发明名称 Financial account management
摘要 An automated account management system provides a user with the ability to establish rules that dictate how the account management system is to manage the user's accounts. Once the user specifies a set of rules, the system automatically manages multiple accounts across multiple financial institutions in accordance with the user-defined rules. Other features, such as an on-line bill payment system, a money transfer system, and a retirement planning system, may be integrated within the automated account management system to provide the user with even greater control over his or her financial assets.
申请公布号 US8666887(B2) 申请公布日期 2014.03.04
申请号 US20080254390 申请日期 2008.10.20
申请人 ELTERICH STEVE;FMR LLC 发明人 ELTERICH STEVE
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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