International Exercising on Mobile

We’re releasing an update to the iOS and Android apps to support Options Exercising via Wire transfer! International option holders of private US companies can exercise through Carta via wire transfer. When a company enables this feature, option holders can initiate and track their exercises within Carta and pay for their exercise via wire transfer.

To begin, you will need:

  • An ISO, NSO, or ISO/NSO split option grant

Once you’ve installed the latest version of the Carta app, you can head to the option grant that you intend to exercise. If exercising is available, you can tap on the “Exercise” button to begin.

(1) iOS - Option Details.png

Confirm your country of residence to help guide you through the appropriate exercising steps. It is recommended that you consult with a tax professional or personal financial advisor before exercising to help determine if exercising is right for you.

(2) iOS - Country Picker.png

Once you confirm your country of residence, you’ll now be able to:

  • Choose the number of option grants you want to exercise
  • View the payment information required for your exercise
  • Ensure that your portfolio profile information is up to date

(3) iOS - Exercise Details.png

Once you’ve fulfilled all of the requirements needed for exercising, ensure that you read the terms of your exercise. You can do this by reviewing all linked documents before submission. Once you’re ready to submit an exercise request, tap the “Exercise” button.

(4) iOS - Request Submitted.png

After you submit your request, the issuing company will approve your exercise. Your company’s approval will then allow you to access wire instructions within Carta via the ‘Wire funds’ task in-app, or through your email.

(5) iOS - Tasks.png

Once payment has been confirmed by the company, a certificate will be created. This certificate will be signed by the officers and sent for you to accept. You’ll receive email updates from us as your option exercise progresses.

Note: Carta does not wire funds. A wire transfer must be completed outside of Carta, and through your banking provider.

Introducing Dark Mode on iOS App

We’re enhancing the Carta experience on iOS by introducing Dark Mode. Dark Mode gives Carta a sleek new look that’s easier on the eyes in low-light environments.

Carta - Dark Mode.png

How to Enable Dark Mode on iOS:

For iOS 13, enable dark mode by going to Settings > Display & Brightness > Appearance: Dark

NSO Option Exercise on iOS App

We’re releasing an update to the iOS app to support NSO option exercises!

To begin, you will need:

  • An NSO option grant
  • To be a US resident
  • To link a bank account for ACH-based payments

Once you’ve installed the latest version of the app, head to the option grant that you intend to exercise. If exercising is available, you can click on the “Exercise” button to begin.

NSO - Option Details 1.png

After you submit the exercise request, the issuing company will approve the exercise request, which will initiate the funds transfer from your bank account to the company bank account. Lastly, the resulting certificate will be created, signed by the officers, then sent to you to accept. You’ll receive email updates from us as your option exercise progresses.

Don’t have the app yet? Get it Now!

ISO Option Exercise on Android App

We’re releasing an update to the Android app to support ISO option exercises!

To begin, you will need:

  • An ISO option grant
  • To be a US resident
  • To link a bank account for ACH-based payments

Once you’ve installed the latest version of the app, head to the option grant that you intend to exercise. If exercising is available, you can click on the “Exercise” button to begin.

Option Details (1).png

Confirm that you’re currently a US resident to help the platform guide you through your potential taxes correctly. Before exercising, it is recommended that you consult your personal financial advisor or tax professional to make sure exercising is right for you.

Set Country.png

Once you confirm that you’re a US resident, you’ll be able to:

  • Choose the number of option grants you want to exercise
  • Choose the bank account that you want to pay with
  • Ensure your portfolio profile is up to date

Exercise Central 1.png

Once you’ve filled out all exercised details, you’re now ready to exercise. Before clicking “Exercise”, ensure that you read the terms of the exercise, review all linked documents, and agree to the withdrawal of funds to pay for the exercise.

After you submit the exercise request, the issuing company will approve the exercise request, which will initiate the funds transfer from your bank account to the company bank account. Lastly, the resulting certificate will be created, signed by the officers, then sent to you to accept. You’ll receive email updates from us as your option exercise progresses.
Don’t have the app yet? Get it now!

