How to's
- How to cancel your planning session and receive a credit or refund
- I have a finance question, how do I get help?
- How do I schedule a live meeting with my Origin Financial Professional?
- How do I find the link to join my meeting with my planner?
- How do I message my planner?
- How can I share documents with my Origin Planner?
- How can I reschedule my upcoming planner meeting?
- How do I request a new planner?