How can my spouse/partner share my Origin account?

We encourage you to add your partner to your Origin account so they can be involved in the financial planning process if you manage your finances jointly. Comprehensive guidance works best when both individuals are participating.

Easily share access to your Origin profile by:

1. Clicking your profile icon in the top right and selecting "Profile"
2. On your Profile page, click the "Invite Your Partner" button
3. Enter their email address and they will receive instructions to access your shared account

Once your invitation is accepted, you and your partner will have full shared access to your Origin profile, including communication with your financial planner.

Having both parties actively participate, share information, and communicate with the planner can lead to better informed, more tailored financial advice. Please let us know if you or your partner have any issues accessing the shared account!