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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 2, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, March 2, 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
| Goods and Services | Financial investment services, namely, a mutual fund portfolio offering for account holders of health savings accounts. |
| NOT AVAILABLE | "simply" and "invest" |
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 |
