Origin: Budget & Track Money

Origin’s all-in-one platform helps you confidently build wealth.

Unite your finances in one, centralized view to seamlessly manage your money. Create a budget in a few clicks and track your subscriptions, upcoming bills, cash flow, and credit score.

Make your money work for you with our range of diversified and personalized investing options, including a high-yield cash account, a no advisory fee automated index investing account, and curated stock bundles.

Move at the speed of the market with expert human financial guidance and powerful AI. Work through your goals with our AI financial assistant, Sidekick, and receive real-time notifications about your finances. Meet with one of our financial advisors to get holistic and personalized support to help you meet your money goals.

Secure your worth with our thorough yet approachable estate plans, and easily file your taxes where you manage your money.

New Features:
- Market-leading high-yield cash account
- Expert-built stock bundles
- Enhanced AI-powered financial guidance, including goal planning and real-time insights
- Equity tracking

Budgeting:
- Custom budgeting in just a few clicks
- Track your progress throughout the month
- Get proactive notifications to help you adjust your spending

Investing:
- Maximize your savings with our market-leading high yield cash account.
- Automate your growth with hands-off, diversified, and AUM fee-free index portfolios.
- Personalize your portfolio by investing in bundles of handpicked stocks grouped by market trends and opportunities.
- Track all your investments in one place and see activity across all holdings.

AI Guidance:
- Chat with our AI-powered financial assistant, Sidekick, to get actionable insights, expert analysis, and guidance into your financial standing.
- Get real-time notifications with what you need to know about changes to your spending, investments, credit score, and more.

Financial Planning:
- Purchase a session with one of our CFPs® to get tailored advice from experts who understand your unique financial situation and goals.
- Work through holistic strategies to maximize your wealth covering investments, retirement, debt management, family planning, and more.

Estate Planning:
- Secure your legacy with straightforward, comprehensive, and affordable trust and wills.

Tax filing:
- File your taxes right in Origin and navigate complex tax scenarios at no extra cost


No Ads:
Origin is not supported by advertisers. You’ll never see an advertisement interrupting your experience.

Private and secure:
Origin uses market-leading security protections and protocols and advanced encryption. We are SOC-2 compliant, and we don’t share your financial information without your permission. For account connection, we partner with the best of the best: Plaid, Finicity, and MX.


Privacy policy: https://www.useorigin.com/legal/privacy-policy
Terms and conditions and disclosures: https://www.useorigin.com/legal

Disclaimers:
Origin's app was named 'Best Budgeting App' by Forbes Magazine in July 2024, reflecting its user experience and features. No compensation was given or received for this award. This award is unrelated to Origin's investment advisory services.

Origin investment accounts do not have any AUM fees. However underlying funds held in these accounts may charge their own expense ratios, which are deducted directly from the balance of the funds. Expenses charged by our custodian, DriveWealth, may still apply to Origin investment accounts. A list of all possible fees charged by our custodian is presented as part of the account opening process.

The Cash Management Account promotion entitles eligible users to receive a 0.50% APY increase over the standard base APY then in effect. The standard base APY is variable and subject to change at any time without notice. Terms and conditions apply.