How can my partner and I collaborate within Origin?

Origin’s Partner Access makes it easier than ever for couples to manage their finances together — while still maintaining individual privacy when needed. Here’s how you can collaborate:

Connect Accounts

Sync all of your individual and joint bank accounts, credit cards, loans, and investments, even across different institutions. You’ll get a complete view of your combined net worth, spending, and income — all in one place.

View Together or Separately

Use the new view toggles to easily switch between:

• Yours: See only your own accounts and transactions

• Theirs: See only your partner’s accounts and transactions

• Ours: View everything together

This gives you full control over how you and your partner want to track and manage your money.

Joint Budgeting

Set up shared budgets, monitor your collective spending across categories, and work toward shared financial goals like vacations, buying a home, or saving for retirement — while still keeping flexibility for individual goals.

Collaborative Planning

Meet together with your Origin planner to map out joint goals. You can schedule sessions together, review both of your finances side-by-side, and build a plan that works for both of you.

Tax Filing

Easily file taxes jointly through Origin when it makes sense. You’ll also have easy access to any prior-year joint tax returns filed with us.