Patent ID: 8775214

Claim:
A method for managing multiple accounts associated with a user, the method comprising: (a) receiving a machine readable data signal into a computer system, the signal including a first set of information associated with identification of the user; (b) in response to the first set of information, identifying a second set of information using the computer system, the second set of information relating to a financial investment account associated with the user, the financial investment account being associated with a financial institution; (c) in response to the first set of information, identifying a third set of information using the computer system, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial investment account; (d) generating a fourth set of information with the computer system based upon the second set of information and the third set of information, wherein the fourth set of information includes at least one item of information not provided in any of the first, second, and third sets of information; and (e) sending from a server a machine readable signal including the fourth set of information to the user or a designee of the user.