Alex

AI Advisor is built to give you expert-level financial guidance you can trust — and we have the data to back it up.In independent testing against Certified Financial Planner™ (CFP®) exam standards,...

Planning for a one-time expense like travel, home upgrades, moving costs, or a major event? Origin makes it easy to temporarily adjust your budget without permanently changing your long-term plan.A...

Origin is designed primarily for personal financial management — helping our users manage spending, track investments, plan for the future, and file taxes. While you’re welcome to manually track so...

No — your referral link does not expire, as long as your Origin membership remains active. 🎉 You can share your personalized referral link at any time directly from your Referral Hub in the Origin ...

Your investment performance history on Origin begins from the date you first connected the account. We don’t have access to transactions or performance data from before the connection date. If your...

Origin offers an optional paid Expert Assistance tier for tax filing through April for $189. This add-on gives you the ability to ask final questions to a certified tax professional before you subm...

In Origin, external transfers aren’t automatically categorized as income because they typically represent money moving between your own accounts — not new money being earned. How Origin classifies ...

Origin referral credits are applied after you complete three successful referrals within the same calendar year. Once all three friends you invited sign up for an annual Origin membership and finis...

We get it—sometimes plans change. Right now, if you'd like to restart your estate plan and start over from scratch our team will need to make this change for you.  Simply type "agent" in your chat ...

The schedules and availabilities of our Origin Planner will vary but we do offer planners with both weekday and weekend time slots. If you need a specific availability, please just let us know, an...