PERFOLIO trademarks under serial number 85426715. The goods are Computer software and applications for use in the field of personal finance, banking, investments and accounting; Computer software and applications for use in retirement and tax planning; Computer software and applications for use in the field of financial services; computer software and applications for trading securities; Computer software and applications for use in financial transaction processing and management; Computer software and applications for managing financial records; Computer so, Printed materials, including accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning, Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access, Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Pr, Monitoring of computer systems for security purposes, namely provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Computer systems security services, namely online account and password protection; Providing financial fraud protection and prevention; Online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts. Currently that trademark is represented by trademark attorney(s): Jennifer L. Couture, Esq..

PERFOLIO

USPTO Trademark Record · Serial No. 85426715

Trademark details

PERFOLIO is a trademark. Serial number of that application is 85426715.

It was initially claimed by Personal Capital Corporation on 20110920.

That brand applies to the following goods and services:Computer software and applications for use in the field of personal finance, banking, investments and accounting; Computer software and applications for use in retirement and tax planning; Computer software and applications for use in the field of financial services; computer software and applications for trading securities; Computer software and applications for use in financial transaction processing and management; Computer software and applications for managing financial records; Computer so, Printed materials, including accounting and financial forms, bank checks, blank forms, bookkeeping forms, business forms, brochures, newsletters, manuals, guides and printed instructional materials in the fields of computer software and applications, accounting, business, finance, investments, retirement planning, and tax planning, Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access, Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Pr, Monitoring of computer systems for security purposes, namely provide monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Computer systems security services, namely online account and password protection; Providing financial fraud protection and prevention; Online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts.

Currently that trademark is represented by trademark attorney(s): Jennifer L. Couture, Esq..

You can learn more about that trademark on the USPTO website: View the USPTO record

Services available

Service	Description	Our Fee	Gov. Fee
Statement of Actual Use for Your Trademark	Prepare and file a Statement of Actual Use for your Trademark with the USPTO.	$295	$150
Extension of Time to File Trademark SOU	Prepare and file an Extension of Time to File Statement of Use (EOT) with the USPTO.	$320	$125
Trademark Registration	One of our Attorneys will search, advise and file your new application. Service includes a short consultation with an attorney (over the phone or by email), up to 3 choices for your trademark name, and the correct classification of goods which will save you money! Application covers 1 International class of goods.	$649	$350
Trademark Renewal (Section 8 and Section 15 Affidavits; filed 5-6 year after registration) +Attorney of Record for 5 years, until next renewal	Prepare and File Trademark Renewal 5-6 year, including Section 8 Affidavit of Continuous Use; Section 15 Declaration of Incontestability, if applicable. +Attorney of Record for 5 years, until next renewal	$700	$575
Trademark Renewal 9-10 year+Attorney of Record for 10 years, until next renewal	Prepare and File Trademark Renewal 9-10 Year, including P Section 8 Affidavit of Continuous Use; Section 9 Application for Renewal. +Attorney of Record for 10 years, until next renewal	$700	$650
Response to Office Action - FREE estimate	Provide email with an estimated price for the response to the office action.	Vary	Vary
Consultation	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
All other issues	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
Estimate	Provide email with an estimated price for the requested service(s).	Vary	Vary
Licensing Agreement	Custom made trademark licensing or sharing agreements. From $600 -- request an estimate	$1,000	Vary
Assignment	Transfer of the trademark ownership. Assignments. From $400 -- request an estimate.	$400	$40

Questions about this trademark?

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