Multiple accounts can be merged on Carta, so your investments are consolidated.
You may have signed up to Carta with two different email logins (e.g. work email address and personal email address). You can merge the two accounts together so you can see your holdings in one account.
1. Log into the account that will be merged into the surviving account.
2. Navigate to your User Icon > Personal data.
3. Click Carta account, scroll down and click Export and Disable Account.
4. Add the email where the surviving account is registered in Email to transfer to. Click Disable and Export.
5. You will receive a pop-up notification letting you know that your account has been exported.
6. Log into the surviving account to see all your holdings listed under your portfolio.
Please note, accounts cannot be merged if they contain signed share certificates or if they have been issued equity from the same company. If this is your case, please reach out to the issuing company. |