## Setting user permissions

## Modifying securities

## Contacting the issuing company

## Accepting your first security on Carta

## Getting started with Carta

## Switching between Carta accounts

## Subscription Details

## Instantly connect your company's ACH

## Manually connecting your company's ACH

## Using the Equity Plan Report's Rollforward tab

## Merging duplicate stakeholders

## How do I exercise my options?

## Transferring securities

## Adding or updating documents attached to securities

## Issuing equity awards through the stakeholder ledger

## How do I request cap table access?

## Modeling a priced round

## Modeling your SAFEs

## Managing stakeholder properties

## Why can't I accept my security?

## Building a deal-ready pro forma

## Reviewing reported issues

## How do I change my signature?

## Downloading reports after exporting in Carta

## Navigating your personal portfolio

## Total Compensation: Setting up your account

## Integrating HRIS

## Adding account users and setting permissions

## Adding an outside firm to your account

## Exporting company reports

## How do I accept my first RSUs or stock options?

## Downloading the stakeholder contact spreadsheet

## Modeling your exit

## Converting one or more share certificates to a new share ...

## Partially canceling an option grant

## Converting an entire share class