HSA Bank et al v. Lively, Inc. et al, ctdc:3:2019cv00183

Banking Services;

Banking services; internet and on-line banking services; administration of savings accounts; bill payment services; check processing; debit card services; electronic cash transactions; electronic debit transactions; electronic payment, namely, electronic processing and transmission of bill payment data; electronic transfer of money; financial information provided by electronic means; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on-line financial calculators; savings account services; health savings account services, namely, providing banking services and savings account administration for consumer-driven health care plans and defined contribution health care plans; custodial services, and trustee services for health savings accounts;

banking services; internet and on-line banking services; administration of savings accounts; bill payment services; check processing; debit card services; electronic cash transactions; electronic debit transactions; electronic payment, namely, electronic processing and transmission of bill payment data; electronic transfer of money; financial information provided by electronic means; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on-line financial calculators; savings account services; health savings account services, namely, providing banking services and savings account administration for consumer-driven health care plans and defined contribution health care plans; custodial services, and trustee services for health savings accounts;

banking services; checking account services; savings account services; and relationship banking services that offer customers the opportunity to receive a variety of money saving and convenience features, including free checks and checking, free travelers checks, free online banking, free online bill paying, discounted rates on home equity loans and other types of loans, special rate offers on certificates of deposit, premium rates on savings accounts, and one combined account statement with links to customers' other accounts, including checking, savings, money market, certificates of deposit and/or loans;

financial [and insurance] services, namely, banking services, personal and commercial banking services, checking account services, savings account services, direct deposit services, deposit services, safety deposit box services, certificates of deposit, online banking, online bill payment services, wire transfer services, automated teller machine services, electronic funds transfer services, credit card and debit card services, investment banking services, providing banking and securities underwriting and brokerage services; mortgage and lending services; personal loans, commercial loans, personal lines of credit, mortgage loans, home equity loans, real estate financing services, lease-purchase financing services, offering financing in the form of equity services; financial planning, financial advisory services, financial management services, financial management, namely, asset management, investment management, investment consultation, fund investment services, investment brokerage services, valuation services, money market account services, mutual fund administration and brokerage services; trust services, namely, investment and trust company services, fiduciary services, namely, trust and estate plan consultation, estate settlement; trust, estate and investment custody, administration, record keeping and reporting services, namely, safekeeping, investing and managing assets, executing and settling securities trades, corporate financial action reporting and management, financial transaction processing, bill payment, tracking and reporting financial account, asset and financial transaction information, online financial account services, preparing account statements and summaries; retirement planning; ERISA, Taft-Hartley, employee benefit and employee pension plan administration and consultation; [insurance agency, brokerage, underwriting and administration services in the fields of life, accident, health, disability, long-term care, management and professional liability, credit and export, travel, surety, property, casualty, automobile, home and fire insurance; risk management;] providing information in the fields of banking, finance, trusts, estates, investments, asset management, financial planning, employee benefit plans, employee pension plans[, and insurance] through electronic means and by telephone;