专利名称：FLEXIBLE ACCOUNT MANAGEMENT FOR
FINANCIAL ACCOUNT HOLDING FINANCIAL
INSTRUMENTS LACKING SALES LOADS
发明人：DAVID ROYAL,MICHAEL
KREMENAK,KATHRYN STELTER,JANE
王者空白名SHOLTZ,ANDREA TENGBLAD,LISA SEIFERT
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生态文明建设规划申请号：US15066885
申请日：20160310
公开号：US20170262937A1
佛相公开日：
cpu可以换吗
20170914党性分析报告
专利内容由知识产权出版社提供
专利附图：
千千电影院
摘要：Methods and systems for managing an account are disclod. One method includes storing account information in a plurality of account records associated with different investors. The account information includes investor information, investment information, and a rvice option tracking entry independent from the investment information. The investment information includes information regarding a no-load mutual fund. The plurality of account records are managed as part of a databa managed by a fund administrator. The method also includes receiving a rvice option message reprenting a change in a rvice level associated with the investor, and, in respon to receiving the rvice option message, determining eligibility of the account associated with the investor bad, at least in part, on the investment information. The method includes updating the rvice option tracking entry to reflect the rvice level, and triggering an initiation of rvice according to the rvice level for the account associated with the investor.
日期简写申请人：Thrivent Financial for Lutherans
地址：Appleton WI US
国籍：US
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