About Carta
Carta operates as a securities registry and cap-table provider, helping private companies track ownership records and shareholder events.
How Findex connects to Carta
Once connected, your Carta holdings appear alongside the rest of your portfolio in Findex. Positions, cost basis, and transactions sync automatically, so every account lives in one view without manual entry.
Getting started
Open the Integrations section in your Findex dashboard, select Carta, and authenticate with your account credentials. The initial sync completes within a few minutes.
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