To provide you with a complete financial picture, Origin allows you to securely connect a wide variety of investment accounts. Here’s some popular examples:
- 401(k), 403(b), 457 retirement plans
- Traditional IRAs and Roth IRAs
- Taxable brokerage accounts
- Trust accounts
- 529 college savings plans
Any investment account that has a cash balance can be synced to your Origin profile. This includes accounts held at other brokerages, banks, investment platforms, and more.
Linking accounts is easy and completed in a few simple steps. And don't worry - your data and account credentials remain private and secure.
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