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For Couples

Invite your partner to Origin at no extra cost. Link all your accounts to manage your finances together.

Sign up for free(opens in new window)

Team Up

Two people, two separate logins for a joint understanding of your money. Try Origin for one month free then just $12.99/month.

See spending across your household for the full picture of your finances

Sync all your accounts to track your joint
 net worth

Invest together and maximize returns with no AUM fees

Jointly file your taxes right in Origin

Meet with a Certified Financial Planner™ together to hit your goals

3 Steps

Invite your partner at no additional cost.

Navigate to your Origin profile and invite your partner

Your partner will create their own Origin login

Talk, track, and grow money, together

Customer Stories

I was able to invite my partner to Origin in just a few clicks, and now we can easily track our spending and savings goals together. It has made communication about money so much easier.

Andrew P.

I like the ease and speed of taking my financials into my own hands.

Nicholas S.

Origin is something that has given me a better financial education for the next 20 years or so of my life.

Tony S.

FAQs

Got questions? Find answers.

Is there a fee for adding a partner to my account?

Nope. You can invite your partner to share your Origin account for free!

Can my partner access my financial information?

Yes. Your partner can see your connected financial accounts to Origin. Inviting your partner enables you to manage your money together. Partners gain equal visibility not just into day-to-day cash flows but also long-term holdings, planning insights, account security, and more. To learn more about Origin’s commitment to privacy and data security and what data you and your partner will be sharing with one another, see our privacy policy here.

Partner access includes:

  • Expense tracking - Where money comes in and out daily

  • Budgeting breakdown - How spending aligns with goals

  • Net worth tracking - Aggregate asset appreciation over time

  • Investment performance - Returns across retirement accounts, taxable brokerages, equity compensations, and other holdings

  • Account security - Two sets of eyes monitoring for suspicious activity

  • Financial planning - Accelerates reaching aligned priorities like saving for a home

Can my partner and I have separate logins?

Yes, you and your partner will have separate logins to Origin. You’ll each have your own access to a joint account.

How much does Origin cost?

You can try Origin for 30 days free! Then, it's just $12.99/month. Adding your partner is no additional cost.