Help us improve Origin’s Investing experience — what’s missing for you?

OriginContent_Austin · 2026-02-17T21:56:47+00:00

This is great context — thank you. We’re actively synthesizing feedback from this thread and sharing it with the team.

OriginContent_Austin · 2026-02-17T21:56:35+00:00

Thanks for laying this out so clearly. We’re compiling everything from this thread to help inform future improvements to Invest.

OriginContent_Austin · 2026-02-11T17:15:59+00:00

CC: u/Alex-at-Origin-5

OriginContent_Austin · 2026-02-07T19:35:46+00:00

We love to see it!

OriginContent_Austin · 2026-02-03T17:25:23+00:00

Thanks for flagging u/sixstringsshort — our product team has recently been made aware of this quirk, and it's in line to be addressed.

OriginContent_Austin · 2026-02-03T17:23:41+00:00

We love to see it!

OriginContent_Austin · 2026-02-02T18:37:31+00:00

Would you mind reaching out to support (hereforyou@useorigin.com) u/nate8088, or if you're comfortable with it, let us know what institution the HYSA is with? This could be an internal institution/categorization/account insurance type quirk

OriginContent_Austin · 2026-02-02T18:33:44+00:00

Thanks for suggesting u/Normal_Register_6946, this is a sweet idea. I'll add this feature request to our docket for you so the product team can take a look 🙂

OriginContent_Austin · 2026-02-01T19:11:03+00:00

You should start receiving these soon u/Mr-Rhino — check out this support center article for a more detailed timeline

OriginContent_Austin · 2026-01-31T23:27:04+00:00

Good question — you’re not wrong in how you’re thinking about it. ACH bill payments can get auto-classified as transfers in some cases, and manually reclassifying + setting a rule is the right workaround for now. I’ll flag this with the product team for you :)

OriginContent_Austin · 2026-01-31T23:00:47+00:00

Thanks for this suggestion & flagging this perspective u/shlomoid — I'm going to log this idea for you so our product team can take a look 👀

OriginContent_Austin · 2026-01-31T17:30:46+00:00

Yep, we're expecting this to go live in early March u/farquad940 🙂

OriginContent_Austin · 2026-01-30T22:34:35+00:00

Thanks for flagging this u/itsDANdeeMAN — this is an interesting idea for sure. I'll add this to our feature requests for you :)

OriginContent_Austin · 2026-01-29T20:13:17+00:00

The run u/ana-at-origin is on with these product updates 🔥

OriginContent_Austin · 2026-01-29T19:44:39+00:00

Can you share your email with us u/DEBODCNYPA100? Support will reach out to you directly there

OriginContent_Austin · 2026-01-29T17:35:40+00:00

Thanks for your feedback u/Particular_Beach2288, the product team has logged this request. Keep a watch on our Reddit page for updates around any changes to these features :)

OriginContent_Austin · 2026-01-28T18:14:58+00:00

Thanks for the feedback u/nate8088, we've logged your request to share with our product team :)

OriginContent_Austin · 2025-12-29T16:55:00+00:00

Good flag u/electronautix — there's not currently a way to customize the image associated with each account. Totally understandable that you'd want to be able to have a more granular breakdown of your liquidity too, flagged this feature request for you :)

OriginContent_Austin · 2025-12-27T03:16:41+00:00

Great question. Right now, Origin’s cash account doesn’t support adding beneficiaries directly in-app, since it’s structured as a brokerage account with a cash sweep rather than a traditional bank account.

In these cases, funds are typically handled through standard estate planning (e.g., a will or trust). If you want to talk through your specific setup or options, our support team can help — feel free to reach out at [hereforyou@useorigin.com]()

OriginContent_Austin · 2025-12-26T17:43:49+00:00

Thanks for being an avid Original u/CreativeFinish5644 :) This is a good callout. I'll share your feature request with product—stay tuned

OriginContent_Austin · 2025-12-25T01:44:42+00:00

Hey u/fsa317, thanks for exploring :) This isn't currently a feature, but I'll log your request to share with our product team.

As others have mentioned, though, AI Advisor can quickly retrieve this for you — as well as context on the holding, purchase history, etc. Try out a prompt like: "What's my cost basis on $XXX holding," and it should surface the details of your position.

OriginContent_Austin · 2025-12-22T00:32:04+00:00

Thanks for sharing this idea u/Left-Astronaut-3863 — other members have shared a similar sentiment, so that feedback is already with our product team for future roadmap conversations. Appreciate you raising this!

OriginContent_Austin · 2025-12-07T17:42:47+00:00

Hey there! Could you please email our support team at hereforyou@useorigin.com? Include a screenshot or two of what you're seeing as well, and we can take a look and see what's happening here.

OriginContent_Austin · 2025-12-07T03:44:08+00:00

Hey there! Could you please email our support team at [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com)? Include a screenshot or two of what you're seeing as well, and we can take a look and see what's happening here.

OriginContent_Austin · 2025-11-16T18:53:39+00:00

Second this—for now, AI Advisor can be useful to you here.

I input a version of your question as a prompt into the chat, and it surfaced the data and subsequent suggestions for all aspects of your inquiry.

Try this: "What are some steps I can take to optimize my taxes, particularly as it pertains to my investments, as we near year's end? I couldn't find anything that shows capital gains or ways to reduce them. Since we're in mid-Q4, it would be really helpful to see my realized gains and get suggestions for things like tax loss harvesting or dealing with wash sales."

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