4 years ago
Limited Partner Onboarding flow
Limited partners now confirm that their information is accurate when viewing new investments on Carta. This will help ensure accurate information for tax season.
Who this affects
Limited partners with fund investments on Carta and funds using Carta's fund admin and LP portal products
What's new
Limited partners can now review and update their information in the onboarding flow for their fund investment.
- Limited partners can confirm or update their address information
- If a new address is added, they can use that for all of their fund investments
Timing
This was released for Limited Partners on January 14, 2021