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.
People use Carta for multiple and distinct reasons. Equity managers issue stock on behalf of a company while also maintaining a portfolio of their own. Investors want to separate their personal investments from those they make on behalf of a firm. Navigating between these experiences should be straightforward. Now it is.
The new sidebar navigation allows you to switch between accounts instantly.
To switch between accounts, hover over the left side-bar:
Once you hover your mouse over the sidebar, it will expand to look like this:
To switch between your accounts, simply click on the account you wish to view. If you have more than 5 accounts, you’ll want to click on the View all button to see an expanded list of all your accounts.