Robin
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Recent activity by Robin-
Migration from Monarch to Origin tutorial
⚠️ Heads up: We’re constantly improving the Origin experience, so the screenshots or videos here might look a little different from what you see in the app today — but the steps still apply!
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Investing tutorial with Phounsouk
⚠️ Heads up: We’re constantly improving the Origin experience, so the screenshots or videos here might look a little different from what you see in the app today — but the steps still apply!
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Intro to Origin tutorial with Atul
⚠️ Heads up: We’re constantly improving the Origin experience, so the screenshots or videos here might look a little different from what you see in the app today — but the steps still apply!
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Tracking tutorial with Liz
⚠️ Heads up: We’re constantly improving the Origin experience, so the screenshots or videos here might look a little different from what you see in the app today — but the steps still apply!
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Learn more about Reports on Origin
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What to do before canceling your Origin subscription
If you’re planning to cancel or deactivate your Origin account, please note that you must first withdraw all funds from any brokerage products (such as Origin Cash Account, Stock Bundles, and Auto ...
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How to edit your Equity
If you need to make changes to your equity, follow these simple steps: Navigate to the Equity tab. Select into the Portfolio section from the top menu. Select the pencil icon to the right of ...
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Origin iOS Widgets
Origin widgets are designed to make it easier than ever to stay on top of your spending and investments — right from your iPhone home screen. Here’s what each widget does: 1. Spending BalanceQuickl...
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How far back does Origin go when pulling transaction history?
The amount of transaction history available in your account depends on the type of account you are connecting. Here’s what to expect: Investment Accounts Investment accounts start tracking transa...
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How do I remove my Apple Card or Apple Cash connection?
If you’d like to disconnect your Apple Card or Apple Cash from Origin, you can do so through your iPhone’s settings. Open your iPhone’s Settings app. Scroll down and tap on Origin from your lis...