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
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
Managing your portfolio
Tax information
What happens to my securities if my company leaves Carta?
How to manage your payment information
How to manage users with access to your portfolio
How to combine multiple portfolios into one
How to contact the issuing company about a security in your personal portfolio
How to download the Individual Ownership report
How to understand your compensation with Total Rewards
How to participate in your company's tender offer