Carta Safekeeping Services


Carta was founded with the belief that investors shouldn’t have to spend time managing paper stock certificates. But, until all private companies are managing their equity online, investment firms still have to deal with paper certs. Carta Investor Services can help by taking physical safekeeping of your stock certificates and storing them in our secure vault. To get all your investments in one place, schedule a call with us.

A typical investment firm has 40% of its investments currently represented on Carta.

The other 60% are represented by physical stock certificates that are stored in a variety of locations (law firm, custodian, and desk drawers). Our new safekeeping service allows you to centralize of your investments into one platform. After you send Carta your physical stock certificates, we will scan them and load them into your account.

Carta creates a digital record of the stock certificates in your account, which means you never have to worry about misplacing your certificates. You can also view scanned copies of your actual certificates within your portfolio.

With all of your investments in one place, audit compliance is simpler. The Carta audit confirmation report allows auditors to quickly verify the status of your investments.

Click here to learn more.

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eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

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