## Do I have to link my accounts to Range? Yes. Our platform depends on data from your bank, brokerage, mortgage, and credit card accounts to deliver accurate and personalized recommendations. Without this, we cannot provide the level of service you expect. The more accounts you link, the better Range works for you. ## Frequently Asked Questions ### Change or reset your password [Link to password reset](/content/login/forgot-password/index.html) ### How does Range replace the need for multiple financial platforms and advisors - what's actually included? [Learn more](/content/help/how-does-range-replace-the-need-for-multiple-financial-platforms-and-advisors---whats-actually-included/index.html) ### How do you coordinate 401(k), IRA, and Roth strategies for someone planning to retire in 5 years? [Learn more](/content/help/how-do-you-coordinate-401-k-ira-and-roth-strategies-for-someone-planning-to-retire-in-5-years/index.html) ### I'm using a traditional brokerage but feel like I'm not maximizing investment vehicles - what am I likely missing? [Learn more](/content/help/im-using-a-traditional-brokerage-but-feel-like-im-not-maximizing-investment-vehicles---what-am-i-likely-missing/index.html) ### How do you pull together equity compensation, RSUs, real estate holdings, and retirement accounts into one comprehensive strategy? [Learn more](/content/help/how-do-you-pull-together-equity-compensation-rsus-real-estate-holdings-and-retirement-accounts-into-one-comprehensive-strategy/index.html) ### What's the best strategy for backdoor Roth conversions at different income levels ($200K vs $500K vs $1M+)? [Learn more](/content/help/whats-the-best-strategy-for-backdoor-roth-conversions-at-different-income-levels-200k-vs-500k-vs-1m/index.html) ### How do you optimize RSU tax planning as part of overall wealth management? [Learn more](/content/help/how-do-you-optimize-rsu-tax-planning-as-part-of-overall-wealth-management/index.html) ### Should I exercise my startup stock options now or wait? How does QSBS qualification affect this decision? [Learn more](/content/help/should-i-exercise-my-startup-stock-options-now-or-wait-how-does-qsbs-qualification-affect-this-decision/index.html) ### When should I establish an LLC for rental property to optimize taxes, and how does it integrate with my overall wealth strategy? [Learn more](/content/help/when-should-i-establish-an-llc-for-rental-property-to-optimize-taxes-and-how-does-it-integrate-with-my-overall-wealth-strategy/index.html) ### How does Range's tax planning differ from working with a separate CPA and financial advisor? [Learn more](/content/help/how-does-ranges-tax-planning-differ-from-working-with-a-separate-cpa-and-financial-advisor/index.html) ### What are the biggest tax mistakes high earners make that Range can help you avoid? [Learn more](/content/help/what-are-the-biggest-tax-mistakes-high-earners-make-that-range-can-help-you-avoid/index.html) ### How much can a $400K entrepreneur realistically reduce their tax bill through proper structure optimization? [Learn more](/content/help/how-much-can-a-400k-entrepreneur-realistically-reduce-their-tax-bill-through-proper-structure-optimization/index.html) ### What year-round tax planning strategies can save high earners on their taxes? [Learn more](/content/help/what-year-round-tax-planning-strategies-can-save-high-earners-on-their-taxes/index.html) ### How does Range coordinate business tax strategy with personal wealth management for entrepreneurs? [Learn more](/content/help/business-tax-strategy-personal-wealth-management/index.html) ### What's the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization? [Learn more](/content/help/flat-fee-aum-advisors/index.html) ### Why aren’t my transactions loading? [Learn more](/content/help/why-arent-my-transactions-loading/index.html) ### Can I disconnect my financial accounts at any time? [Learn more](/content/help/can-i-disconnect-my-financial-accounts-at-any-time/index.html) ### Why can’t I connect to my financial institution? [Learn more](/content/help/why-cant-i-connect-to-my-financial-institution/index.html) ### How do I categorize transactions? [Learn more](/content/help/how-do-i-categorize-transactions/index.html) ### Why can’t I see my collaborators' accounts? [Learn more](/content/help/why-cant-i-see-my-collaborators-accounts/index.html) ### Does Range have access to my credentials? [Learn more](/content/help/does-range-have-access-to-my-credentials/index.html) ### What data can my collaborators see? [Learn more](/content/help/what-data-can-my-collaborators-see/index.html) ### How do I change or reset my password? [Learn more](/content/help/how-do-i-change-or-reset-my-password/index.html) ### Can I sign up for Range if I live outside the United States? [Learn more](/content/help/can-i-sign-up-for-range-if-i-live-outside-the-united-states/index.html) ### Can I disconnect my financial accounts at any time? [Learn more](/content/help/can-i-disconnect-my-financial-accounts-at-any-time-2/index.html) ### Do I need to invest with you—are there any account minimums? [Learn more](/content/help/do-i-need-to-invest-with-you-are-there-any-account-minimums/index.html) ### Will Range assist with Legal services, like creating LLCs? [Learn more](/content/help/will-range-assist-with-legal-services-like-creating-llcs/index.html) ### Can you give me business advice? [Learn more](/content/help/can-you-give-me-business-advice/index.html) ### Can you file my personal or business taxes? [Learn more](/content/help/will-range-file-my-file-my-business-taxes-for-me/index.html) ### I’m interested in tax services, what’s included in each package? [Learn more](/content/help/im-interested-in-tax-services-whats-included-in-each-package/index.html) ### Can Range manage my investments for me? [Learn more](/content/help/can-range-manage-my-investments-for-me/index.html) ### How long does it take to get my plan? [Learn more](/content/help/how-long-does-it-take-to-get-my-plan/index.html) ### What will my financial plan look like? [Learn more](/content/help/what-will-my-financial-plan-look-like/index.html) ### Can you help me with my equity compensation package? [Learn more](/content/help/can-you-help-me-with-my-equity-compensation-package/index.html) ### What’s the difference between Premium, Platinum and Titanium? [Learn more](/content/help/whats-the-difference-between-premium-and-platinum/index.html) ### Do I have to link my accounts to Range? [Learn more](/content/help/do-i-have-to-link-my-accounts-to-range/index.html) ### Is Range a fiduciary? [Learn more](/content/help/is-range-a-fiduciary/index.html) ### What are your experts’ qualifications? [Learn more](/content/help/what-are-your-experts-qualifications/index.html) ### Will I have one advisor? [Learn more](/content/help/will-i-have-one-advisor/index.html) ### How are you different from my financial advisor? [Learn more](/content/help/how-are-you-different-from-my-financial-advisor/index.html)