Patents Assigned to E*Trade Financial Corporation
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Patent number: 10776874Abstract: A system for strategy based exit planning comprises a processor and a memory. The processor is configured to receive an indication to create an exit plan; and create an exit plan for a strategy, wherein the strategy comprises one or more instruments. The memory is coupled to the processor and configured to provide the processor with instructions.Type: GrantFiled: November 8, 2018Date of Patent: September 15, 2020Assignee: E*TRADE Financial CorporationInventor: Aric Forsythe
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Patent number: 10764401Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: February 1, 2018Date of Patent: September 1, 2020Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Patent number: 10687208Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: September 16, 2019Date of Patent: June 16, 2020Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Patent number: 10554790Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: May 23, 2018Date of Patent: February 4, 2020Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Patent number: 10462650Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: January 2, 2019Date of Patent: October 29, 2019Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Patent number: 10212581Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: September 4, 2018Date of Patent: February 19, 2019Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Patent number: 10169819Abstract: A system for strategy based exit planning comprises a processor and a memory. The processor is configured to receive an indication to create an exit plan; and create an exit plan for a strategy, wherein the strategy comprises one or more instruments. The memory is coupled to the processor and configured to provide the processor with instructions.Type: GrantFiled: September 18, 2009Date of Patent: January 1, 2019Assignee: E*TRADE Financial CorporationInventor: Aric Forsythe
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Patent number: 10097989Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: December 21, 2012Date of Patent: October 9, 2018Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Patent number: 9992306Abstract: The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.Type: GrantFiled: December 21, 2012Date of Patent: June 5, 2018Assignee: E*TRADE Financial CorporationInventor: Sanjib Sahoo
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Publication number: 20150348190Abstract: A system to provide an enhanced user interface for placing an order, for example an online purchase or sale order, includes a user input device configured to generate position data and a processor coupled to the user input device. The processor receives the position data from the user input device and generates a first order variable and a second order variable based on the position data. The processor changes the first order variable in response to the position data indicating movement of the user input device in the X-axis and changes the second order variable in response to the position data indicating movement of the user input device in the Y- axis. The order variables may relate to an order price and an order quantity.Type: ApplicationFiled: May 30, 2014Publication date: December 3, 2015Applicant: E*TRADE FINANCIAL CORPORATIONInventor: Steven ABELL
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Publication number: 20140019326Abstract: In one embodiment, the online trading system having a real-time account opening process comprises one or more computers coupled to a network. The computers maintain a brokerage account database, and service web page requests received over the network. The web pages are preferably configured to implement a real-time account opening (RTAO) process that establishes new brokerage accounts in the account database. The RTAO process may include (a) obtaining contact information; (b) creating a new record in the brokerage account database for the contact information; (c) obtaining brokerage account application information; (d) updating the new record with the application information; (e) displaying a brokerage account contract; and (f) securing online agreement to said brokerage account contract. The process preferably also includes obtaining funding information to automatically initiate a transfer of funds to the brokerage account.Type: ApplicationFiled: September 16, 2013Publication date: January 16, 2014Applicant: E*TRADE FINANCIAL CORPORATIONInventors: David GREENE, Dennis MIERZWA, Ayman ABUKHATER, Michael SIEVERT
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Patent number: 8571968Abstract: Methods and systems for providing solutions for trading securities are disclosed, including receiving a level-two quote, the level-two quote including a symbol and at least one market participant quote, the market participant quote including a quote price, a quote quantity, a quote MPID, and a quote side. The methods and systems further include creating a solution set including at least one solution record corresponding to each market participant quote in the level-two quote, the solution record including a solution symbol, a solution side, a solution MPID, a solution price, a solution quantity, and a solution latency, the solution latency including a latency for the market identified by the solution MPID.Type: GrantFiled: April 25, 2012Date of Patent: October 29, 2013Assignee: E*Trade Financial CorporationInventors: Omar Kathwari, Michael Bundy, Vladimir Goldfeld, Randy Prager
