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
Recourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more
Terms & agreements
Scopes of service
How to access Carta's SOC reports & bridge letter
Where can I find Carta's W-9 document?
E-signatures on Carta
Electronic Signature Consent
eSign Disclosure for Form W9/W-8BEN
Regulatory & Legal Disclosures
KYC/AML Implementation Checklist
Carta Electronic Communication Disclosures
Data Room Non-Disclosure Agreement (NDA)
Prohibited and Restricted Activities