Origin: Budget & Track Money 4+

Automate your budgeting, get 1:1 expert financial guidance, track your spending and investments, and file your taxes right in Origin. Origin is the all-in-one money management platform that supports you, so you don’t have to solve money questions solo.

Spending & Budgeting:
- Seamlessly track your spending, subscriptions, and bills with real-time expense tracking.
- Create a personalized budget that works for you.
- Effortlessly manage your cash flow and see money coming in and out.

1:1 Financial Planning:
- Match with a CERTIFIED FINANCIAL PLANNER™ professional based on your personal goals and priorities.
- Book a live session with your dedicated financial planner to ask any money questions and get expert guidance.
- Receive a step-by-step plan and track your progress in Origin.

Tax Filing:
- File your taxes right in Origin and navigate complex tax scenarios at no extra cost.
- Take the dread out of tax season with simple, stress-free returns and expert tax specialists ready to help.

Holistic Net Worth:
- Connect your bank accounts, credit cards, investments, loans, and retirement plans in one place to see your full financial picture in Origin.
- Track your holistic Net Worth and see how your assets and liabilities factor into it.
- Get powerful, personalized money recommendations, so you don’t leave money on the table.

Investing:
- Track individual stock and portfolio performance and optimize your strategy.
- Invest directly in Origin with no advisory fees eating into your returns.
- Answer a few questions and Origin will create a customized investment portfolio tailored to your risk tolerance and time horizon.

Sidekick:
- Get personalized financial guidance from Sidekick, your own 24/7 AI-powered planner.
- Ask any money question—from “How can I create a balanced investment portfolio?” to “How has my cash flow been trending?”— and gain clarity on your financial situation with expert-vetted answers.

Equity:
- Track private or public equity compensation.
- See an overview of your estimated net value, your vested and unvested shares, and your projected value over time.

Manage your money as a couple:
- Invite your partner to Origin at no extra cost.
- Link all your accounts to team up on your finances—see spending across your household, track joint net worth, invest together, and jointly file taxes.


Safe, strong, and secure:

At Origin, securing your data is our number one priority. Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure our members’ information is safeguarded.

- All account data is anonymized immediately so it’s not personally identifiable.
- All financial accounts connected to the platform are protected with bank-level security.
- SOC2 Type 2 certified
- GDPR compliant
- Tax product is IRS compliant

Terms of use: https://app.useorigin.com/global-assets/docs/origin_terms_of_service.pdf
Privacy policy: https://www.useorigin.com/legal/privacy-policy

Advisory services are offered through Origin Advisory Services LLC ("Origin RIA"), a Registered Investment Adviser registered with the Securities and Exchange Commission and a wholly-owned subsidiary of Blend Financial Inc. DBA Origin Financial. Origin RIA's registration as a Registered Investment Adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.