Client Access

Where You Stand, and Where You're Going

Account View shows you where you stand today. Origins Compass shows you where you are going. Together they give you the whole picture, secure and always within reach.

Your Plan

Origins Compass

Planning portal

Explore your financial plan, follow your progress toward your goals, model the decisions ahead, and share documents in your secure vault.

Your Accounts

Account View

Accounts and statements

See your balances, holdings, and recent activity, and access your statements, tax forms, and trade confirmations whenever you need them.

Origins Compass and Account View are separate systems and use separate logins. Signing in to one will not sign you in to the other.

Need help signing in, or not sure if you have access yet? Contact your Origins private wealth advisor at wealthcounsel@originsprivatewealth.com or 913-246-3722.

Inside Origins Compass

Everything Your Plan Brings Together

One connected place to see your whole financial picture, model the decisions ahead, and keep the important pieces organized between our conversations.

Retirement Planning

Model your path to and through retirement, and test the scenarios that matter most to you.

Investment Planning

See how your portfolio aligns with your goals and your comfort with risk, in one connected view.

Tax Planning

Surface opportunities to manage what you owe, across the year and over a lifetime.

Estate Planning

Visualize how your wealth passes to the people and causes you care about.

Advanced Business Planning

Connect the value of your business to your personal plan, including exit and succession.

College Planning

Plan and track education funding for children or grandchildren against real, projected costs.

Cash Flow

Understand the money moving in and out over time, so today's decisions support tomorrow.

Goal-Based Planning

Define what matters most, and follow your progress toward each goal in clear terms.

Budgeting Tools

Set spending targets and stay on course from one month to the next.

Account Aggregation

Bring every account together for one complete, current picture of your finances.

Secure Document Vault

Store and share your most important documents, from statements to estate papers, in one encrypted place.

Inside Account View

Your Accounts, in One Place

The record of your Origins accounts, always available and always current.

Accounts and Balances

See your balances, holdings, and recent activity across your Origins accounts in a single, consolidated view.

Statements and Documents

Access statements, tax forms, and trade confirmations securely, whenever you need them.

Performance

Follow how your accounts are tracking over time with clear, consolidated reporting.