Is my financial data secure with AI Advisor?
At Origin, your privacy and security are our top priorities. We are committed to keeping your personal and financial information safe, private, and used only to benefit you.
Bank-Level Security
- 256-bit AES encryption protects your data at rest
- Secure HTTPS protocols protect your data in transit
- 24/7 system monitoring ensures threats are detected and addressed immediately
- We work only with industry-leading hosting and security providers
AI Built for Privacy
AI Advisor uses your information solely to:
- Analyze your financial situation
- Provide accurate, personalized insights
- Deliver recommendations aligned with your goals and risk profile
No Selling or Sharing of Your Data
We will never sell or share your data for advertising or marketing purposes.
How AI Advisor Uses Your Data
To give you the most accurate and relevant financial guidance, AI Advisor draws from three key data sources:
- Connected Accounts – Linking your bank, credit, investment, and retirement accounts gives AI Advisor a complete picture of your finances.
- Partner Data in Joint Plans – If you share a plan, AI Advisor considers all connected accounts (yours and your partner’s) for context, but recommendations are always tailored to the logged-in user’s risk profile.
- Risk Profile – This short questionnaire defines your comfort with risk, goals, and time horizon, allowing AI Advisor to align its advice with your unique preferences.
Additionally, AI Advisor keeps a secure history of your past chats so you can revisit recommendations and track how your plan evolves over time.
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