Your fund investment may require that you complete a KYC check. If your fund investment uses Carta for KYC checks you will receive an email similar to the below:

  1. Click Complete verification

  1. Click Start

  1. Select whether you are completing KYC as an entity or an individual

  1. Complete the KYC questionnaire

  1. All KYC questionnaires will allow you to opt in to using this information for future KYC checks. Click the check box if you would like to opt in to this feature.

  1. Once the questionnaire is completed you will receive this confirmation. No further action is required at this time.