CERTIFICATE CUSTODY & SAFEKEEPING

Store your certificates with Carta

Send us your certificates for safekeeping for free or upgrade for complete custody services. We’ll then digitize your securities, and make sure your portfolio information is up to date on the Carta platform.

WHY CARTA?

Stop storing certificates in your desk drawer


Secure vault

Eliminate the risk of certificates being lost or stolen.

Free certificate conversion

We’ll provide an inventory list and digital copy of your certificates.

Get started on Carta

 Request access to cap tables and accept securities from Carta

CERTIFICATE CUSTODY & SAFEKEEPING

Let us keep your certificates safe

Secure location for certificates

Our 600 lb vault is fire and earthquake resistant with 24/7 building security and a steel gauge-gate. An onboarding manager will help you with certificate delivery, and we’ll handle the rest.

Upgrade for audit-ready custody services

If you are a Registered Investment Advisor (RIA), Carta Securities, LLC handles certificate custody on behalf of your firm. With certificate custody, you’ll receive quarterly reporting and be ready for auditing.

CERTIFICATE CUSTODY & SAFEKEEPING

Get electronic copies of certificates

Source of truth

When you give Carta your paper certificates, we make sure your portfolio data matches your certs. View details in the Carta platform and be certain your portfolio is correct.

Inventory report

With our free safekeeping services, we provide a complete inventory report. When you get started with other Carta products and services, you’ll know your Carta portfolio is accurate and up to date.

JOIN CARTA

Send your certificates to Carta


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.