FAQ: Duplicate stakeholders

Duplicates usually happen when someone accepted a grant under a personal email and later received grants under a work email. Here's how to consolidate them.

Manage Stakeholders → select both profiles → Merge Stakeholder

Choose which profile is "primary" (the one that survives — use the current/correct email). All securities, documents, and history from the secondary profile roll into it.

One exception — contact support first if: The stakeholder has accepted grants under both emails. Merging in that case can affect portfolio access and acceptance record integrity. Support can advise on the right sequence before you proceed.

After merging, ask the stakeholder to log in and confirm their full equity history is visible under the primary email.

📖 Read the full guide: How to manage stakeholders on Carta →