Partner Access
Want to collaborate with someone on your finances? Origin makes it easy to work together to achieve your goals. DISCLAIMER: Users granting Partner Access should be aware that partners have full impersonation capabilities, which may include (but is not limited to) a partner modifying a User’s account or transacting on a User’s behalf. Any action taken by a partner through Partner Access in a User’s account is authorized and binding and is considered as if it was performed by the User. Users are responsible for any consequences resulting from partner-initiated transactions. Neither Blend Financial Inc. DBA Origin Financial nor Origin Investment Advisory LLC (collectively, “Origin”) is liable for any errors or discrepancies arising from partner-initiated transactions.
- Why Can't I Invite My Partner?
- Understanding views in partner mode
- How to update ownership for your accounts
- Customizing your view with partner mode
- How to toggle between partner views
- Why can't my partner open a brokerage account?
- How can I invite my partner to my account?
- How can I remove my partner from accessing the joint account?
- Can my partner and I have separate logins?
- My partner and I have different banks and credit cards - can we connect everything?
- How can my partner and I collaborate within Origin?