Do I accept my security into a new or existing portfolio?

Issuing companies may inadvertently use different names when issuing securities to the same user.

To avoid creating multiple portfolios within Carta, you can choose which portfolio you would like to use for securities that are issued to names not associated with your existing Carta account.

For example, Cam Cunningham may have securities to accept under “Cameron Cunningham” and “Cam Cunningham”.

If you receive a security issued to a name that does not already have a corresponding portfolio, you will be presented with the option to choose an existing portfolio or create a new portfolio under the new name.
If you select an existing portfolio, your security will appear in that portfolio. The name listed on the security and the issuing company’s cap table will remain the same (i.e.“Cameron Cunningham”).
If you choose to create a new portfolio, the portfolio will take on the name that appears on the security and the new portfolio will become available in the Accounts dropdown on the top left of the navigation bar.

How to accept your electronic security