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Patent number: 8538857Abstract: In one embodiment, the online trading system having a real-time account opening process comprises one or more computers coupled to a network. The computers maintain a brokerage account database, and service web page requests received over the network. The web pages are preferably configured to implement a real-time account opening (RTAO) process that establishes new brokerage accounts in the account database. The RTAO process may include (a) obtaining contact information; (b) creating a new record in the brokerage account database for the contact information; (c) obtaining brokerage account application information; (d) updating the new record with the application information; (e) displaying a brokerage account contract; and (f) securing online agreement to said brokerage account contract. The process preferably also includes obtaining funding information to automatically initiate a transfer of funds to the brokerage account.Type: GrantFiled: July 9, 2010Date of Patent: September 17, 2013Assignee: E*Trade Financial CorporationInventors: David Greene, Dennis Mierzwa, Ayman Abukhater, Michael Sievert
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Patent number: 8433638Abstract: Systems and methods for generating a performance index are described. A rank score is generated for each investor relative to a group of investors of which the investor is a member. Generation of the rank score uses investment data of a portfolio of the investor, and the portfolio comprises at least one investment position. A set of investors is selected from the group of investors, and the selection is based on the rank score of each investor. The performance index is generated to provide a measure of performance of top individual investors over time relative to a market index. Generation of the performance index includes generating a composite portfolio comprising investment positions of each portfolio of each investor of the set of investors.Type: GrantFiled: September 4, 2012Date of Patent: April 30, 2013Assignee: E*Trade Financial CorporationInventors: Steven A Carpenter, Manu Sharma, Sven Junkergard
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Publication number: 20120330861Abstract: Systems and methods for generating a performance index are described. A rank score is generated for each investor relative to a group of investors of which the investor is a member. Generation of the rank score uses investment data of a portfolio of the investor, and the portfolio comprises at least one investment position. A set of investors is selected from the group of investors, and the selection is based on the rank score of each investor. The performance index is generated to provide a measure of performance of top individual investors over time relative to a market index. Generation of the performance index includes generating a composite portfolio comprising investment positions of each portfolio of each investor of the set of investors.Type: ApplicationFiled: September 4, 2012Publication date: December 27, 2012Applicant: E*TRADE FINANCIAL CORPORATIONInventors: Steven A. CARPENTER, Manu SHARMA, Sven JUNKERGARD
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Publication number: 20120296800Abstract: A computerized trading system permits global currency trading. The system preferably includes multiple affiliates at the local level, each in a different country, that act as introducing agents. Between these local affiliates there is a global exchange or hub, with the local affiliates and the global hub being arranged in a hub-and-spoke arrangement. Introducing affiliates are responsible for handling customer accounts and information, and accepting orders. The global exchange is responsible for routing orders to one or more multiple foreign exchange liquidity banks to handle foreign exchange transactions to convert one currency into another.Type: ApplicationFiled: June 19, 2012Publication date: November 22, 2012Applicant: E*TRADE FINANCIAL CORPORATIONInventors: Manolis TSAGARAKIS, Bea Calo
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Patent number: 8311911Abstract: A computerized trading system permits global currency trading. The system preferably includes multiple affiliates at the local level, each in a different country, that act as introducing agents. Between these local affiliates there is a global exchange or hub, with the local affiliates and the global hub being arranged in a hub-and-spoke arrangement. Introducing affiliates are responsible for handling customer accounts and information, and accepting orders. The global exchange is responsible for routing orders to one or multiple foreign exchange liquidity banks to handle foreign exchange transactions to convert one currency into another.Type: GrantFiled: February 20, 2001Date of Patent: November 13, 2012Assignee: E*Trade Financial CorporationInventors: Manolis Tsagarakis, Bea Calo
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Patent number: D795921Type: GrantFiled: April 20, 2016Date of Patent: August 29, 2017Assignee: E*TRADE Financial CorporationInventors: Shahzad Bhatti, Steven Michael Busse, Douglas Alan Miles, Drew Matthew Santo, Aaron Jason Winkler
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Patent number: D796542Type: GrantFiled: April 20, 2016Date of Patent: September 5, 2017Assignee: E*TRADE Financial CorporationInventors: Shahzad Bhatti, Steven Michael Busse, Douglas Alan Miles, Drew Matthew Santo, Aaron Jason Winkler
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Patent number: D842878Type: GrantFiled: July 10, 2017Date of Patent: March 12, 2019Assignee: E*TRADE Financial CorporationInventors: Shahzad Bhatti, Steven Michael Busse, Douglas Alan Miles, Drew Matthew Santo, Aaron Jason Winkler