Employees can now experience the new onboarding process on the Carta mobile app.

Who this affects

Employees who have been issued option grants (ISO/NSO) or Restricted Stock Units and are registering with Carta for the first time.

Supported Platforms

iOS and Android

What's New?

To allow employees to prepare themselves for transaction such as exercising, employees will be able to provide the following information upon onboarding:

• Personal details: Name, Date of Birth, and Country of Citizenship
• Tax ID
• Address

What's Next?

We will be capturing phone number upon the next update