Collecting securities transfer instructions no longer means chasing down information over email—your investors can now submit securities transfer details directly through their Carta account.
Secure data collection inside Carta's platform
Instead of relying on manual collection methods, Carta takes a software-first approach to in-kind distributions. Sensitive investor data stays inside Carta's encrypted platform, protecting both your investors and your firm. The solution also features built-in data validation, verifying the four-digit DTC (Depository Trust Company) numbers and account formats, and flagging the error before it delays a settlement.
Export securities transfer instructions before distribution starts
Once investors have submitted their details, your team can export securities transfer instructions in a unified format so there's no scramble before a distribution starts. In-app securities account collection is available to all fund admin clients and their investors.
