Exercising as an Option Holder
Exercising, or purchasing, your options can be an exciting time as an option holder. Here is an overview of the entire workflow (holder and admin), but below are some ways you can exercise your options.
Method A: Online exercise via ACH funds transfer. Both the company and holder must have USA selected as the "country".
- Before exercising via ACH, set up your bank account
- ACH Exercise Timeline & Funds Transfer Workflow
- Exercise Options (ISO) on Carta using ACH
- Exercise Options (NSO) on Carta using ACH
Method B: Sending signed Exercise Notice and form of payment (i.e. check) to the issuing company to process
Method C: For non-US option holders of an US company to exercise through Carta, but send the funds via wire to the issuing company