--- title: What details do I need to provide for Secfi in equity verification? description: Step-by-step guide to accessing and getting the equity documents needed, on Carta or Shareworks, to verify your equity on Secfi. --- [Skip to content](https://hello.secfi.com/migration/help/what-details-do-i-need-to-provide-for-secfi-in-equity-verification#main-content) English Show submenu for translations [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new?hsLang=en) ![Logo-Apr-26-2023-11-46-34-7947-AM.png\]](https://hello.secfi.com/hs-fs/hubfs/Logo-Apr-26-2023-11-46-34-7947-AM.png?height=40&name=Logo-Apr-26-2023-11-46-34-7947-AM.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new) - [Secfi Learn](https://secfi.com/learn) [Secfi Learn](https://secfi.com/learn) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hello.secfi.com/migration/help?hsLang=en) 2. [Equity and shares](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en) # What details do I need to provide for Secfi in equity verification? ## 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: ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdcdSgQabhMrllPE728r0CISm3TYU-H2UMmJKx4cqBFHNH0zFK7EZisvJXdMmlwXN8hAIUm-DbGdDhAPmMAJ6iVP65XnM6aJDSMpIMkqz-h71b6SHBJpp1OUvoXuVF4GF2Lm8MlaQ?key=FMJ0_qWrawIRv2nKtMWU7Q) 2\. Once on the “Holdings” page, click the link on your corresponding Option Grant and/or Share Certificate to see more details: ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDUmo_KEAGv3hGZdXEcvw6eQJ8mg_YN-KiUuCFxNmNlXcJqzAvRXsOQqgO9lWHNd9JikwpUBYW3IcGIK2yhfo15G-W98YM0-4wNFgfHTmSDlunePpAqj__7rkDkQsdlxAgois5NA?key=FMJ0_qWrawIRv2nKtMWU7Q) 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](http://secfi.com/). ![](https://hello.secfi.com/hs-fs/hubfs/Screenshot%202025-05-28%20at%2011-40-26-png.png?width=139&height=279&name=Screenshot%202025-05-28%20at%2011-40-26-png.png)![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfJfeAaNQe5HHROdjUypkdguIY7nt3yrRfiuTE2hZZE6h5x8PNibG_m0WGtZGL8NBBrDoCNigCnag5Px2pMWjCZio2M8sm0KKf7vFPIizaLQMiv9WIihjSLKuP5hssZwbFidZfsCA?key=FMJ0_qWrawIRv2nKtMWU7Q) ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcmkMhg42kD3Z6keDL-onh-9zKPMpA1RRwVdvCQMwcxMUfJouxyQHqnN4pChtQalmo0je4miOj0_TddoRt61jGhi_JZ6D0OEj-TdIqpziifmKcTvrKrZQzQ0BcCU9YDzHYCTx9tRQ?key=FMJ0_qWrawIRv2nKtMWU7Q) ### **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: ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXec_qDxFOlhsMnN4_mA1mcbETddXSFMoUoShoXell1Fb6euf24HPJT6N7zgWHnfljpEB_BM1BkCmp1mGqyl6gfphEEzqVdxevo67nI0r9k58MKJI4NMXQ43lLYU54bzW6FBEXne?key=FMJ0_qWrawIRv2nKtMWU7Q) 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: ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeZWMezlBKPGxqluXov2YUPWVEck2SLA6ihDIgwI8DNA2P2Jxqxu0Btjebk-Odogoc3Ie3uoR5oy9JKx0ukx5nXTLK9GbDOsyfTxzd1WS5Xvo7Usa7TnI0KazGqnEykS6iocoNdlA?key=FMJ0_qWrawIRv2nKtMWU7Q) 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](http://secfi.com/). ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcmkMhg42kD3Z6keDL-onh-9zKPMpA1RRwVdvCQMwcxMUfJouxyQHqnN4pChtQalmo0je4miOj0_TddoRt61jGhi_JZ6D0OEj-TdIqpziifmKcTvrKrZQzQ0BcCU9YDzHYCTx9tRQ?key=FMJ0_qWrawIRv2nKtMWU7Q) - [Equity and shares](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#main-content) - [Equity on Secfi](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-secfi) - [Equity on Carta](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-carta) - [Equity on Shareworks](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-shareworks) - [Financing](https://hello.secfi.com/migration/help/financing?hsLang=en#main-content) - [General](https://hello.secfi.com/migration/help/financing?hsLang=en#general) - [Products and fees](https://hello.secfi.com/migration/help/financing?hsLang=en#products-and-fees) - [Eligibility requirements](https://hello.secfi.com/migration/help/financing?hsLang=en#eligibility-requirements) - [Secondary sale](https://hello.secfi.com/migration/help/secondary-sale?hsLang=en) - [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#main-content) - [Advisory & Wealth General](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#advisory-wealth-general) - [Offerings](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#offerings) - [Cost and Fees](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#cost-and-fees) - [Wealth Management Overview](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#wealth-management-overview) - [Privacy](https://hello.secfi.com/migration/help/privacy?hsLang=en) - [Account](https://hello.secfi.com/migration/help/account?hsLang=en) # Secfi, Inc. 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