You can now review the records issuers keep of your ownership faster and easier than ever.
If you have been added as the contact person for a fund or holding company, you'll need to claim the company on Carta, allowing you to see the shares held by that company in your portfolio as a separate entity.
- Accept shares
- Link to a different company
- Request a change to the issuer
- View your holdings
- Forward the invitation to accept shares
Accept Shares
1. Click Accept shares in the email notification received from the investment company to either sign up or sign in to Carta.
2. As soon as you log in/register to Carta, you will be prompted to review your transactions. Click Verify transactions.
3. Review the details related to the security that will be displayed to you on the right-hand side of your webpage.
4. Click Accept shares.
4. Click Continue to finalise the process.
5. Congratulations! You have accepted your shares using Carta. You will be able to either go to your Tasks page by clicking Complete # remaining tasks, where you can continue accepting securities or go to your Dashboard to review your holdings by clicking Check your portfolio.
Link to a Different Company
While accepting your shares, you can click Link to a different holding company if you want to (i) link the transaction to an existing holding company in your portfolio or (ii) create a new holding company with details that are different from the ones listed in Carta.
1. Check the box for the company which the investment should be related to and click Save.
2. Alternatively, if none of the listed holding company details match the holding company this transaction should be linked to, click Create a new holding company to manually add it.
Request a Change to the Issuer
If the transaction details are incorrect, you can request the issuer to update it by sending them a direct message through the platform.
1. Click Request a change to the issuer.
2. Add the message that will be sent to the issuer. Carta recommends you to clearly list the modifications that are necessary.
3. Click Request changes.
| Please note, accepting or rejecting your requests is the issuer's responsibility - all necessary modification to your holdings must be processed by the issuer's administrator. |
View your holdings
The investments will be reflected on your Dashboard under the Holdings tab.
Forward the invitation to accept the shares
You can forward the invitation to someone else to let them accept the shares issued using the link in the invitation email.
By forwarding this invitation, you will grant them administrator privileges and they will be able to manage the company's portfolio.