Due to contractual limitations, our financial planners can only directly advise our primary account holder and authorized spouse or partner. However, your dependents may create their own accounts as long as they meet the eligibility criteria.
You are welcome to discuss your dependents' financial situations and questions with your planner. While they cannot provide advice directly to other dependents, Origin Financial Professionals can point you to helpful educational resources, tools, or general recommendations to share with family members.
Topics you could cover related to dependents include things like:
- College savings strategies
- How to teach kids about money
- Helping elderly parents with budgeting or insurance options
- Planning for a dependent with special needs
So while we cannot work with dependents 1-on-1, our planners are happy to equip you with guidance and information to help address your family's financial needs.
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