Alex

Yes — in most cases, you can upgrade to Expert Assistance after starting your return.However, availability may depend on where you are in April’s filing flow. If you don’t see the option to upgrade...

AI Advisor is designed to understand your financial questions in plain language — no complicated formulas or jargon required. Whether you’re exploring a single change or modeling out a major life e...

If you’d prefer not to include savings goals in your budget, you can easily adjust for that:  Set your budget total equal to your monthly income. By allocating your entire income to spending categ...

To qualify for the $98 Renewal Credit, you’ll need to: Use your unique referral link found in the Referral Hub inside the Origin app. – Only referrals made through your personalized link are trac...

At Origin, we offer various estate planning services tailored to meet different needs and budgets. Here's a summary of our costs, with and without an Origin membership: Without Origin Membership Fu...

Our customer support team is available Monday through Friday, 9:00 AM to 5:00 PM (excluding our lunch hour) Pacific Standard Time (PST).Public holidays may affect these hours, and we’ll respond to ...

If you need to reschedule your meeting you can do so right from your Origin dashboard. Please note that this will require you to cancel your existing meeting, and re-book for your new time. Head t...

AI Advisor delivers personalized financial guidance by combining your connected accounts, goals, and risk profile with Origin’s advanced AI models. Every recommendation is based on your actual fina...

At the moment, Origin does not support customizing the start date of your budget month — it defaults to the calendar month (starting on the 1st). If starting your budget on a different date would b...

If your friend cancels their membership within 7 days of their payment, the referral will no longer count toward your total and will not qualify for a reward.   If your friend cancels after that 7-...