How do I navigate between accounts?

If you have access to multiple Carta accounts, you can navigate between accounts by clicking the 'Accounts' bar at the left and then clicking on arrow to reveal all accounts.

You can also easily bring up the window that displays all of your accounts by typing the letter 'S' on your keyboard.

If there is an investment firm with multiple funds, you will see a second navigation bar on the left where you can filter between entities. You can do so by clicking 'Filter' where you will see the list of all entities which may include Funds, SPVs, GP Entities or Management Companies. 

If there are duplicate funds or investment firms that need to be consolidated, please email investorservices@carta.com. 

Was this article useful? Thanks for the feedback There was a problem submitting your feedback. Please try again later.