Investor Portal
Change Address or Email
If you need to update your address or email on the Origin Investments Portal, this article will walk you through the steps. You can change these settings at any time.
How can I change my address?
- Click the widget in the upper right corner.
- Select Settings.
- Click the Investment accounts tab.
- Choose the account(s) you want to update. Click Edit and select Update mailing address.
- Enter the updated mailing address and click Update to save the new mailing address.
How can I change my email address?
- Click the widget in the upper right corner.
- Select Settings.
- Click Edit.
- Enter your new email address. If you get an error, verify that your new email is correct.
- Re-enter your new email to confirm. A confirmation link will be sent to your new email address.
- Click Save. You’ll see a green banner informing you that a confirmation link was sent to your new email address.
- Click Confirm email address. You’re taken back to Settings.
- Enter your password and click Confirm.