The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Mar. 05, 2024

Filed:

Oct. 21, 2022
Applicant:

Wells Fargo Bank, N.a., San Francisco, CA (US);

Inventors:

Rameshchandra Bhaskar Ketharaju, Hyderabad, IN;

Manish Pandey, Bangalore, IN;

Prabal Nandi, Hyderabad, IN;

Shanmukeswara Rao Donkada, Hyderabad, IN;

Assignee:

Wells Fargo Bank, N.A., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01); G06Q 20/10 (2012.01); G06Q 30/0207 (2023.01); G06Q 40/04 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06Q 20/105 (2013.01); G06Q 30/0216 (2013.01); G06Q 40/04 (2013.01);
Abstract

The innovation disclosed and claimed herein, in one aspect thereof, comprises systems, methods and computer program products that enable transactions requested by a user using a trade asset card. The innovation enables the transactions to be completed in real time or near real time per pre-determined rules and settings, or audited changes to rules and settings, while staying perpetually invested in the user's investment portfolio.


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