fix problems on Carta [iphone]

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—— Run into issues on Carta? Get help pending when official support gets back to you!

Carta - Manage Your Equity
Info:
company: eShares
: https://support.carta.com/
: carta.com
Chat with our AI-based Carta Support
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Backup issue

Backup codes cannot be downloaded after setup

Fix: After setting up your backup codes, take a screenshot of the codes before exiting the setup screen. This way, you will have a copy saved on... ⇲
 
UI issue

Limited visibility of grants and vesting schedule

Fix: Check if there are any filters applied in the grants section of the app. Clear any filters to see all grants and their vesting schedules.... ⇲

Inaccurate representation of available shares

Fix: Verify your account details and ensure that all transactions are correctly recorded. Go to your account settings and check for any discrepan... ⇲

New version requires excessive scrolling

Fix: Adjust your display settings on your iPhone. Go to Settings > Display & Brightness and try changing the text size or display settings to see... ⇲

Home page issues after sign-up

Fix: Try logging out and then logging back in to refresh the home page. This can often resolve display issues after sign-up. OR Clear the app'... ⇲
 
Features issue

Basic functionality with limited features

Fix: Explore the app settings to see if there are any features that can be enabled or additional tools that can be integrated. Sometimes, feature... ⇲
 
Payments issue

High transaction fees

Fix: Review the transaction details before confirming to ensure you are aware of all fees. If possible, consider timing your transactions to avoi... ⇲
 
Login issue

Errors during login for private equity investments

Fix: Double-check your login credentials for accuracy. Ensure that there are no typos in your email or password. OR If you have two-factor aut... ⇲

No integration with password managers

Fix: Manually enter your credentials into the app, and consider using the built-in password manager on your iPhone. Go to Settings > Passwords to... ⇲

Short session duration for staying signed in

Fix: Check the app settings for any options related to session duration or 'Stay signed in' features. Enable any available options. OR If the... ⇲
 
Compatibility issue

Limited support for certain portfolio types

Fix: Check the app's help section or FAQ to see if there are any specific instructions for managing unsupported portfolio types. OR Consider u... ⇲
 
Bugs issue

Errors when simulating options

Fix: Ensure that you are entering all required fields correctly in the simulation tool. Double-check for any missing information. OR Try resta... ⇲
 
Account issue

Account verification problems

Fix: Ensure that you have access to the email or phone number associated with your account for verification. Check your spam folder for any verif... ⇲
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 what users are saying
Good experience
96.0%

Bad experience
2.7%

Neutral
1.3%

~ from our NLP analysis of 7,451 combined software ratings.

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 Private Data Carta collects from your iPhone
  1. Data Linked to You: The following data may be collected and linked to your identity:
    • Purchases
    • Financial Info
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
  2. Data Not Linked to You: The following data may be collected but it is not linked to your identity:
    • Diagnostics