How do I set up automated/recurring deposits?

Recurring deposits are a simple way to automate your savings and build strong financial habits over time. Here’s how to set up a scheduled transfer to your Auto Index or Cash Account:

1. Log in to your Origin profile
2. Go to the Brokerage tab
3. Click “Move Money”
4. Choose the amount, destination account, and transfer frequency
5. Click “Deposit” and confirm your details

You’ll be able to customize:

• The account you want to fund (Auto Index or Cash)
• The frequency (weekly, bi-weekly, monthly, etc.)
• The transfer amount
• The start date

Once set, you can manage, edit, or cancel your recurring deposits anytime from the Activity section of your dashboard.

Let us know if you need help getting started — we’re happy to walk you through it!