Why should I link my investment accounts to Origin?

Linking your investment accounts helps you take control of your wealth in many ways:

• Consolidated net worth tracking - See your total asset allocation and net worth across all accounts in one place. No need to log into multiple platforms, Origin will always show you the big picture.
• Performance monitoring - Easily track returns across all of your investments. Identify your top and bottom investment performers with ease right from the Portfolio tab. 
• Risk analysis - Get a bird's eye view of risk exposure across all your holdings, and get Origin guidance on where to make adjustments as needed.
• Better informed decisions - By having all your investment data integrated into Origin, you can make smarter investment choices and portfolio adjustments holistically.
• Time saver - No more manually tracking multiple investment accounts and logging into each one. Automated data with all your accounts connected to Origin makes life easier!
• Security first, every time - Our security team uses top of the line industry tactics to make sure your linked account information is never compromised or shared. It’s the priority above all else.