Computer software and downloadable mobile applications for online, internet and mobile banking; computer software and downloadable mobile applications for personal financial management, financial planning and tracking spending habits and cash flow; downloadable electronic publications, namely, magazines, newsletters, and brochures in the fields of finance, investment, corporate social responsibility programs, the reduction of environmental and carbon footprints, personal and professional well-being and development, education, health, civic and community support, conservation of natural resources and support of philanthropy

Printed publications, namely, magazines, newsletters, guides, manuals, pamphlets, and brochures, all in the fields of finance, investment, corporate social responsibility programs, the reduction of environmental and carbon footprints, personal and professional well-being and development, education, health, civic and community support, conservation of natural resources and support of philanthropy

Credit card reward program services

Banking services; online banking and mobile banking services; financial planning and investment advisory services; financial planning services for retirement; mutual fund, mutual fund investment advisory and mutual fund brokerage services; financing of loans; mortgage and online mortgage services; charitable services, namely, providing grants and financial support to charitable organizations and governmental bodies in the fields of finance, investment, corporate social responsibility programs, the reduction of environmental and carbon footprints, personal and professional well-being and development, education, health, civic and community support, conservation of natural resources and support of philanthropy; financial sponsorship to promote sporting, music and entertainment events and environmental programs and initiatives; financial sponsorship of environmental initiatives, namely, reducing the environmental footprint of business operations, environmental programs and promoting green products and services relating to the banking, insurance and financial services industries; philanthropic and charitable services, namely, providing financial support of environmental community initiatives and raising environmental awareness

Educational services, namely, conducting training classes, seminars, conferences, and workshops in the fields of finance, investment, corporate social responsibility programs, the reduction of environmental and carbon footprints, personal and professional well-being and development, education, health, civic and community support, conservation of natural resources and support of philanthropy; non-downloadable electronic publications, namely, magazines, newsletters, blogs and brochures in the fields of finance, investment, corporate social responsibility programs, the reduction of environmental and carbon footprints, personal and professional well-being and development, education, health, civic and community support, conservation of natural resources and support of philanthropy; educational services, namely, providing classes about the environment

Providing temporary use of non-downloadable software for financial calculations for mortgage assessment and pre-approval for home owners and potential home owners to calculate mortgage payments, down payments and deposits; automobile financing services