Accepting a Certificate

When a company issues you a Certificate, you will receive an email notification that includes the certificate number in the subject line. 

After opening the email, click 'Accept on Carta.'  If you have an active Carta account, log in and skip to step 2. Here is the direct link:

Note: The acceptance language used within the email will change based on the security type. 

If the button is unresponsive, scroll to the bottom of this article.

1. If you do not have an active Carta account, complete the registration page

Your email address will be pre-filled and you will be required to enter a secondary email and create a password. For our password requirements, please refer to this article

Note: You will receive an activation link on your secondary email and will be required to activate before you can use it to log in. 

2.  Once the registration is complete and your account is created, you will be prompted to the tasks page. Use the green "Accept" button to accept your securities.

Note: You can use the "View details" option to review your security before accepting

3. Type your signature in the popup. If your signature is already in the system, enter it and then click 'Accept Certificate'.

Congratulations! You have accepted your security.

From now on, you can log into your Carta account at any time to review it. If you have any questions, please contact

Note: If the steps above do not work or the "Accept on Carta" button is unresponsive, type into your browser and use the unique code to accept. 

Note: The unique code is provided ONLY in the original email invitation. You do not need to enter a unique code once you create a portfolio on Carta.