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How to Change Fund Names?

Carta Admin12-06-2022 14:27

I would like to change the fund names for the highlighted ones in the word document. Can you please advise ...

Carta Support01-19-2023 08:19

The certificates will be pending on the company's admins' approvals and, before re-approving them, you ...

1. How to Change Fund Names?

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Carta Admin
Posted 12-06-2022 14:27

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I would like to change the fund names for the highlighted ones in the word document. Can you please advise what I can do to change the names?

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Carta Admin
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2. RE: How to Change Fund Names?

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Carta Support
Posted 01-19-2023 08:19

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The certificates will be pending on the company's admins' approvals and, before re-approving them, you will navigate to Securities > Shares > Locate the certificate > Click on the three dots button > Click on Modify Certificates > Pick a Reason > Click on Next > On the field name, you will mark the checkbox "NAME" and it will allow the edition.

When the modifications are made, you will be able to approve the certificates for issuance and all the holders will be able to reaccept them.

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Carta Support
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