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Adding an extra layer of protection to your Origin account is simple with two-factor authentication (2FA). Just follow the steps below to request activation: Click the Gear icon at the top of the ...

We understand that plans can change unexpectedly. If you need to cancel your Planning Session, you can do so up to 24 hours before the scheduled time to receive a full credit back to your Origin ac...

Welcome to Origin! If you employer offers Origin as a part of their benefits package, follow the steps outlined below to make the most out of your access!  Create your login First, you’ll need to c...

If you need to make changes to your documents before you notarize them, head to the Estate Planning tab in your dashboard. From there, select the 'Summary' tab at the top and you should see the 'ed...

TL;DR: Origin gives you direct access to certified financial planners — you can schedule live sessions through the app, pair with a planner, and get personalized advice on goals like saving, invest...

TLDR: The AI Advisor is your in-platform intelligent assistant that uses your real financial data to forecast scenarios, answer questions, and give personalized money-insights. Q: What exactly is t...

AI Advisor was designed to give you instant, high-quality insights that meet — and often exceed — human financial advisor standards. In CFP®-standardized testing, it outperformed human Certified Fi...

What is the AI Budget Builder?The AI Budget Builder reviews your last 6 months of spending and cash flow to generate:A personalized financial overviewA recommended monthly budget with an interactiv...

Origin’s Cash Account offers a competitive way to earn interest on uninvested cash.Current Rate 3.83% APY* (as of May 13, 2026) Interest is paid monthly, at the beginning of each month You must be ...

If you're buying a bundle for the first time, head to the Brokerage tab of your Origin profile. From the Stock Bundles section, click on Explore Stocks. From there, you can explore the different bu...