Interest holders can choose a portfolio for their interests
Interest holders with multiple Carta portfolios can now choose the portfolio they want to accept their interests into.
What's important or valuable about this change?
Interest holders with more than one Carta portfolio, such as a family trust or a portfolio they share with their spouse, have the flexibility to accept their interests into the portfolio of their choice.
What do I need to do?
As an interest holder, when you’ve received a new interest, you can either choose an existing Carta portfolio you want to accept your interest into or create a new one.
How do I learn more or get help?
For more information, please visit our support site.