Method and apparatus for determining personal qualified dividend income and generating information statements thereof

US7953661B2 · kind B2 · utility

Assignee

• Vanguard Group, Inc. · US

Inventors

• Dori Laskin · Fort Washington, US
• Michael Alan Bray · Waterloo, US
• Thomas J. Cresswell · Schwenksville, US
• Deanna J. Flores · Havertown, US
• Andrea A. Gasser · Broomall, US
• Mary H. Pichola · Whitemarsh, US
• Robert P. Smith · Santa Cruz, US

Key dates

• Filing date: Apr 29, 2004
• Grant date: May 31, 2011
• Expiry date: Mar 30, 2030

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/10
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Personal qualified dividend income (QDI) is calculated for one or more investors for mutual fund dividend distributions made to accounts of the investors from one or more mutual funds. Personal QDI information may be automatically generated and provided to investors. A similar process may be performed for brokerage accounts that hold individual stocks.