ISO Option Exercise on iOS App

We’re releasing an update to the iOS app to support ISO option exercises!

To begin, you will need:

  • An ISO option grant
  • To be a US resident
  • To link a bank account for ACH-based payments

Once you’ve installed the latest version of the app, head to the option grant that you intend to exercise. If exercising is available, you can click on the blue “exercise” button to begin.

Screen Shot 2019-07-12 at 7.06.22 PM.png

Confirm that you’re currently a US resident to help the platform guide you through your potential taxes correctly. Before exercising, it is recommended that you consult your personal financial advisor or tax professional to make sure exercising is right for you.

Screen Shot 2019-07-12 at 7.07.17 PM.png

Once you confirm that you’re a US resident, you’ll be able

  • Choose the number of option grants you want to exercise
  • The bank account that you want to pay with
  • And ensure your portfolio profile is up to date

Screen Shot 2019-07-12 at 7.08.06 PM.png

Once you’ve filled out all exercised details, you’re now ready to exercise. Before clicking “Exercise”, ensure that you read the terms of the exercise, review all linked documents, and agree to the withdrawal of funds to pay for the exercise.

After you submit the exercise request, the issuing company will approve the exercise request, which will initiate the funds transfer from your bank account to the company bank account. Lastly, the resulting certificate will be created, signed by the officers, then sent to you to accept. You’ll receive email updates from us as your option exercise progresses.

Don’t have the app yet? Get it now!

(Public Beta) ISO Options Exercise on iOS app

We’re making an improvement to the iOS app to support ISO option exercises. We’d love your feedback to make this experience better, so please email us with your questions and comments around this beta release.

To begin, you will need:

  • An ISO option grant
  • To be a US resident
  • To link a bank account for ACH-based payments
  • To have an official signature tied to your account (you update it here on your computer)
  • To download the beta app on your iOS device

Once the beta app is installed, head to the option grant that you intend to exercise. If exercising is available, you can click on the blue “exercise” button to begin.

Screen Shot 2019-07-12 at 7.06.22 PM.png

Confirm that you’re currently a US resident to help the platform guide you through your potential taxes correctly. Before exercising, it is recommended that you consult your personal financial advisor or tax professional to make sure exercising is right for you.

Screen Shot 2019-07-12 at 7.07.17 PM.png

Once you confirm that you’re a US resident, you’ll be able

  • Choose the number of option grants you want to exercise
  • The bank account that you want to pay with
  • And ensure your portfolio profile is up to date

Screen Shot 2019-07-12 at 7.08.06 PM.png

Once you’ve filled out all exercised details, you’re now ready to exercise. Before clicking “Exercise”, ensure that you read the terms of the exercise, review all linked documents, and agree to the withdrawal of funds to pay for the exercise.

After you submit the exercise request, the issuing company will approve the exercise request, which will initiate the funds transfer from your bank account to the company bank account. Lastly, the resulting certificate will be created, signed by the officers, then sent to you to accept. You’ll receive email updates from us as your option exercise progresses.

iOS App: Customer Support Pin

You can now access your support pin, to verify your identity when you call one of Carta’s support agents. Find this in the account section of the app by selecting “Customer Support PIN”.

ezgif-1-37cf7b2cb74e.gif

iOS App: Connect your Bank Account

With the v3.5 release of our iOS app, you’re now able to securely and instantaneously link your bank account, to fund transactions such as option exercises (coming soon!).

You can find this under the account tab of the app.

ezgif-1-2c48bf59a9b3.gif

Don’t have the app yet? Get it now!

Profile editing within iOS app

In the iOS app, you can now edit your profile to add citizenship, residency, and tax information. This information will be used when you exercise options within the app (coming soon!)

Keep your profile up-to-date by going to Account > Profile

ezgif-1-100ebfe960a3.gif

Don’t have the app yet? Get it now!

Document sharing from iOS app

We’re listened to your feedback and added the ability to share and export documents for later viewing or printing. You can access these capabilities on any document viewing screen, by tapping the share button at the top right.

Image from iOS (1).png
Image from iOS.png

Don’t have the app yet? Get it now!

Show Previous EntriesShow Previous Entries