| 摘要 |
<p>An integrated financial system that includes a single customer account (17) that permits a customer to perform various financial transactions. The account includes at least banking components and brokerage components. A consistent user interface means (10) is provided to allow a customer to access the account from different sources including at least an automatic teller machine (12[2]), a phone (12[5]) and a personal teller (12[7]) transaction. The account is flexible enough to include a variety of other components such as a credit card component, a line of credit component, a secured credit component and a money market component. A system and method for opening a single integrated account for a customer in a single session is also described.</p> |
