Audit Confirmation Report

To access an audit confirmation report through Carta, navigate to the 'Reports' tab of your investment firm. Choose the date you would like to run the report for and then click 'Export' next to the Audit Confirmation Report.

The report will download as an Excel spreadsheet and show all of the securities currently held by your investment firm, with each holding entity listed on a separate tab.

The ' Safekeeping' column indicates that the security is held electronically on Carta ("Carta customer - digital safekeeping"). This column also indicates securities that we custody on paper in our vault ("Non-Carta customer - physical safekeeping"). In addition, this column may indicate "Withdrawn" if we no longer custody the security. 

**If you have any questions regarding the audit confirmation report please contact investorservices@carta.com**

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