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How to use Carta KYC services

How to use Carta KYC services

This guide walks you through how to use Carta's Know Your Customer (KYC) Services.

Select an option below to learn more.

Accessing the KYC DashboardHow to initiate screeningWhat will my LP's see?What do the KYC status' mean?What is the difference between Initial review date and Last updated at?What do the overview numbers mean?How to reuse LP KYC information for subsequent KYC tasksHow to export the KYC summary reportHow to export the customer due diligence (CDD) reportsHow to re-open a KYC checkHow to download LP KYC documentsHow to send reminders
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