Is a
Patent attributes
Current Assignee
Patent Jurisdiction
Patent Number
Patent Inventor Names
Todd Christy0
Thom Neff0
Date of Patent
June 28, 2011
0Patent Application Number
116364200
Date Filed
December 8, 2006
0Patent Primary Examiner
Patent abstract
In one general aspect, a financial advisor support method is disclosed that includes presenting on a wireless handheld device a list of accounts of different types held by a household entity at different institutions, receiving through the wireless handheld device account selection commands for a selected account in the list presented in the step of presenting, and presenting on the wireless handheld device account information for the selected account in response to the step of receiving.
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