If you lost access to your 2FA device or are experiencing issues authenticating your Carta login, learn how to verify your identity, reset your two-factor authentication, and regain access to your account. Learn more . #Employees #Companyadmin #Founders #HRadmin ...
Learn how to protect your Carta account with two-factor authentication by connecting a third-party app or linking your mobile number. #CapTable #Settings #GettingStarted #Employees #Profileandsettings
Walk through each step of the sign up process when you have been invited to Carta due to having an equity award assigned to you by a private company. #Employees #Equityawards #CapTable #GettingStarted #Portfoliomanagement #Profileandsettings
Step-by-step instructions to modify the signature used in Carta for accepting/signing off on securities, approving board consents, and more. #Companyadmin #CapTable #Settings #Founders #Employees #Profileandsettings
Learn what troubleshooting tips to try if you encounter an issue accepting your security. #Employees #Securities #Shares #Shareholderexperience
The video provides a step-by-step guide on how to exercise stock options on Carta as a US option holder. The process involves confirming the exercise request details, agreeing to the withdrawal of funds, and signing and submitting the exercise request. #Employees #Founders ...
Learn how to manually connect your bank account via ACH in Carta. #Companyadmin #Employees #AccountandBilling #ExercisesandTransactions #Financings #Fundraising #Founders #CapTable #Profileandsettings
#Employees #CapTable #ExercisesandTransactions #Shareholderexperience #Companyadmin #Founders #Documentorganization
Learn how to navigate the platform and switch between portfolios or from portfolio to company account. #Employees #CapTable #Companyadmin #Founders
Learn how to accept your first digital RSUs or stock options on Carta. Follow these simple steps to create an account, provide your tax information, and begin managing your equity in minutes. #Shareholderexperience #Employees #GettingStarted #Portfoliomanagement
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