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Whether you’re saving for an emergency fund, a vacation, or a new car, Origin makes it easy to set, track, and manage your savings goals.Setting Savings GoalsYou can create custom categories for ea...

Yes, if you expect to receive social security benefits in the future, a planner will take that into account when looking at your long-term financial plans and retirement picture!

Yes. Origin takes tax data security seriously.Tax data is encrypted in transit and at restData access is restricted and permissionedOrigin does not sell or monetize your tax informationYour informa...

Daily Market Briefs help you stay on top of the news and market events that matter most for your money — all from within the Origin app. No need to juggle multiple apps or news sources: you’ll get ...

The “Everything Else” category in Origin captures spending that doesn’t fall under any of your specifically budgeted categories. It’s a helpful way to see where unassigned or miscellaneous expenses...

If you need to locate your investment account number, follow these simple steps: Start by logging in to your Origin account through our website or mobile app. Navigate to your profile menu in t...

Absolutely. Origin Financial Professionals can assist with rolling over and consolidating previous employer 401k plans. While Origin cannot directly execute the rollovers, your planner can guide yo...

In Origin, you can keep your budget accurate by categorizing bank fees, interest, and credit card payments correctly. Credit card payments: Credit card payments are treated as transfers, not expe...

At this time, Origin does not support corporate or partnership tax filings (such as S-Corp, C-Corp, or LLCs taxed as partnerships).Origin is focused on helping individuals manage their personal fin...

Origin creates a range of stock bundles based on a variety of factors. Looking at emerging trends, market and consumer demand, and industry innovation, Origin will build a bundle in a given theme o...