Help Center


Carta is broken into three business units–corporate, valuations, and investor services. Each unit has its own Account Managers who are industry experts and respond to customer questions. Carta developed proprietary software to make it easier and faster for you to connect with an expert who can answer your equity, valuation, or financial questions.

When you log into Carta you’ll notice our help and chat options have changed.

Previously you could connect with us from two places:

  1. The help button in the top right allowed you to search support articles.
  2. help routing 1
  3. The chat button in the bottom right allowed you to directly chat with an Carta account manager.
  4. help routing 2

  5. Now all our support is in one location. Click the Help Center icon in the bottom right to search articles, contact us, chat and more.

help routing new

While this might look like a minor change, it’s not. Our new Help Center opens several doors that will save you time.

First, our new Help Center is intelligent. It predicts what articles are most likely to help you based on what you are doing within the product. Now it will take less clicks for you to get the answers you need.

Second, when you call, chat or email us from our new Help Center, you’ll automatically be connected to an account manager in the right business unit for the information you are looking for–no more getting routed around after you start a call.

Every second we can help you save while using Carta is another reason for confetti.

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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.

© 2018 ESHARES, INC. DBA CARTA, INC.