Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Gary E. Zimmerman0
Richard D. Wu0
Date of Patent
December 17, 2019
0Patent Application Number
154080560
Date Filed
January 17, 2017
0Patent Citations Received
...
Patent Primary Examiner
Patent abstract
A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
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