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
Company admins
Getting started
Company account settings
409A valuations
Fundraising
Managing stakeholders
Issuing equity
Exercises & transactions
Taxes & compliance
Financial reporting
Reports
Subscriptions & add-ons
Carta Launch
Company account settings
Integrations
Payment information
How to manage company users and permissions
How to update your company profile information
How to enable online transactions
How to view your subscription details
Integrations
How to integrate your HRIS with Carta
How to integrate your HRIS via API
How to review HRIS updates to stakeholder information on Carta
How to set up an SFTP integration
How to set up a CSV integration
How to import company financials