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.

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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.

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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

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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!

Good Till Cancel (GTC) Orders

If you have stock options or common stock from a public company, you can now place limit orders that will remain outstanding for up to 30 calendar days. If you are attempting to sell at a particular limit price, selecting Good Till Cancel will allow the order to trade for multiple days without re-entering each day.

Upon entering a cashless exercise and sell, cashless exercise and hold, or stock sale, selecting Limit order now enables the choice of Day or Good until cancelled.

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Selecting Good until cancelled enables you to place an order that remains outstanding until the earlier of 30 calendar days, or your entry into a trading blackout.

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Following placement, you can view your order in the Orders screen. This view now shows order duration, where you can track both Day and Good Till Cancel orders, in addition to the date that the orders will be cancelled if they are not executed:

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Technical improvements to navigation

The Design Technology team at Carta is upgrading the top level navigation of our app, to use the latest Ink Design System improvements.

With this change, we will be able to support future design and navigation improvements planned for 2020.

There will be minor visual changes. We’ve increased contrast and legibility with white dropdown menus, and you might notice a few different colors here and there. Functionality remains the same.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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Major Update: Carta App for Android

We’re bringing a large update to drastically enhance the Carta experience for Android customers.

Register for you account in a few quick steps, set up fingerprint authentication for easy access, accept securities, and track vesting schedules within the new app.

As an investor, get real-time IRR and company performance information on the go!

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Get the app now!

Technical improvements to navigation

The Design Technology team at Carta is updating the top level navigation of our app, to benefit from the latest Ink Design System improvements.

With this architectural change, user experience will be more consistent, future design improvements will be easier, and we will be able to better support our future product roadmap.

There will be minor changes to visuals and interaction. On the visual side, the text is now bolder and more legible. On the interaction side, menu items will now open on click, instead of on hover.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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Holding Summary for Investors on iOS

For investors, we’re excited to bring updates to the iOS app, which now showcase the same great portfolio companies’ summary info that you’ve seen in the web experience.

Depending on the level of access for your account, you’ll see data, including:

  • Investment cost
  • Value of the holdings
  • Gain/loss calculations
  • First holding date
  • Gross IRR
  • Gross return multiple
  • Ownership percentage

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In the coming weeks, stay tuned for more updates as we improve the investor experience within the iOS app.

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”.

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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.

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Don’t have the app yet? Get it now!

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