Updating stakeholder details
The stakeholder ledger allows companies to view and modify information for a person that holds multiple securities across the company, such as names and email addresses of accepted securities.
1. Navigate to 'All Stakeholders' under Stakeholders to view the stakeholder ledger.
Note: the number of stakeholders in this list includes canceled and expired securities - the number of stakeholders listed under the Stakeholder ledger is different than the number used for billing. See how stakeholders are counted for billing here.
2. If you need to correct the name or email address connected to the stakeholder, select 'Edit stakeholder' in the drop-down menu for the appropriate stakeholder.
You are then able to update the information as needed:
1. If you need to bulk update the name or email address connected to the stakeholder, click 'Update stakeholders.'
2. Then click 'Download template.'NOTE: If the securities have already been accepted, changing the email address in the stakeholder ledger does not change the ownership of the securities. To change the email of the account that accepted the security please reach out to email@example.com
By clicking into the stakeholder, you are able to see all the details the stakeholder entered for their portfolio on Carta under "Details."Under "Holdings," you are able to view all the holdings of each stakeholder.
Learn more on merging duplicate stakeholders.