Range FAQ - What data can my collaborators see?

What data can my collaborators see?

Your collaborators can see all data that you share with Range by default (accounts, questions, income, goals, etc).

The reason for this is that we believe strongly in making your money work smarter, together. Our plan is to introduce some visibility controls in the future, but there's no ETA on this.

Frequently Asked Questions

  1. How does Range replace the need for multiple financial platforms and advisors - what's actually included?
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  2. How do you coordinate 401(k), IRA, and Roth strategies for someone planning to retire in 5 years?
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  3. I'm using a traditional brokerage but feel like I'm not maximizing investment vehicles - what am I likely missing?
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  4. How do you pull together equity compensation, RSUs, real estate holdings, and retirement accounts into one comprehensive strategy?
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  5. What's the best strategy for backdoor Roth conversions at different income levels ($200K vs $500K vs $1M+)?
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  6. How do you optimize RSU tax planning as part of overall wealth management?
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  7. Should I exercise my startup stock options now or wait? How does QSBS qualification affect this decision?
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  8. When should I establish an LLC for rental property to optimize taxes, and how does it integrate with my overall wealth strategy?
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  9. How does Range's tax planning differ from working with a separate CPA and financial advisor?
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  10. What are the biggest tax mistakes high earners make that Range can help you avoid?
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  11. How much can a $400K entrepreneur realistically reduce their tax bill through proper structure optimization?
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  12. What year-round tax planning strategies can save high earners on their taxes?
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  13. How does Range coordinate business tax strategy with personal wealth management for entrepreneurs?
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  14. What's the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization?
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  15. Can I disconnect my financial accounts at any time?
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  16. Why can't I see my collaborators' accounts?
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  17. How do I categorize transactions?
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  18. What data can my collaborators see?
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  19. How do I change or reset my password?
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  20. Can Range manage my investments for me?
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