Inventors:
Dori Laskin - Fort Washington PA, US
Michael A. Bray - West Chester PA, US
Thomas J. Cresswell - Schwenksville PA, US
Deanna J. Flores - Havertown PA, US
Andrea A. Gasser - Broomall PA, US
Mary H. Pichola - Lafayette Hill PA, US
Robert P. Smith - West Chester PA, US
Assignee:
The Vanguard Group, Inc. - Malvern PA
International Classification:
G06Q 40/00
US Classification:
705 40, 705 36 R, 705 36 T, 705 19
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.