Carta Collective

Enable exercising: you will need to enable online transactions when you are ready. You can do this by going to Company >> Settings >> Toggle on "Online Transactions".

Confirm Account: Navigate to Company >> Settings >> Payment Information and confirm the connected bank account is where you want funds sent. If it's not the account you want to use please update this before approving any exercises.

Add Wire Account: It looks like we currently do not have a wire account connected for your account. Please email us to have your wire account added.

Stakeholder profile settings:
For exercising to be enabled at the individual level they will need to have their profile completed. Below are support articles you can share with employees which will give a step by step guide on how to complete their profile. Once all information is filled out, our compliance team will review the information submitted and remove the restriction.

1. Steps for US Residents
2. Steps for non-US residents

Exercise method:

US Residents can complete ACH exercises - Here is a support article that will walk them through the process.

Non-US Residents can complete a Wire exercise - Here is a support article that will walk them through the process.