HEALTHEQUITY SIMPLYINVEST Trademark
Trademark Overview
On Monday, March 2, 2026, a trademark application was filed for HEALTHEQUITY SIMPLYINVEST with the United States Patent and Trademark Office. The USPTO has given the HEALTHEQUITY SIMPLYINVEST trademark a serial number of 99676988. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, June 30, 2026. This trademark is owned by HealthEquity, Inc.. The HEALTHEQUITY SIMPLYINVEST trademark is filed in the Insurance & Financial Services category with the following description:
Financial investment services, namely, a mutual fund portfolio offering for account holders of health savings accounts.
General Information
| Serial Number | 99676988 |
| Word Mark | HEALTHEQUITY SIMPLYINVEST |
| Filing Date | Monday, March 2, 2026 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, June 30, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | HEALTH EQUITY SIMPLY INVEST |
| Goods and Services | Financial investment services, namely, a mutual fund portfolio offering for account holders of health savings accounts. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 2, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 11, 2025 |
| First Use In Commerce Date | Friday, January 2, 2026 |
Trademark Owner History
| Party Name | HealthEquity, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Draper, UT 84020
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 2, 2026 | NEW APPLICATION ENTERED |
| Monday, March 2, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 28, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 29, 2026 | ASSIGNED TO EXAMINER |
| Monday, June 29, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, June 29, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, June 29, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 30, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, June 30, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 30, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, June 30, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 30, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
