×

Financial account transfer apparatus and method

  • US 20030225688A1
  • Filed: 11/04/2002
  • Published: 12/04/2003
  • Est. Priority Date: 05/28/2002
  • Status: Abandoned Application
First Claim
Patent Images

1. A method for transferring an old account at a first financial institution to a new account at a second financial institution wherein the old and new accounts belong to a selected person, the method comprising:

  • creating a personal profile corresponding to the selected person, the personal profile including at least;

    identification information identifying the selected person, identifying information identifying the old account, identifying information identifying the new account, and a security password;

    creating a contact list including information corresponding to an associated entity that conducts automatic transactions including one of debiting and crediting the at least one old account;

    contacting the associated entity to instruct the entity to conduct the automatic transactions using the new account subsequent to a first date; and

    contacting the first financial institution to effectuate a closing of the old account at a selected second date.

View all claims
  • 1 Assignment
Timeline View
Assignment View
    ×
    ×