Learn more about Rule 701, recent updates, and how to stay compliant at your company. Everything from the history of Rule 701 to the most recent changes.
If you have questions about securities on Carta, you can now contact the issuer directly from the security. This makes it easier to resolve issues without leaving Carta.
Contacting the issuer when accepting a security
When accepting a security, click “View Details” to open the security modal:
Select “Contact issuer” on the left and enter your message. The issuer will receive an email from Carta letting them know.
Contacting the issuer of a previously accepted security
You can also contact the issuer of a previously accepted security. Click the security ID number and select “Contact issuer”:
We hope this makes it easier to answer security related questions without having to leave Carta!