Linking your external accounts like banking, investments, loans, and credit cards lets us give you a 360-degree view of your finances—and personalized insights and guidance.
Once your accounts are connected, we start:
- Analyzing spending patterns and cash flow to optimize budgeting
- Improving investments by assessing your portfolio balances and where your money’s at
- Modeling equity scenarios to maximize your exercise opportunities
- Monitoring your financial health metrics like income, debt, and net worth
In addition, linking accounts gives your Certified Financial Planner™ professionals the info they need to give you the best advice possible during your sessions. Save yourself some time, skip basic data gathering and focus on your goals.
We encourage connecting accounts to get the most value from Origin's financial tools and planner access.
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