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Equity and shares
Equity and shares
Equity on Secfi
Equity on Carta
Equity on Shareworks
Your Secfi Portfolio
Financing
General
Products and fees
Eligibility requirements
Secondary sale
Advice & Wealth
Advisory & Wealth General
Offerings
Cost and Fees
Wealth Management Overview
Privacy
Account
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Help Center
Equity and shares
Equity and shares
Equity on Secfi
Equity on Carta
Equity on Shareworks
Your Secfi Portfolio
Financing
General
Products and fees
Eligibility requirements
Secondary sale
Advice & Wealth
Advisory & Wealth General
Offerings
Cost and Fees
Wealth Management Overview
Privacy
Account
Equity and shares
Answers to common questions related to managing your equity information on Secfi and where to find the information on Carta and Shareworks.
How do I remove a company from my list of assets?
Equity on Secfi
How do I add my equity (ISO, NSO, RSU) details?
How do I add a share grant?
How do I edit my equity details on Secfi?
What type of stock grants do I have?
I have exercised all my options. Why do I still need to enter my vesting and exercise details?
How do I disconnect my account from Carta?
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Equity on Carta
How do I enter my equity details in Secfi if I use Carta?
How do I find Fair Market Value (FMV) or 409A in Carta?
How do I find the Fair Market Value (FMV) for my previously exercised options on Carta?
How do I find my equity details in Carta to add an equity grant?
How do I link my Carta account to add my equity?
How to upload your Equity Incentive Plan, Share certificate or Notice of Stock Options Award from Carta?
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Equity on Shareworks
How do I find my equity details in Solium from Shareworks to add an equity grant?
How do I enter my equity details in Secfi if I use Shareworks?
How do I find Fair Market Value (FMV) or 409A in Shareworks?
Your Secfi Portfolio
What is the Industry Index and how is it calculated?
