Sidekick
- What are Sidekick’s limitations?
- What if Sidekick gives me an incorrect response?
- How do I get the most out of Sidekick?
- How do I access Sidekick?
- How do I get started with Sidekick?
- Is my financial data secure with Sidekick?
Equity
- How do I track my exercised equity grants in the tool?
- Can I simulate different scenarios for exercising my equity grants?
- Can I use the equity tool to track equity grants from multiple companies?
- How often should I update my equity grant information in the equity tool?
- What information do I need to input to use the equity tool?
- What should I do if the equity tool is showing incorrect information or if I can't access the equity tool?
Origin Invest
- How long do withdrawals from my Origin Invest account take to reach my bank account?
- How long does it take for money I deposit to become available to trade in my Origin Invest account?
- How to transfer my Origin Invest account out of Origin?
- What is a fractional share and fractional investing?
- Can I hold cash in an Origin Invest account?
- How does Origin execute trades in my account?
Planning
Investments
- Why won’t my Fidelity account connect?
- Why won’t my Vanguard account connect?
- How do I link my Wealthfront account?
- Can I access my Origin investment data on mobile apps?
- Can Origin consolidate my spouse's investment accounts?
- How far back can I view my investment performance history on Origin?
Spending
- How do I add a custom category for my transactions?
- How do I view a previous month’s budget?
- How can I fix missing transactions?
- How do I hide transactions or mark a duplicate transaction?
- How can I filter my transactions?
- How do I edit my budget?
For You
- Can I download or export my credit scores tracked over time?
- What's the range for a "good" or "excellent" credit score?
- What's the difference between a credit report and a credit score?
- My score went down recently. What could have caused this change?
- What if there’s an inaccuracy in my credit score?
- Why is the score shown different than other credit scores I've seen?