How do I connect my accounts?

TLDR: You can connect your accounts by selecting the “+ ” Add Account button and signing in through one of our data providers: Plaid, MX, or Finicity.

Connecting all of your financial accounts will help you get the most out of Origin. By connecting your accounts, you'll have a consolidated view of your financial situation, so you can budget, track your net worth, monitor your investments, get personalized insights and more!

We use three data providers to connect your accounts: MX, Finicity and Plaid. We automatically default to the provider with the best connection, but you can choose the provider manually as well if you have a preference.

1. On desktop - Click the "+" button from the top right of your dashboard 

2. On mobile - Click the gear icon in upper right, then head to the Account Management page, then click "+"
3. Choose from the popular financial institutions or search for your institution by name (you can also view other institution connection that we support by category by scrolling down). 
4. Once located, follow the prompts to connect your account.

If you experience issues connecting your account with the default provider assigned, click the three-dot menu next to the institution name to manually select an alternative connector.

Be sure to check out this blog post for a visual walkthrough! 

Updating your Accounts

Sometimes, a financial institution may require updates to your login settings to verify your identity:

1. Go to Accounts in your profile page.
2. If the account is disconnected, you'll see a "Reconnect" button.
3. Follow the instructions to update your credentials and refresh your connected accounts. This process may also help pull in any newly opened accounts or accounts that have not yet synced.
4. If the account is not showing as disconnected, you can trigger a refresh by click on the 3 dots next to the account and choosing "Manage Connection."

This setup ensures you are always up to date and can manage your finances efficiently from our platform.

Last updated: October 2025