Origin: Budget & Track Money

Origin Financial

Ukuthenga ngaphakathi nohlelo

Mayelana nalolu hlelo lokusebenza

Yenza ibhajethi yakho ngokuzenzakalelayo, thola umhlahlandlela wezezimali onguchwepheshe ongu-1:1, ulandelele indlela osebenzisa ngayo imali ne-investimenti yakho, bese uthumela izintela zakho khona kanye kokuthi Origin. Umsuka inkundla yokuphatha imali yonke into eyodwa esekelayo, ngakho-ke asikho isidingo sokuxazulula imibuzo yemali uwedwa. Umsuka umahhala ukuzama izinsuku ezingama-30.

Ukusebenzisa imali nohlahlo lwabiwo mali:
- Landela ngomthungo indlela osebenzisa ngayo imali, okubhaliselwe kanye nezikweletu ngokulandelela izindleko ngesikhathi sangempela.
- Dala isabelomali esiqondene nawe esikusebenzelayo.
- Phatha imali yakho kalula futhi ubone imali ingena iphuma.

1:1 Ukuhlelwa Kwezimali:
- Qondanisa nochwepheshe OMQEQESHIWE WEZIMALI ™ ngokusekelwe ezinhlosweni zakho nezinto eziza kuqala.
- Bhukha iseshini ebukhoma nomhleli wakho wezezimali ozinikele ukuze ubuze noma yimiphi imibuzo ngemali futhi uthole isiqondiso sochwepheshe.
- Thola uhlelo lwesinyathelo ngesinyathelo futhi ulandelele ukuqhubeka kwakho ku-Origin.

Ukutshala imali:
- Landelela isitoko ngasinye kanye nokusebenza kwephothifoliyo futhi wandise isu lakho.
- Faka imali ngqo ku-Origin ngaphandle kwezimali zokweluleka ezidla ezimbuyiselweni zakho.
- Phendula imibuzo embalwa bese i-Origin izokwakha iphothifoliyo yokutshalwa kwezimali eyenziwe ngokwezifiso ehambisana nokubekezelela kwakho ubungozi kanye nomkhathizwe wesikhathi.

I-Holistic Net Worth:
- Xhuma ama-akhawunti akho asebhange, amakhadi esikweletu, ukutshalwa kwezimali, imalimboleko, nezinhlelo zokuthatha umhlalaphansi endaweni eyodwa ukuze ubone isithombe sakho sezezimali esigcwele kokuthi Origin.
- Landelela i-Net Worth yakho ephelele futhi ubone ukuthi izimpahla zakho nezikweletu zingena kanjani kukho.
- Thola izincomo zemali ezinamandla, ezenzelwe umuntu siqu, ukuze ungashiyi imali etafuleni.

I-Sidekick:
- Thola ukuqondiswa kwezezimali komuntu siqu okuvela ku-Sidekick, umhleli wakho onamandla we-AI 24/7.
- Buza noma yimuphi umbuzo wemali—kusuka kokuthi “Iziphi izigaba zami ezi-5 eziphambili zokusebenzisa imali?” kuya kokuthi “Ngingakwazi nini ukuthenga imoto?”—futhi uthole ukucaciseleka ngesimo sakho sezezimali ngezimpendulo ezihlolwe ngochwepheshe.

Ukugcwaliswa Kwentela:
- Faka izintela zakho khona kanye ku-Origin bese uzulazula ezimweni zentela eziyinkimbinkimbi ngaphandle kwezindleko ezengeziwe
- Khipha ukwesaba enkathini yentela ngezimbuyiselo ezilula, ezingenaso ingcindezi nochwepheshe bentela abangochwepheshe abalungele ukusiza.

Ukulingana:
- Landela isinxephezelo sokulingana kwangasese noma somphakathi.
- Bona isifinyezo senani lakho lonke elilinganiselwe, amasheya akho anikezwe wona nangakatshalwanga, kanye nenani lakho elihlongozwayo ngokuhamba kwesikhathi.

Iphephile, iqinile, futhi ivikelekile:

Ku-Origin, ukuvikela idatha yakho kuyinto ehamba phambili yethu yokuqala. Umsuka usebenzise ukubethela okusezingeni eliphezulu, ukuvikelwa kwedatha, kanye nezivumelwano zokusebenza ukuze kuqinisekiswe ukuthi ulwazi lwamalungu ethu luvikelekile.

- Yonke idatha ye-akhawunti yenziwa ingaziwa ngokushesha ngakho ayibonakali.
- Wonke ama-akhawunti ezezimali axhunywe endaweni yesikhulumi avikelwe ngokuvikeleka kwezinga lasebhange.
- I-SOC2 Uhlobo 2 luqinisekisiwe
- I-GDPR iyahambisana
- Umkhiqizo wentela uhambisana ne-IRS

Imigomo yokusebenzisa: https://app.useorigin.com/global-assets/docs/origin_terms_of_service.pdf
Inqubomgomo yobumfihlo: https://www.useorigin.com/privacy-policy

Izinsizakalo zokweluleka zinikezwa nge-Origin Advisory Services LLC ("I-RIA Yomsuka"), Umeluleki Wokutshalwa Kwezimali Obhalisiwe obhaliswe ne-Securities and Exchange Commission kanye nenkampani ephethwe ngokugcwele ye-Blend Financial Inc. DBA Origin Financial. Umsuka wokubhaliswa kwe-RIA njengoMeluleki Wotshalomali Obhalisiwe akusho izinga elithile lekhono noma ukuqeqeshwa. Ulwazi oluqukethwe lapha akufanele nakancane lihunyushwe noma lihunyushwe njengesicelo sokuthengisa noma ukunikezwa ukuthengisa izinsiza zokweluleka. Konke okuqukethwe okwezinjongo zolwazi kuphela. Akuhloselwe ukunikeza noma yisiphi iseluleko sentela noma sezomthetho noma ukunikeza isisekelo sanoma yiziphi izinqumo zezimali.