Financial record keeping services for retirement and investment accounts; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of managing equity plans

Financial investment analysis; financial planning analysis; personal finance analysis in the nature of providing information in the field of personal finance; investment and equity plan management; financial services, namely, investment account management services, investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; provision of financial information; providing financial management services via computer and communication networks; providing online investment advisory services; investment advisory services; retirement fund investment services; retirement plan administration services, namely, equity plan management; investment management services; wealth management services; providing financial information pertaining to personal finance, investments and retirement planning, via computer and communication networks, including global computer networks, mobile devices and online services

Providing temporary use of online non-downloadable software applications for use in the field of equity plan management; providing temporary use of online non-downloadable software applications for accessing financial account information; providing a website featuring technology that enables users to customize the management of an individual's equity plan