Origin
Categories
- About Origin You best (money) friend.
- Forecasting See how life events, income changes, and big goals impact your financial future.
- Investing Your money should make you money- Put it to work with automated investing or Stock Bundles. No advisory fees.
- Financial Planning Get personalized guidance for decisions both big and small—from saving for a vacation to planning for retirement.
- Spending & Budgeting Take control of your financial future. Track your spending. Build a budget that works for you.
- Estate Planning Decide who gets what, when, and how by creating an estate plan with Origin.
- Account Connection Your finances in real time.
- Promotions We like free stuff, too.
- Tax File your taxes for free with an Origin membership
- Sidekick AI-powered financial guidance at your fingertips.
- Equity Origin can help you understand your employer equity- track your equity compensation over time.
- Net Worth Know your worth.
- Credit Score Understand, Improve, Succeed.
- Origin Referral Program Love Origin? We’ll reward you for telling your friends!
- Learning Quizzes, articles, webinars- financial education your way.
- Managing Your Origin Account
- Security & Privacy