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.
Patent No.:
Date of Patent:
Sep. 17, 2013
Filed:
Jul. 09, 2010
David Greene, San Francisco, CA (US);
Dennis Mierzwa, Walnut Creek, CA (US);
Ayman Abukhater, South San Francisco, CA (US);
Michael Sievert, Monte Sereno, CA (US);
David Greene, San Francisco, CA (US);
Dennis Mierzwa, Walnut Creek, CA (US);
Ayman Abukhater, South San Francisco, CA (US);
Michael Sievert, Monte Sereno, CA (US);
E*Trade Financial Corporation, New York, NY (US);
Abstract
In one embodiment, the online trading system having a real-time account opening process comprises one or more computers coupled to a network. The computers maintain a brokerage account database, and service web page requests received over the network. The web pages are preferably configured to implement a real-time account opening (RTAO) process that establishes new brokerage accounts in the account database. The RTAO process may include (a) obtaining contact information; (b) creating a new record in the brokerage account database for the contact information; (c) obtaining brokerage account application information; (d) updating the new record with the application information; (e) displaying a brokerage account contract; and (f) securing online agreement to said brokerage account contract. The process preferably also includes obtaining funding information to automatically initiate a transfer of funds to the brokerage account.