How to merge multiple portfolios
If you have multiple portfolios for the same company and want to consolidate, you can use Carta’s self-service tool to merge two or more portfolios within your account into one.
Navigate to your user settings.
After logging into your Carta account, click your name in the top right and select User Settings from the dropdown menu.
Click the Portfolios tab and click Merge portfolios.
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Select portfolios
Check the box to the left of each portfolio you'd like to include in the merge and click Continue.
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