Methods and systems for financial account management

• US 20070055602A1
• Filed: 12/22/2005
• Published: 03/08/2007
• Est. Priority Date: 09/02/2005
• Status: Abandoned Application

• Current Assignee: Anne Mohn
• Original Assignee: Anne Mohn
• Inventors: Mohn, Anne
• Application Number:
  US11/316,679
• Publication Number:
  US 20070055602A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 40/10 Tax strategies

Abstract

Provided herein are methods and systems for managing a plurality of investment accounts, allowing the automatic execution of financial plans.

Claims

1. A method of handling financial assets designated by an entity, comprising:

taking a first asset facility designated by the entity;

taking a second asset facility designated by the entity; and

allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the first asset facility and the second asset facility are maintained by separate financial institutions.

2. A method of claim 1, wherein the condition is set via a Web browser.

3. A method of claim 2, wherein the Web browser utilizes a plug-in.

4. A method of claim 2, wherein the Web browser utilizes a toolbar.

5. A method of claim 2, wherein the Web browser utilizes Ajax.

6. A method of claim 2, wherein the Web browser utilizes Greasemonkey.

7. A method of claim 2, wherein the Web browser utilizes a JavaScript interpreter.

8. A method of claim 2, wherein the Web browser is on a mobile facility.

9. A method of claim 8, wherein the mobile facility is a cell phone.

10. A method of claim 8, wherein the mobile facility is a personal digital assistant.

11. A method of claim 10, wherein the personal digital assistant is a Blackberry.

12. A method of claim 8, wherein the mobile facility utilizes a J2ME engine.

13. A method of claim 1, wherein the condition is set via a mobile facility.

14. A method of claim 13, wherein the mobile facility is a cell phone.

15. A method of claim 13, wherein the mobile facility is a Blackberry.

16. A method of claim 13, wherein the mobile facility is a personal digital assistant.

17. A method of claim 13, wherein the mobile facility utilizes a J2ME engine.

18. A method of claim 1, wherein allocating is performed in response to data entered a Web browser.

19-111. -111. (canceled)

112. A method of handling financial assets designated by an entity, comprising:

taking a first asset facility designated by the entity;

taking a second asset facility designated by the entity; and

allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the allocation is based on a network-based allocation technology.

113-157. -157. (canceled)

158. A method of handling financial assets designated by an entity, comprising:

taking a first asset facility designated by the entity;

taking a second asset facility designated by the entity; and

allocating a financial asset among the first asset facility and the second asset facility based on a condition, wherein the first asset facility is tax-aware and the second asset facility is tax-advantaged.

159-961. -961. (canceled)