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Accepting your first RSUs or stock options

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Platform Usability Equity awards Shares Persona Employees
Why can't I accept my security

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Platform Usability Securities Shareholder experience Shares Persona Employees
How to exercise options on Carta as a US option holder

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Platform Usability Exercises and ... Shareholder experience Persona Founders Employees
Carta manual ACH verification

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Platform Usability Account and Billing Exercises and ... Financings Fundraising Persona Company Admins Founders Employees
Carta ACH Instant Verification

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Platform Usability Exercises and ... Shareholder experience Persona Company Admins Founders Employees Carta Products Cap Table
Switching between Carta accounts

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Persona Company Admins Founders Employees Carta Products Cap Table
Getting Started with Carta

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Platform Usability Shareholder experience Persona Employees
Adding a Backup Email

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Platform Usability Settings Persona Company Admins Founders Employees
Setting User Permissions

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Platform Usability Permissions and roles Settings Persona Company Admins Founders Employees Law Firm Users
Contacting the Issuing Company

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Platform Usability Resources Shareholder experience Persona Employees
Accepting Your First Security on Carta

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Platform Usability Equity awards Securities Persona Employees

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