Cash management account services for low- and mid- net worth clients; debit card services, namely, issuing of debit cards for low- and mid- net worth clients; credit card services, namely, issuing of credit cards for low- and mid- net worth clients;Financial services, namely, electronic remote check deposit services for low- and mid- net worth clients; On-line banking services for low- and mid- net worth clients, Online banking for low- and mid- net worth clients; Online banking services for low- and mid- net worth clients accessible by means of downloadable mobile applications; Financial services for low- and mid- net worth clients, namely, wealth management services; Financial services for low- and mid- net worth clients, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services for low- and mid- net worth clients, namely, investment fund transfer and transaction services; Financial services for low- and mid- net worth clients, namely, the trading of financial instruments, securities, shares, options and other derivative products; Providing financial services with respect to securities and other financial instruments and products, namely, money management services for low- and mid- net worth clients; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for low- and mid- net worth clients; Financial services, namely, a total portfolio offering for low- and mid- net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for low- and mid- net worth clients, including private and public equity and debt investment services