Can Origin consolidate my spouse's investment accounts?

Yes, once you link any joint investment accounts you share with your spouse—like a joint brokerage or IRA—Origin will automatically consolidate those with your own investment accounts.

This provides a holistic view and insights across your combined household portfolio. You'll be able to see total balances, performance metrics, asset allocation, and more for your unified investment picture.

At Origin, we make it simple for families to get a complete overview of their investments in one place. No more manually combining multiple reports-consolidated investing made easy. Let us know if any other questions arise!