Karen L Keeler

20120246044, Sep 27, 2012

Jun 24, 2011

13/168370

Paul David Fox - Lambertville NJ, US
Scott Howard Logan - Burlington NJ, US
Brian Charles Glassman - New York NY, US
Kristyn S. Harmon - Wellesley MA, US
Troy Jonathan Miller - Marblehead MA, US
Peter Tsahalis - Boston MA, US
David Mieums Ingham - Boston MA, US
Eugene Cartright - Pelham NH, US
Abbey Katcher Graf - Morganville NJ, US
Scott Wilkinson - Bensalem PA, US
Nancy Shea O'Driscoll - Newton MA, US
Judith Ann Robichaud - Roslindale MA, US
Andrew A. Mahoney - Melrose MA, US
Karen Keeler - South Boston MA, US
Eric C. Karcher - Boxford MA, US

BANK OF AMERICA - Charlotte NC

G06Q 40/00

705 35

Aspects of the present disclosure are directed to a method and system for customers with an account associated with a financial entity to access their accounts and stay on top of one or more financial markets. In accordance with one or more aspects of the present disclosure, customers can review balances, and review holdings. Customers also can stay on top of trades and transactions while still being mobile, e.g., on the go utilizing a handheld computing device. Customers may utilize one or more aspects of the present disclosure to review research reports as well as third-party ratings for potential financial transactions. Customers may receive up-to-the-minute news on one or more financial markets, including real-time quotes, in addition to the ability to see only those research reports, third-party ratings, news on financial markets, and/or particular assets, that the customer has customized.

20160019639, Jan 21, 2016

Apr 20, 2015

14/691275

- Charlotte NC, US
Scott Howard Logan - Burlington NJ, US
Brian Charles Glassman - New York NY, US
Kristyn S. Harmon - Wellesley MA, US
Troy Jonathan Miller - Marblehead MA, US
Peter Tsahalis - Boston MA, US
David Mieums Ingham - Boston MA, US
Eugene Cartright - Pelham NH, US
Abbey Katcher Graf - Morganville NJ, US
Scott Wilkinson - Bensalen PA, US
Nancy Shea O'Driscoll - Newton MA, US
Judith Ann Robichaud - Roslindale MA, US
Andrew A. Mahoney - Melrose MA, US
Karen Keeler - South Boston MA, US
Eric C. Karcher - Boxford MA, US

G06Q 40/02
G06Q 20/32

Aspects of the present disclosure are directed to a method and system for customers with an account associated with a financial entity to access their accounts and stay on top of one or more financial markets. In accordance with one or more aspects of the present disclosure, customers can review balances, and review holdings. Customers also can stay on top of trades and transactions while still being mobile, e.g., on the go utilizing a handheld computing device. Customers may utilize one or more aspects of the present disclosure to review research reports as well as third-party ratings for potential financial transactions. Customers may receive up-to-the-minute news on one or more financial markets, including real-time quotes, in addition to the ability to see only those research reports, third-party ratings, news on financial markets, and/or particular assets, that the customer has customized to see.