How do I access AI Advisor?

AI Advisor is built right into your Origin dashboard, giving you expert, real-time financial guidance at the click of a button. You’ll find it thoughtfully embedded throughout the product — ready to help wherever you’re planning, reviewing, or forecasting.

✦ Instant Insights: Available Across the Platform

Keep an eye out for the “✦” Instant Insights icon — it’s your gateway to AI-powered advice in context.

• You’ll find this icon on many of the insight cards throughout the platform
• It also lives in the lower-left corner of your home dashboard under “Ask Anything”, giving you quick access to AI Advisor at any time

Forecasting with AI

Head to your Forecast tab to dive deeper into scenario planning.

• Just below your forecast chart, you’ll see an AI Summary prompt
• Click into it to ask forecasting-specific questions like “What if I buy a home in 2027?” or “How does retiring early affect my plan?”
• The AI will run the numbers and adjust your forecast accordingly — no manual steps required

Don’t see AI Advisor in your account?

If AI Advisor (formerly called Sidekick) 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.