Login & user settings
Manage your Carta login, security settings, and personal profile information.
Employee resources
Learn how to manage your personal portfolio, exercise your stock options, and more.
Company admins
Learn about issuing equity, managing stakeholders, 409A valuations, and more
Fund administration
Learn how to track, transact, and manage your fund on Carta.
Total Compensation
Learn how to forecast, hire, and retain talent with Total Compensation
LLCs
Resources for customers using Carta's LLC product
Legal
Resources for law firm partners and legal documentation
Carta Launch
Resourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
LP Portfolio Analytics
Analyze portfolio performance and make data-driven decisions at speed
Employee resources
Accepting securities
Exercising your options
Managing your portfolio
LLC interest holders
Getting started with Carta
Equity basics and quick references
How to navigate your Carta portfolio
How to contact your issuing company through Carta
How to use Carta's mobile app
Information for terminated employees
How-to videos for employees
Customer journey guide: Carta's employee experience
Exercising your options
Exercising basics for employees
How to exercise your options on Carta
How to exercise your options on Carta as a US option holder
How do I exercise my options as a non-US option holder?
Frequently asked questions about exercising on Carta
How does the fund transfer process work when I exercise my options?
How to exercise your options on Carta’s mobile app
How to troubleshoot option exercise errors
How to cancel your exercise request
What is the effective date of my exercise?