BNY Mellon Distributors Holdings Inc. Patent applications |
Patent application number | Title | Published |
20140304190 | CASH SWEEP ACCOUNT PLATFORM SYSTEM AND METHOD - An integrated banking transaction services (IBTS) module receives an instrument from a client to initiate a brokerage transaction between a broker-dealer and an investment firm. The IBTS module transmits a notification message to a broker-dealer that the instrument was presented. The IBTS module receives a confirmation message from the broker-dealer that includes information as to whether to pay the instrument. If the instrument is to be paid, the IBTS module transmits information associated with the brokerage transaction to a sub-accounting engine. | 10-09-2014 |
20140067720 | SYSTEMS AND METHODS FOR DETERMINING AN EARNINGS PORTION OF A DISTRIBUTION FROM A 529 PLAN - A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts. | 03-06-2014 |