Carta for iPhone Update


Carta for iPhone is now available for employees and investors. Download the app to view your portfolio, see individual security details, and explore our educational resources from anywhere.

View portfolio

You will see a summary view of your portfolio upon logging in. Securities are broken out by company to give you a clear view of where your assets are held.

Click on a company name to see holdings specific to that company. Important security details are surfaced to give you a quick glance of your holdings.

Clicking on an individual security reveals detailed information like number of shares exercised, vesting schedule, and award type.

Explore educational resources

Explore our educational resources to learn more about stock option basics, exercising, taxes, and liquidity.

Manage accounts

Lastly, users can easily switch between accounts to manage holdings across multiple companies.

What to expect

With this update, you can now see all of the information in your Carta account from your phone. We’re excited to bring more visuals and functionality to Carta for iPhone in the near future.

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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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