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 to:

• Analyze your financial situation
• Provide accurate, personalized insights
• Deliver recommendations aligned with your goals and risk profile
• Proactively identify financial opportunities and areas that may deserve your attention
• Personalize your Financial Health Score and Actions

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 provide relevant financial guidance, AI Advisor can draw from information including:

1. Connected Accounts – Linking your bank, credit, investment, and retirement accounts gives AI Advisor a more complete picture of your finances.
2. 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.
3. 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.

AI Advisor can use this context both when responding to questions you ask and when analyzing your financial picture to surface proactive guidance.

Additionally, AI Advisor keeps a secure history of your past chats so you can revisit recommendations and track how your plan evolves over time.