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.
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.