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
Getting started
Onboarding
Guide for company account admins
How to navigate your company account
How to use the Account Health Checks dashboard
What will I find under the different menu sections in my company Carta account?
How do I fulfill a confirmation request from an auditor?
What does Carta's SEC transfer agent status entail?
Onboarding
How to complete the setup guide during onboarding
Frequently asked questions about onboarding
What to send stakeholders when you join Carta
How to onboard to Carta as a non-US company