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.
iOS and Android
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
We will be capturing phone number upon the next update