Origin’s New Referral Program: Refer 3 Friends, Get Another Year for $1
At Origin, we know how good it feels to own your wealth and be in control of your finances. And as we enter the season of giving, we want to help you — our users — share that gift with your friends.
With our new, revamped referrals program, not only do you get to pay it forward and share all the benefits of Origin, but once you refer three friends to Origin, you’ll get your next year of Origin for just $1.
How does it work?
Referring your friends, family, and network to Origin is simple.
1. Share your unique Origin referral link with your crew. You can find the link by navigating to the “Settings” icon, clicking “Profile”, then “Referrals”.
2. Each friend that becomes a subscribing member from your link will count towards your rewards progress. You can track your progress towards your $1 renewal right in your Referrals Hub.
3. Once three have become members, you’ll get a $98 credit automatically applied to your account for next year’s renewal.
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When you share Origin with your friends, family, co-workers, and network, you’re sharing the first-ever AI personal finance advisor — and paying that forward feels really good. Unlocking another year of advisor-grade guidance and smart money tools for yourself? Feels even better.
Ready to spread the wealth? Find your link in your profile.
Answers to your questions
Yes. Origin offers partner access so you can manage your finances together at no additional cost. You’ll be able to filter transactions by member—making it easy to see which spending is yours and which belongs to your partner.
Yes. You can edit existing transactions and add new ones directly in Origin, so your records stay accurate and personalized.
Origin connects securely through trusted partners including Plaid, MX, and Mastercard.
Yes. Origin supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.
Yes. Your data is protected with bank-level security and advanced encryption. When you connect accounts through Origin, your login credentials are never shared with us. Instead, our partners generate secure tokens that let Origin access only the data you authorize—keeping your personal information private while enabling personalized insights.
Yes. You have full control to organize your spending in Origin. Transactions are automatically categorized by Origin, but you can always edit categories, add your own tags, and filter transactions however you like—so your spending reflects the way you actually manage money.
