If you're an employee or equity holder in your company, you're in the right spot, and we're so excited to welcome you to Carta!
If you haven't already received it, keep an eye on your inbox for an email from us that will guide you through setting up your digital portfolio and accepting your equity.
Here are just a few reasons why you're going to love using Carta
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Education | We've got your back when it comes to learning about equity. Carta provides a treasure trove of educational resources like our Equity 101 course, a killer blog, and a wealth of other materials that break down the basics, helping you understand what equity is, how it works, and why it matters. |
How-to guidance | If you're new to the equity game, don't worry. We'll walk you through various equity-related actions, such as accepting grants or exercising options. Our step-by-step guidance makes the process less intimidating. |
Customer support | Have questions or concerns? We've got your back with our world-class support team, here to assist you with all of your Carta platform needs. Contact your issuing company directly though if you have questions about your outstanding securities or exercise-related concerns. |
Mobile convenience | Life is busy, and we get that. Many equity-related tasks can be done on the go using Carta's iOS or Android app, giving you added flexibility and convenience. |
If your company uses Carta and you've been awarded equity, congrats! Check out the video to learn how to complete your personal profile and accept it.
After successfully registering and activating your Carta account, you'll be directed to a welcome screen. Click Get started.
Enter your Personal Information, including the basics like name and country of residency, but also a Tax ID. All fields marked with a red asterisk * are required. When you've completed them all, click Next: Tax address.
Enter your residential address information for tax purposes, completing all required fields. Click Complete to finish creating your profile.
Accept your equity by reviewing the terms and conditions, as well as any other applicable documents. Check the box(es) and type your name as your digital signature, then click Accept.