FAQs - Portfolio Management
Common portfolio questions
- Tax Forms for Option Grants
- Terms of Service
- Alternative Minimum Tax (AMT)
- Setting Up Your Bank Account
- Electronic Signature Consent
- Why are Social Security Numbers and Tax IDs required?
- Master Subscription Agreement
- Carta Security Procedures
- Exercise Expiration Periods
- Privacy Policy
- Options terminology
- How will my address be used?
- How to reset my password
- What is an "Accredited Investor"?
- What is a warrant?
- Qualifying and Disqualifying Disposition
- Printing your Security
- Receiving 701 Disclosure Document