Financial services rendered primarily to states, municipalities and tax empty organizations, namely, providing financial news and information and investment account information by means of Internet; securities brokerage services provided to holders of stock options; financial administration of credit card accounts; fund transfer services, namely, electronic funds transfer; automated mutual fund clearinghouse services and mutual fund custody services, namely, automated clearing house (ACH) transaction processing services in the field of mutual funds; loan financing
Economic forecasting and analysis; providing advice on economics and economic policy; providing information and analysis in the fields of economic and business; research and analysis in the fields of economics and economic policy
Investment management/advisory services, namely, investment management services, financial planning services, money management services, financial analysis, providing financial information by electronic means, providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet, investment account information and information about mutual fund performance, financial market information services, namely, compiling and providing information regarding securities; providing personalized investment information by electronic mail; providing an online database featuring financial information of general interest to investors; retirement planning, namely, retirement fund investment services to investors and plan sponsors, administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans, information about retirement planning; investment of funds for charitable purposes; financial administration and investment management services rendered to non-profit organizations; insurance services, namely, consulting services, in the field of insurance, dissemination of financial information relating to the transition from work to retirement or from one job to another; consulting services rendered to employers with respect to the design and administration of employee benefit plans, administration of stock option plans, employer stocks purchase plans and directed share programs for plans, financial services, namely, agency services in the field of securities; automated securities trade execution services; financial services, namely, compiling, organizing, managing and reporting user specific financial information by means of the Internet, in the field of investment accounts, bank accounts, credit card accounts, frequent flyer award accounts and other personal financial data
