Help Center

Answers to common questions related to managing your equity information on Secfi and where to find the information on Carta and Shareworks.

Secondary sale, financing, or loans, what's best for you? How financing works, associated fees, and much more.

Looking to sell your shares in a secondary market? Find answers to the most common questions and learn how Secfi can help.

Answers to common questions related to our advice and wealth management offerings.

Your information is always secure and confidential. Here you can find answers to questions about how to manage your data.

FAQs related to managing your Secfi account.