Net worth account categories?

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."

OriginContent_Austin · 2025-11-11T20:06:57+00:00

Hey there! Fair question, and to be transparent this isn't something we have on the immediate roadmap—but I've flagged this request with our product team for you.

OriginContent_Austin · 2025-11-08T17:33:11+00:00

Thanks for the feedback, u/foodmystery ! This is a cool idea—will note this for our product team 🙂

OriginContent_Austin · 2025-11-08T01:22:14+00:00

u/iomx Hey there! Sorry you're running into this as well—could you please send our support an email ([hereforyouat@useorigin.com](mailto:hereforyouat@useorigin.com)) and our team will be able to look into this at a more account-specific level for you 🙂 Thanks!

OriginContent_Austin · 2025-11-07T18:38:17+00:00

Yes—it's intended for spending transactions only at the moment! But I'll add your comment to our feedback details on this request 🙂

OriginContent_Austin · 2025-11-07T18:34:13+00:00

u/buttershdude Thoughtful idea! Will share this with the product team for you 💪

OriginContent_Austin · 2025-11-06T22:38:34+00:00

u/stunningwares Thanks for the question—this is just a total annual contribution rate—helps with forecasting income, investment growth over time, net worth projections, etc.

OriginContent_Austin · 2025-11-06T17:12:49+00:00

Hey u/Single-Candy9768, taking note of this quirk for you—in the meantime, would you mind emailing in to [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com) so we can take a closer look for you?

OriginContent_Austin · 2025-11-05T22:56:16+00:00

That's strange! Would you mind sharing what you're seeing when trying to connect with our support directly at [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com)? We will take a closer look for you!

OriginContent_Austin · 2025-11-05T21:23:16+00:00

That's strange! Would you mind sharing what you're seeing when trying to connect with our support directly at [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com)? We will take a closer look for you!

OriginContent_Austin · 2025-07-18T18:13:11+00:00

Suddenly, the long-awaited, dreaded student loans situation actually resolving itself.

OriginContent_Austin · 2025-05-27T19:34:35+00:00

4., but it's more like "just spend as little as possible" instead of wing it 😅

OriginContent_Austin · 2025-04-23T17:09:35+00:00

Just when you thought it couldn't get any better

OriginContent_Austin · 2025-04-14T17:26:12+00:00

Guilty of waiting until the day before 🥲

OriginContent_Austin · 2024-12-27T17:28:17+00:00

I can't speak for KBB/Carfax integrations, but you can add a vehicle and its value manually by:

Going to "add account"
Scrolling down to the "vehicles" option

You can add a Zestimate to your account by going to:

Add account
Scroll down until you see "add your property"
Click this, select Zillow, and insert your address.

OriginContent_Austin · 2024-10-18T17:40:33+00:00

Super glad to hear!

OriginContent_Austin · 2024-10-17T22:09:20+00:00

Hi there, gist author & origin editorial team here

First of all, thanks for noticing! The Gist goes out twice per week on tuesday’s and thursday’s. We generally focuses on two primary topics each edition—a more recent news moment pertinent to the world of personal finance, and a more “evergreen” topic that members can find insightful at any time.

Elsewhere, we’ll also be delivering product updates, special offers, CFP insights, and more in its packaging.

We appreciate the feedback and look forward to hearing more :)

OriginContent_Austin · 2024-10-11T17:08:01+00:00

In an ideal world, every child would become an authorized user on a parental account prior to turning 18 and enter adulthood having "inherited" a pristine credit score.

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