How do I get started with my Origin benefit?

Welcome to Origin! If you employer offers Origin as a part of their benefits package, follow the steps outlined below to make the most out of your access! 

Create your login

First, you’ll need to create your account.

1. Visit the Origin Sign-Up page to get started.
2. Enter your work email and your name
3. A verification code will be sent to your inbox for verification 

Connect accounts

To maximize your Origin experience, we recommend connecting as many accounts as possible to your profile. This information will:

• Populate your dashboard and calculate your current overall net worth 
• Inform your Origin Planner of your current standing

Once your accounts are connected, your dashboard will display all your financial information in one place. You'll be able to:

• Track your spending
• Create a budget
• Monitor your investment progress
• and even more!

Meeting your planner

Next, you'll probably want to meet with one of Origin Planners to get some expert advice. 

1. Go to your Origin profile and select "Find Your Planner"
2. Select any topics you want to cover
3. Choose your preferred planner from the list of best matches for you
4. Once you’ve confirmed your planner, select a time to schedule your first meeting