Introducing the new User Settings page
Carta has streamlined your account management experience by consolidating the legacy Profile and Security pages into a single, unified destination: User settings. This change provides a more intuitive way to manage all security, personal information, and portfolio settings from one place.
Navigate to the User Settings page by clicking your name in the upper right corner of your Carta account → User Settings.
What's changing?
All security features and account updates are now centralized in User settings.
Security features, including password resets and two-factor authentication (2FA) settings, are consolidated under the Login and security section.
Your account name and digital signature have been moved to their own dedicated Name and signature section for better clarity.
Portfolio-specific data (such as tax and address information) is now managed within the settings for each individual portfolio, not on the main User settings page.
New feature highlights
Login and Security: Easily update your credentials and manage your account’s protection.
Name and Signature: View and edit your account name and digital signature in one place.
Portfolios: A dedicated space to manage settings for each of your portfolios.
