Why do I need to connect my accounts?

Connecting your external accounts—like bank accounts, investments, loans, and credit cards—gives you the most accurate and complete picture of your financial life.

Once your accounts are linked, Origin can help you:

• Understand your cash flow and spending habits to create smarter budgets

• Get a clear snapshot of your investments to optimize your portfolio and see where your money is working

• Model your equity compensation so you can make the most of your stock options and RSUs

• Track your overall financial health across income, debt, and net worth

Plus, connecting your accounts gives your Certified Financial Planner™ the context they need to offer personalized, actionable advice—so you can spend less time on background and more time focusing on your goals if you decide to meet with them. 

The more you connect, the more value you’ll get from Origin’s tools and expert support.

It’s secure, private, and designed to help you make confident financial decisions.

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How do I connect my accounts?

How does Origin use its partners to connect accounts?