发明名称 METHOD AND SYSTEM FOR PROVIDING INTEGRATED BROKERAGE AND OTHER FINANCIAL SERVICES THROUGH CUSTOMER ACTIVATED TERMINALS
摘要 <p>The invention relates to a method for providing brokerage services to users with ATMs in an integrated network, a host system for servicing said ATMs, and a brokerage system which maintains user brokerage accounts. The method comprises receiving identification data from a user through an ATM and verifying said identification data based on stored records, said step including verifying that said brokerage system maintains a brokerage account on behalf of the user, providing the user with an option displayed with said ATM to conduct brokerage transactions or other financial transactions, receiving selection data provided from a user through said ATM, said selection data indicating selection of a brokerage transaction option, providing the user with an option displayed with said ATM to trade securities held in said brokerage account, obtaining an order request from said user to trade a security held on behalf of the user and forwarding said order request for completion at an exchange at which said security is traded, providing the user with an option displayed with said ATM to determine a value of the securities, obtaining a current value for a selected one of said plurality of securities and displaying said current value to the customer with said ATM, and computing a total current value for each security held on behalf of the user based on said information maintained in said brokerage account and displaying said total current value to the user with said ATM.</p>
申请公布号 EP0870249(A1) 申请公布日期 1998.10.14
申请号 EP19960919061 申请日期 1996.06.07
申请人 CITIBANK, N.A. 发明人 SIDIKMAN, PAUL;WEISS, LAWRENCE, D.
分类号 G06Q20/10;G06Q20/18;G07F19/00;(IPC1-7):G06F17/00 主分类号 G06Q20/10
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