Social Media & Podcast Disclaimer

Last Updated: March 22, 2024

Any statements made via Blend Financial Inc. DBA Origin Financial’s (“Origin Corp.”) social media sites and/or podcast episodes are not intended as investment, tax or legal advice. The content is not an offer, solicitation to offer or advice to buy or sell securities. Investing in securities involves risk and there is the potential for losing money. Past performance is not indicative of future performance. Origin reserves the right to remove any comment we deem to be spam, offensive or otherwise inappropriate. Investment advisory services are provided by Origin Investment Advisory LLC (“Origin RIA” and together with Origin Corp, “Origin”), an SEC-registered investment adviser, and wholly-owned subsidiary of Origin Corp.

Origin has entered into an agreement with certain social media influencers who are compensated for their services. As such, any such social media influencer has an incentive to recommend Origin, resulting in a material conflict of interest. Opinions expressed or information provided do not necessarily reflect the views of Origin. Any content is for informational purposes only, does not constitute legal, tax or investment advice.

Third-party opinions, statements, or views posted on our social media pages are communications by the persons posting them, and they are not adopted or endorsed by Origin. Origin may, in its sole discretion, remove comments or users at our discretion. Origin will remove comments that are unlawful, abusive, defamatory, offensive, or that contain profanities. We will remove spam, including a high number of messages on the same topic.

Any third party links provided in posts by Origin’s social media sites are offered as a matter of convenience and are not intended to imply that Origin, its employees or affiliates endorse, sponsor and/or are affiliated with the owners or participants in those sites, nor do we endorse any information contained on those sites, unless specifically stated otherwise. Origin is not responsible for information posted and/or shared beyond our social media sites.

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©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.