Intuit, Inc.

John P Motz

Yogish Pai

Thirugnanam Subbiah

Raghunath Battula

Richard M Ng

Sunil Bannur Vittal

A technique for collecting financial information is described. During this technique, a customer request to a financial institution to access a financial-software application is used to initiate an exchange of financial information between the financial institution and a provider of the financial-software application. In particular, in response to the forwarded customer request, the provider of the financial-software application may request, and then receive, financial information associated with the customer's account from the financial institution. Subsequently, the provider of the financial-software application may provide a document that facilitates access to the financial-software application to the customer. This document may include at least some of the received financial information. Note that in all of the communication between the provider of the financial-software application and the financial institution, credential information for the customer, such as a password associated with the account, may be excluded.

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Walnut Creek, CA, United States of America

John P Motz