Alex

Origin now makes it easier than ever to manage your household finances by letting you switch between multiple views—your own, your partner’s, or your shared household view—all in one place. What ar...

If you’d like to remove an account from appearing in your portfolio view, you have two options:1. Change the account typeHead into your Linked Accounts page Click the kebab menu to the right of the...

Prefer to chat live with our team? You can book a call with one of our support agents right here! We’re happy to help you out in real time. ⚠️ Please note: We’re currently able to support calls to ...

You can locate the Sankey diagram by heading to: Spending tab Select Reports from the top menu  Select the far right graph view visualization (image attached for reference below)) 

You can add any type of income or expense as a “custom event”. Feel free to give it a name, set the amount and the frequency and see how your forecast changes.

Your “legacy” represents the amount of money you would like to leave behind at the end of your forecast. Traditionally, this could be to your heirs or causes you care about. While it does not deter...

There is no limit currently. 

Your forecast data will remain intact for up to 180 days after account closure.

Yes. All data is encrypted and protected. We never sell your information.

Yes! Your partner will be able to view the same forecast across all platform views if you have invited them to your account. You can also share your plan with CFP® to review in a session if you wan...