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Rest assured that you will still be able to access your estate plan even if your employment status changes!  As an employer-sponsored member, you will have access to a grace period when you leave a...

We know career transitions can come with a lot of moving parts, and we’re here to make sure your financial wellness isn’t one of them. If you’re a past member navigating a change in employment, you...

Absolutely! The goal is making sure your investments outside of 401(k)s are working together for your situation and goals. Origin Financial Professionals can review all of your investment accounts,...

April offers direct support for tax-related questions during both tax season and off-season. You can reach their team in two ways:Support ChannelsLive Chat — available directly inside the April exp...

Revisiting Your AI Advisor ConversationsNeed to reference something you asked AI Advisor before? Your full chat history is stored in Origin, so you can easily review past prompts, recommendations, ...

While we don’t currently offer the ability to hide or delete default categories, here are a few workarounds that can help:If a default category doesn’t fit your needs, you can simply leave it empty...

Just follow these steps to add your student loans:Log into your Origin profile and click the "+ " button in the top right corner.Search for your loan servicer's name or select "Add Manually" if you...

Our Origin Planners cannot recommend specific individual stocks, funds, or other investment products. However, they can provide the guidance needed to make informed investment decisions yourself th...

Most federal refunds are issued within 21 days of acceptance by the IRS. State refund timing varies. You can track your refund status by going to (https://www.irs.gov/wheres-my-refund).

Weekly Recaps are personalized summaries of your most important money moves — delivered right to your Origin app every Friday. They’re designed to make it simple to stay on top of your finances wit...