By selecting "Agree", you opt in to receive recommendations from Range Advisory, LLC's ("Range") automated investment plan tool.

You understand that your personalized plan and any related recommendations are generated automatically from your responses to the Risk Questionnaire and the financial profile information you provided. You acknowledge that the quality and suitability of the plan depend on the accuracy and completeness of your information, and you agree to review and promptly update it whenever your circumstances change (for example, income, assets, goals, time horizon, or risk tolerance). You understand that projections are not guarantees of future results. If you have questions, concerns, or believe the plan no longer reflects your situation, you will contact Range.