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How do I add a contact associated with my account?

While completing your subscription, you can add contacts and designate the types of communication they receive under Communication preferences:

1. Click +Add another contact to add contacts.
2. Enter the following:
   • Name
   • Relationship to account
   • Email address
   • Phone number
   • Mailing address.
3. Select the type of communication contacts should receive.
4. Choose how you want them to receive communications and select either:
   • Address as primary
   • Address as CC’ed
5. Click Save

Additionally, you can request adding a new contact by sending us a secure message in the portal:

1. Click Settings.
2. Click Investment Accounts.
3. Click Contact Manager.
4. Select Origin Investments as your manager.
5. Enter the name, email address, and any preferences in the text section. For example, “Add John Smith, johnsmith@email.com, to my account for all tax-related communications.”
6. Click Send.