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You can connect your Venmo account to Origin to view your balance and track transactions just like any other account — giving you a more complete picture of your finances. To connect Venmo: On de...

You can reach our Support team in several ways: From the Mobile App Tap the gear icon (⚙️) in the upper-right corner. Select Support. Ask the AI bot your question, or type “agent” to be conne...

No, Origin doesn't notarize your estate plan documents for you. After you complete all steps in our guided questionnaire and generate your PDF estate documents, you'll need to get them notarized yo...

At Origin, we aim to support as many financial institutions as possible by offering connections through three trusted data aggregators: Plaid, MX, and Finicity. These platforms power most of the ac...

Partner Mode allows you to toggle between three financial perspectives: My Accounts, Our Shared Accounts, and Your Accounts. Here's what each view means. My Accounts: Displays only the accounts a...

Want to reassign an account to yourself, your partner, or both? Here's how to update ownership details for each account. On Desktop: Go to Settings > Accounts Click on the account you'd like to ed...

We’ve moved notifications! Here's where to find them and how to manage your alerts.   Where to Find Notifications: Tap the gear icon in the top-right corner of yout screen to open the Settings Menu...

How to Access the Multi-Selector: Open the Origin app or log in on desktop. Navigate to the top of your Net Worth dashboard. Tap or click the Partner Mode selector. Instead of a single togg...

Sometimes account data can fall slightly out of sync — especially if one account updates faster than another (like a checking account updating before a credit card). If you notice something looks o...

How to activate: Open the Origin app or navigate to your desktop dashboard Tap the ⚙️ Gear icon in the top right corner to open the Settings Menu Select Appearance Toggle Dark Mode on Ple...