How can my partner and I collaborate within Origin?

Adding your partner enables you to manage money together in Origin.

Connect Accounts: Sync up all your individual bank/credit card accounts, even across different institutions. This provides a unified view of collective spending, income streams, transactions, and asset balances.

Joint Budgeting: Review shared spending across categories where you may align or overspend. Set group goals around savings priorities like vacations, home renovations, or retirement.

Joint Planning:

Schedule sessions together with Origin's licensed financial planners to help you hit your financial goals.

Tax Filing:

Jointly file your taxes in Origin. Quickly access prior-year joint returns filed with Origin in one place.

Origin supports clarity across the complete financial picture so couples can work as a team toward targets. Stay on the same page with comprehensive yet secure visibility that may be missing from offline money discussions.