Managing your portfolio | support.carta.com
Manage your Carta login, security settings, and personal profile information.
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Learn about issuing equity, managing stakeholders, 409A valuations, and more.
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Learn how to manage your personal portfolio, exercise your stock options, and more.
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Learn how to track, transact, and manage your fund on Carta.
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Learn how to forecast, hire, and retain talent with Total Compensation.
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Resources for law firm partners and legal documentation.
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Resources for Carta Launch users to learn about issuing equity, managing stakeholders, and more.
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Resources for customers using Carta's LLC product.
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Analyze portfolio performance and make data-driven decisions at speed.
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Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.
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Employee resources
Accepting securities.
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Exercising your options.
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Managing your portfolio.
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LLC interest holders.
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Getting started with Carta.
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Equity basics and quick references.
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How to navigate your Carta portfolio.
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How to contact your issuing company through Carta.
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How to use Carta's mobile app.
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Information for terminated employees.
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How-to videos for employees.
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Customer journey guide: Carta's employee experience.
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Managing your portfolio
Tax information.
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What happens to my securities if my company leaves Carta?
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How to manage your payment information.
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How to manage users with access to your portfolio.
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How to combine multiple portfolios into one.
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How to contact the issuing company about a security in your personal portfolio.
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How to download the Individual Ownership report.
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How to understand your compensation with Total Rewards.
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How to participate in your company's tender offer.
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