HEALTHEQUITY SIMPLYINVEST

LIVE

Serial Number

99676988

Owner

HealthEquity, Inc.

Attorney

Meredith Lobel-Angel

First Use Date

Dec 11, 2025

Filing Date

Mar 2, 2026

Add to watchlist:

No watchlists yet

+ Create New Watchlist

View on USPTO

HEALTHEQUITY SIMPLYINVEST Trademark

Serial Number: 99676988 • Registration: 8434848

HEALTHEQUITY SIMPLYINVEST is a trademark filed by HealthEquity, Inc. on March 2, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

HealthEquity, Inc. (18 trademarks)

1276 South 820 East Suite 201
American Fork, UT 84003

Entity Type: 03

Legal Representation

Attorney of Record

Meredith Lobel-Angel

2 trademarks filed View all →

Correspondence Address

Meredith Lobel-Angel HEALTHEQUITY, INC.

121 West Scenic Pointe Drive

Draper, UT 84020

United States

Trademark Details

Filing Date

March 2, 2026

Registration Date

September 15, 2026

First Use Anywhere

December 11, 2025

First Use in Commerce

January 2, 2026

Published for Opposition

July 28, 2026

Goods & Services

Financial investment services, namely, a mutual fund portfolio offering for account holders of health savings accounts.

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Sep 15, 2026 NRCC

REGISTERED-PRINCIPAL REGISTER

Sep 15, 2026 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 28, 2026 NPUB

PUBLISHED FOR OPPOSITION

Jul 28, 2026 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 22, 2026 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 30, 2026 CNSA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jun 30, 2026 GNEN

EXAMINER'S AMENDMENT ENTERED

Jun 30, 2026 XAEC

EXAMINERS AMENDMENT E-MAILED

Jun 30, 2026 GNEA

EXAMINERS AMENDMENT -WRITTEN

Jun 30, 2026 CNEA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 29, 2026 GNRN

NON-FINAL ACTION E-MAILED

Jun 29, 2026 GNRT

NON-FINAL ACTION WRITTEN

Jun 29, 2026 CNRT

ASSIGNED TO EXAMINER

Jun 29, 2026 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 28, 2026 NWOS

APPLICATION FILING RECEIPT MAILED

Mar 2, 2026 MAFR

NEW APPLICATION ENTERED

Mar 2, 2026 NWAP

Related Trademarks

More from this Owner

HEALTHEQUITY INVESTOR CHOICE

HSA WEEK

BALANCE BOOSTER

More in Same Class

SOVEREIGN MARKET ARCHITECTURE