INVESTING ON AUTOPILOT — 2068939
Application number
2068939
Type(s)
Standard Characters
Category
Trademark
CIPO Status
SEARCHED
TM5 status
LIVE/APPLICATION/
Under Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and that this application has been assigned to an examiner.
Filed
2020-12-07
Applicant
Wealthsimple Technologies Inc.
80 Spadina Ave., 4th Floor
Toronto
ONTARIO M5V2J4
Agent
MARKS & CLERK
33 Yonge Street,
Suite 300
Toronto
ONTARIO M5E1G4
Documents
Index headings
- INVESTING ON AUTOPILOT
- AUTO PILOT
Goods (Nice class & Statement)
- 9
- (1) Mobile application software for use in accessing and managing financial investments; Mobile application software for wealth management, financial planning, investment counseling and advisory services; Mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; Mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; Mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; Mobile application software automated investment management; Mobile application software for financial consultation in the field of cryptocurrency; Mobile application software for financial asset management, namely maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; Mobile application software for financial lending and financing services, capital investment services, brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely managing orders and monitoring account balances, securities market research services, namely constructing model portfolios of securities, account management services, namely automated fee processing, statement production, and investment management; Mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; Mobile application software for financial trust and estate services, namely trust company services, estate planning, estate management; Mobile application software for mortgage services and providing mortgage information; Mobile application software, for insurance services and providing insurance information; Mobile application software for management of tax registered plans; Mobile application software for securities brokerage account services and margin loan services; Mobile application software for tax and taxation planning, advice, information and consultancy; services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing
Services (Nice class & Statement)
- 35
- (1) Tax and taxation planning, advice, information and consultancy services; Tax preparation services; Tax filing services; Preparing income tax reports; Tax auditing services
- 36
- (2) Financial and investment services, namely financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments; Providing on-line news in the field of finance; Money transfer; Electronic transfer of funds; Electronic payment services; Money wiring services; Money exchange services; Wealth management; Investment and management of portfolios of transferable securities and investment funds; Automated investment management; Financial planning, investment counseling and advisory services; Advisory services in the field of credit and debit control, investment, grants and financing of loans; Financial consultation in the field of cryptocurrency; Financial asset management, namely maintaining possession and records of financial assets of others; Financial lending and financing services; Capital investment services; Financial services, namely provision of a cryptocurrency blockchain for digital currency exchange and trading services; Brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading; Online trading of securities, namely managing orders and monitoring account balances; Securities market research services, namely constructing model portfolios of securities; Account management services, namely automated fee processing, statement production, and investment management; Financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; Providing stock and securities market information; Providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; Providing business news and commentary in the field of blockchain technology and cryptocurrency; Online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; Financial trust and estate services, namely trust company services, estate planning, estate management; Mortgage services and providing mortgage information; Insurance services and providing insurance information; Management of tax registered plans; Securities brokerage account services and margin loan services; Providing online access to software to simulate securities market activity in order to permit user to practice the skills of trading securities; Payroll tax debiting; Tax payment processing services
Recordals (known also as Footnotes)
Owner Address Change / Changement d'adresse du propriétaire DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2021-03-19 COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 1846865 Security Agreement Placed on File / Accord de sécurité inscrit au dossier DATE RECORDED / DATE CONSIGNEE: 2023-10-16 DATE OF CHANGE / DATE DE CHANGEMENT: 2023-08-23 COMMENTS / COMMENTAIRES: National Bank of Canada, as Buyer Voir Preuve au dossier/See evidence on File No. 2071093 Owner Address Change / Changement d'adresse du propriétaire DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2023-11-16Action History
| Action | Action date | Due date | Comments |
|---|---|---|---|
| Filed | 2020-12-07 | ||
| Created | 2020-12-07 | ||
| Formalized | 2020-12-07 | ||
| Amendment to Application | 2021-03-19 | Owner Address Change / Voir Preuve au dossier/See evidence on File No. 1846865 | |
| Pre-Assessment Letter Sent | 2022-05-11 | Multiple Reasons | |
| Security Interest Placed | 2023-10-16 | Security Agreement Placed on File / Voir Preuve au dossier/See evidence on File No. 2071093 | |
| Amendment to Application | 2023-11-16 | Address/address | |
| Search Recorded | 2024-08-26 | ||
| Examiner's First Report | 2024-08-26 | 2025-02-26 | |
| Correspondence Created | 2025-07-03 | 2026-01-03 | |
| Correspondence Created | 2026-03-09 | 2026-09-09 |