Exercise Option Grant Manually (option holder)

Exercising manually does not require you to set up your bank account with Carta. If you would like to exercise electronically, click to learn about  ISO and NSO.

1. First, click 'Portfolio', click on the desired company. Then, find the option grant you would like to exercise and click 'Exercise.'

2. If electronic exercises are not available, you will be prompted to contact the company for details on how to exercise. 

Each company has a different process. Generally, the main tasks you will need to complete are to send a check and a signed Form of Exercise Agreement to the company.

You should be able to access the Form of Exercise Agreement by clicking on the grant image.