Apr 19, 2024 · How do I manage stakeholders on Carta? There's a reason Carta's Stakeholder Ledger is the most-visited page by equity admins on the Carta ...
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How do you edit stakeholder information in Carta?
Click the three dots at the end of the stakeholder's row and select Edit stakeholder to make changes to any of Carta's supported fields. Enter the updated information, then click Update stakeholder at the bottom of the window to save your changes.
Apr 19, 2024
How do I add a shareholder to my carta?
Log into your Carta account and navigate to the Account > People page. Click Add user. Enter the new additional user's name, email address, and determine if they are an administrator by clicking the Administrator toggle below.
What is the difference between contact email and portfolio email in Carta?
If the stakeholder has already accepted securities, the company will only be able to update the Contact email. The Portfolio email will be linked to the user's account and can be used to track the ownership of the securities. Learn more about Contact email and Portfolio email.
Dec 11, 2023
How do I update my address in Carta?
This address will be used for Carta generated fund documents such as K-1's.
1
Go to the bottom left hand corner of the screen and select "account settings"> "settings"
2
Select the "address" tab.
3
Select "edit" for the address you would like to update.
Trending articles · How do I exercise my options on Carta? · Managing Company Users and Permissions · Updating Stakeholder Details: Name, Email, Address, etc.
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Dec 11, 2023 · The Stakeholder ledger allows companies to view and modify information for a stakeholder that holds one or multiple securities across the ...
Mar 11, 2024 · Welcome to Carta. You have received an invitation to access a portfolio, accept a role as a board member, or accept a security, ...
Apr 2, 2024 · Why does Carta need stakeholder email addresses? Carta Launch Issue equity and SAFEs, track ownership, and manage your cap table for free ...
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Dec 11, 2023 · This article will cover specific Carta features that help company administrators track and manage stakeholder addresses.
Mar 14, 2024 · This article serves as a sub-guide within Carta's Stakeholder ledger to access new hire onboarding. Review Carta's Stakeholder ledger overview ...
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Dec 11, 2023 · The stakeholder ledger allows companies to view and modify information for a person that holds multiple securities across the company, ...
Sep 26, 2023 · Terminating a stakeholder from the ledger will ensure that they no longer earn any unvested shares, and that those unvested shares are returned ...
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Feb 20, 2024 · Carta Help will search our support knowledge base and other sources to find the answer for you. You may see a full article, several articles, or ...
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