changed
Submitted for opposition 22 on 14^th Mar 2022	Search Recorded
Submitted for opposition 20 on 14^th Mar 2022	Examiner's First Report
Submitted for opposition 223 on 14^th Mar 2022	Total Provisional Refusal
Submitted for opposition 256 on 20^th Sept 2021	Notification of Possible Opposition Sent
Submitted for opposition 257 on 19^th Nov 2020	Designation Notification - Madrid Protocol
Submitted for opposition 31 on 19^th Nov 2020	Formalized
Submitted for opposition 1 on 18^th Nov 2020	Created
Submitted for opposition 30 on 23^rd Mar 2020	Filed
Submitted for opposition 228 on 23^rd Mar 2020	International Registration