How do I access AI Advisor?

AI Advisor is built directly into Origin, giving you access to personalized financial guidance throughout your experience.

You can use AI Advisor to ask questions about your money and review proactive insights based on your financial picture.

View your proactive advice

1. On desktop and mobile, select the “Advice” tab from your dashboard home screen. It is located in top of your net worth details

From your proactive AI Advisor experience, you can review:

• Your Financial Health Score
• Personalized, prioritized Actions
• Additional reasoning about why an Action may matter and what you may want to do next

Ask AI Advisor a question

1. On Desktop - Select the “✦ Ask Anything” button in lower left corner, or the Instant Insights button “✦”  in the upper right corner
2. On Mobile - Select the Instant Insights button “✦” in lower right corner

Ask about your spending, investments, financial goals, or other areas of your financial life using natural language.

Forecasting with AI Advisor

Head to Forecast to explore different financial scenarios. You can ask questions such as:

• “What if I buy a home in 2027?”
• “What happens if I retire five years earlier?”
• “What if I increase my savings?”

AI Advisor can help model the scenario using your financial information in Origin.

Don't see AI Advisor in your account?

If AI Advisor isn't showing up, your employer's plan may not currently include it. We recommend reaching out to your People Team for more information about your benefits