How do I connect my accounts?

Connecting all of your financial accounts will help you get the most out of Origin. By connecting your accounts, you'll have a consolidate view of your financial situation, so you can budget, track your net worth, monitor your investments, get personalized insights and more!

We use three data providers to connect your accounts: MX, Finicity and Plaid. We automatically default to the provider with the best connection, but you can choose the provider manually as well.

1. Start by clicking on the "+" in your Net Worth from the home page.
2. Search for your financial institution(s) in the modal.
3. You can also visit your profile page to see a list of your accounts or to make any modifications to them.

Updating your Accounts

Sometimes, a financial institution may require updates to your login settings to verify your identity:

1. Go to Accounts in your profile page.
2. If the account is disconnected, you'll see a "Reconnect" button.
3. Follow the instructions to update your credentials and refresh your connected accounts. This process may also help pull in any newly opened accounts or accounts that have not yet synced.
4. If the account is not showing as disconnected, you can trigger a refresh by click on the 3 dots next to the account and choosing "Manage Connection."

This setup ensures you are always up to date and can manage your finances efficiently from our platform.