Adding your personal information to enable trading

Before you can trade on Carta you will need to complete two items:

1. First, add your bank account via ACH (available under Account-->Settings-->Payment information)

2. Add your Personal information under Account-->Settings-->Profile information.

Once you have fully uploaded your personal information (including your signed W-9 and government issued photo ID) Carta will process your information to enable trading. This verification takes 2-3 business days at which point trading will be enabled on your portfolio.

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