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Public: Transferring shares out of Carta

Carta Admin11-10-2022 09:33

What is the process for participants to transfer shares out of Carta to their personal brokerage account? ...

Carta Support11-10-2022 09:34

The process for participants to transfer shares is simple! When someone wants to transfer shares from ...

1. Public: Transferring shares out of Carta

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Carta Admin
Posted 11-10-2022 09:33

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What is the process for participants to transfer shares out of Carta to their personal brokerage account? I cannot find a support article on it. Also, let me know if the process is any different for Section 16 Officers.

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Carta Admin
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2. RE: Public: Transferring shares out of Carta

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Carta Support
Posted 11-10-2022 09:34

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The process for participants to transfer shares is simple! When someone wants to transfer shares from Carta to their personal brokerage account they would just reach out to us via employeeservices@carta.com. Then we can send a Transfer of Assets form for them to fill out.

Once it is filled out they would just need to send it back employeeservices@carta.com and we would process the request.

This process would not be different for a section 16 officer.

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Carta Support
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