How do I open an Origin Investment Account?

Opening a new Origin Investment account to access our investment portfolio services services is simple and can be done in just a few minutes on our mobile app.

If you already subscribe to the Origin tier, investing is included in your membership so you can open your account right away.

If you are on the Origin Lite membership, you can upgrade and unlock access to investing by subscribing to Origin for just $12.99/month. Go to your Profile > Membership and select Upgrade. Once subscribed, Investing will be activated and you can immediately open your account.

Here is the step-by-step process:

1. From your Origin app Investments page, tap "Invest with no management fees". This will launch the Investment account creation flow. 
2. We will ask you a few brief questions about your investing experience, goals, time horizon, and risk tolerance. Your responses help us suggest appropriate investment portfolios.
3. Based on your profile, we will recommend diversified, risk-adjusted portfolios designed to meet your needs. Origin Investment currently only supports individual taxable investing accounts. IRA accounts, joint accounts, and other account types are on our roadmap but not yet supported. Browse the options and select the portfolio allocation that you feel best fits your investment objectives.
4. Link a bank account to seamlessly transfer funds into your new account. We accept linkage or manual account details entry.
5. Once your portfolio is selected and account funded, you're all set! You can now access the full investing experience to manage your holdings, make trades, view performance analytics, and more.