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How to exercise your options on Carta as a US option holder

support.carta.com
Employee resources
Exercising your options

support.carta.com
Employee resources
Exercising your options

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How to exercise as a US option holder

Only one ACH exercise can be pending on an option grant award at a time. A new ACH exercise request can be initiated on that option grant once the payment has gone through.

📍Depending on your company and account type, you may see the term “shares” instead of “certificates” in some parts of the Carta platform. The terminology reflects how your company records ownership and will not affect your holdings or actions.