Colleen M Wallace

US Patent:

7778902, Aug 17, 2010

Filed:

Jul 1, 2005

Appl. No.:

11/173764

Inventors:

Colleen Wallace - Walnut Creek CA, US
Harry Friman - Novato CA, US
Gee Kin Chou - San Francisco CA, US
Beth Devin - Lafayette CA, US
Janet Chapman - Sausalito CA, US

Assignee:

Charles Schwab & Co., Inc. - San Francisco CA

International Classification:

G06Q 40/00

US Classification:

705 35, 705 36 R, 235379

Abstract:

A method for opening an on-line brokerage account includes the steps of opening an on-line brokerage account for a user based on account information received from the user, the on-line brokerage account having one or more restrictions, generating an application based on the account information: requesting that the user submit required information with the application within a predetermined time to remove the one or more restrictions from the on-line brokerage account, and removing said one or more restrictions from the on-line brokerage account when the application including the required information is received within the predetermined time.

US Patent:

6968317, Nov 22, 2005

Filed:

Aug 21, 2000

Appl. No.:

09/643021

Inventors:

Colleen Wallace - Walnut Creek CA, US
Harry Friman - Novato CA, US
Gee Kin Chou - San Francisco CA, US
Beth Devin - Lafayette CA, US
Janet Chapman - Sausalito CA, US

Assignee:

Charles Schwab & Co., Inc. - San Francisco CA

International Classification:

G06F017/60

US Classification:

705 36, 705 37, 705 39, 705 44, 380 24

Abstract:

A method for opening an on-line brokerage account includes the steps of opening an on-line brokerage account for a user based on account information received from the user, the on-line brokerage account having one or more restrictions, generating an application based on the account information; requesting that the user submit required information with the application within a predetermined time to remove the one or more restrictions from the on-line brokerage account, and removing said one or more restrictions from the on-line brokerage account when the application including the required information is received within the predetermined time.