How do I open an Origin Investment Account?

TL;DR: Origin offers multiple investing paths — Automated Investing, Thematic Stock Bundles, and a high-yield Cash Account — so you can pick what fits your style.

Q: What investing options does Origin provide?

A: You can choose from:

• Automated Investing (set-and-forget model)

• Thematic Stock Bundles (curated groups like “Clean Energy”, “Tech Growth”)

• A Cash Account (park funds and earn an industry-leading APY)

Q: How does the Automated Investing option work?

A: Connect your Origin investment account and select an automated strategy. Origin invests your funds according to the strategy’s rules and you can monitor performance from your dashboard.

Q: What are Thematic Stock Bundles?

A: These are curated collections of stocks grouped by theme or strategy (for example, sustainability or emerging markets). You purchase the bundle and hold the underlying stocks as one portfolio.

Q: What is the Cash Account option?

A: If you’re not ready to invest right away, you can place your funds in Origin’s Cash Account and earn a competitive APY while you decide.

Q: Is there a minimum or fee for investing with Origin?

A: Check the “How much money do I need to open an Origin Investment account?” and “You don’t charge fees for investing, so what’s the cost?” articles for details.

Q: Who can open an investment account with Origin?

A: Most U.S. residents who meet eligibility criteria can open an Origin Investment account—check the “Who can open an Origin Investment Account?” article for full details.

Last updated: October 2025