Share your portfolio

It's easy to invite others to view and manage your holdings. 

1. To get started, navigate to 'People' under Account. 

2. Then click 'Add user.'

3. Enter the person's name, email address, title, and determine if they are an administrator by clicking the toggle below. 

After entering the information, click 'Invite'. If they do not have an Carta account, they will receive an invitation to create one. If they do have an account, they will get an email notifying them that they can now access the portfolio with their unique Carta login.