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Suzanne P Crane, Marcus Sheire, Mark D Sweazy, Bonnie Hein, Joan Prairie, Rockwell Metcalf: System and method for dividing a remittance and distributing a portion of the funds to multiple investment products. Ameriprise Financial, Snell & Wilmer L, December 25, 2007: US07313543 (114 worldwide citation)

A known charge card billing system communicates with an investment broker system, wherein the investment broker system includes an instruction arrangement database, payment hierarchy and an investment account. An interested cardholder suitably appoints the charge card administrator as a processing a ...


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Christina Chow, Paul Stoxen, Marcus Sheire, Timothy G Austin: Real-time brokerage account application system and method. American Express Bank, Snell & Wilmer L, January 20, 2009: US07480633 (4 worldwide citation)

A system and method for processing a brokerage account application in a substantially real-time environment, where a host system retrieves Applicant data via a distributed network, communicates with a credit bureau system to obtain credit decisioning and approval; establishes an Applicant account, a ...


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Suzanne P Crane, Marcus Sheire, Mark D Sweazy, Bonnie Schlegel, Joan Prairie, Rockell Metcalf: System and method for dividing a remittance and distributing a portion of the funds to multiple investment products. Ameriprise Financial, Snell & Wilmer L, January 26, 2010: US07653596

A known charge card billing system communicates with an investment broker system, wherein the investment broker system includes an instruction arrangement database, payment hierarchy and an investment account. An interested cardholder suitably appoints the charge card administrator as a processing a ...


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Christina Chow, Paul Stoxen, Marcus Sheire, Timothy G Austin: Real-time brokerage account application system and method. Thomas J Finn, Snell & Wilmer, October 24, 2002: US20020156720-A1

A system and method for processing a brokerage account application in a substantially real-time environment, where a host system retrieves Applicant data via a distributed network, communicates with a credit bureau system to obtain credit decisioning and approval; establishes an Applicant account, a ...


5
Suzanne P Crane, Marcus Sheire, Mark D Sweazy, Bonnie Schlegel, Joan Prairie, Rockell Metcalf: System and method for dividing a remittance and distributing a portion of the funds to multiple investment products. Ameriprise Financial, Snell & Wilmer, February 28, 2008: US20080052230-A1

A known charge card billing system communicates with an investment broker system, wherein the investment broker system includes an instruction arrangement database, payment hierarchy and an investment account. An interested cardholder suitably appoints the charge card administrator as a processing a ...


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