Exercise Simulator on Mobile!

In an aim to make exercising simple and easy to understand, we are excited to support simulation tools on iOS and Android apps.

This release will allow any option holder on iOS or Android app to view the estimated cost and taxes by simulating an exercise before performing it. 

There are three different scenarios available through the simulator depending on the type of the grant(s).

  • All Vested Options
  • Early Exercise all Options
  • Customize your exercise

While All Vested Options and Early Exercise All Options allow users to simulate a fixed number of options based on the selected date, Customize your Exercise allows users to manually enter the number of options they plan on exercising.

Once the preferred scenario is selected and additional tax information has been provided, the cost and taxes for that exercise are calculated.

Portfolio Merging

Goal: Allow users to merge their portfolios and view holdings in one view.

Audience: 

  • Users: Equity holder, Employees, Investors (Corporations), Investors (Fund Admin), LP
  • Companies on Launch, Starter, and Growth 
  • Platforms: Web, iOS and Android

What’s New: Users will now be able to merge multiple portfolios into a single one using the self-serve portfolio merge tool.

  • Organization: Organize and view different company holdings in a single portfolios 
  • Customization: Customize portfolio views by selecting which portfolios to merge

Timing: Rolled out on 09.24.2020

Resources: https://support.carta.com/s/article/merging-portfolios

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.

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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.

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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.

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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

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”.

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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!

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

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Don’t have the app yet? Get it now!

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