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If you head to your Spending tab and scroll down to the bottom of the page you should see your "Spending Settings" in the right corner. You will be able to manage all of your custom rules and tags ...

Managing your finances as a couple has never been easier with Origin. Follow these simple steps to invite your partner to join your dashboard: Navigate to Profile Settings: Log in to your Origin...

Having trouble inviting your spouse to join your account? Here are a few tips to help you troubleshoot: Error Message: "Email Already Associated with an Origin Account" This error typically means...

Adding an extra layer of security to your account with two-factor authentication (2FA) is easy. Follow the steps below to request 2FA for your login: Request 2FA Activation: Via Support Widget:...

We understand that plans can change unexpectedly. If you need to cancel your Planning Session, you can do so up to 24 hours before the scheduled time to receive a full credit back to your Origin ac...

If you need to locate your investment account number, follow these simple steps: Log in to your account: Start by logging in to your Origin account through our website or mobile app. Navigate t...

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...

We get it—sometimes plans change. Right now, if you'd like to restart your estate plan and start over from scratch our team will need to make this change for you.  Simply type "agent" in your chat ...

Rest assured that you will still be able to access your estate plan even if your employment status changes!  As an employer-sponsored member, you will have access to a grace period when you leave a...

Origin does not handle pre-existing estate plans. However, you can create, edit and store your estate plan all in one place with our platform. Choose from our options, which are available either th...