Investment Advisory Agreement Form

©2025 Blend Financial Inc. dba Origin Financial. Blend Financial Inc. DBA Origin Financial is not affiliated with Origin Bancorp. Origin is an online service providing legal forms and information. Origin is not a law firm, and Origin does not provide legal advice.

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.

Investment advisory services are offered through Origin Investment Advisory LLC, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission and a wholly-owned subsidiary of Blend Financial Inc. DBA Origin Financial. All investments involve the risk of loss and the past performance of a security or a financial product does not guarantee future results or returns. You should consult your legal, tax, or financial advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation to purchase or sell securities, open a brokerage account, or engage in any investment strategy. For additional important risks, disclosures, and information, please visit https://www.useorigin.com/legal. Origin investment accounts have 0.00% expense ratios. 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.

Blend Financial Inc. DBA Origin Financial and its affiliated entities (collectively, “Origin”) are not banks, and Origin is not an FDIC-insured depository institution.  The Cash Management Account (the “Account”) is not a checking or savings account.  The Account is offered within the Origin application, through a sweep arrangement with DriveWealth LLC, utilizing DriveWealth's program banks (each, a “Program Bank”, and together, the “Program Banks”).  Balances associated with the Account are held by the Program Banks and protected by the FDIC’s insurance coverage up to the maximum deposit insurance limits through the applicable Program Bank.  The Account is not offered by Origin Investment Advisory LLC and is not an investment advisory service. The Cash Management Account (APY) is 4.52% as of June 23, 2025.  APY is variable and subject to change at any time without notice.  No minimum opening deposit or minimum balance is required. The above testimonials are from actual clients and users of Origin. These clients have not been compensated for their testimonials. The experiences and opinions expressed are their own and may not be representative of the experiences of all clients. Individual results may vary. While no compensation was provided, a conflict of interest may still exist.