This is a step-by-step guide that helps you find your equity details in Carta or Shareworks
Carta
If your company uses stock administration tool Carta, you can access your equity details in a few steps.
1. First, make sure you are logged into both your Secfi and your Carta account. From your Carta portfolio, click the “Holdings” tab from the top navigation:
2. Once on the “Holdings” page, click the link on your corresponding Option Grant and/or Share Certificate to see more details:
3. From here, click Print at the bottom left corner and save as a .pdf. Once saved, please upload to your equity verification onboarding prompt on Secfi.com.
Shareworks
If your company uses stock administration tool Shareworks, you can access your equity details in a few steps.
1. Make sure you are logged into both your Shareworks account and Secfi account. From your Shareworks portfolio, find the “Stock Options and Awards” section. Under “Transaction View”, you can find your Option Grant and/or Share Certificate:
2. Once on the “Stock Options and Awards” page, click the link on your corresponding Option Grant and/or Share Certificate to see more details:
3. From here, print the page and save as a .pdf. You can also take a screenshot of the entire screen to display the full details of your Option Grant and/or Share Certificate. Once saved, please upload to your equity verification onboarding prompt on Secfi.com.