Enter additional account details as required. Refer to your bank’s wire instructions if needed.
The Account name defaults to your name since the bank account owner must match the Carta account owner. Learn more.
You should edit the account name if:
- You’re using an investment or brokerage account (e.g., Charles Schwab, Morgan Stanley, National Financial Services).
- The name on your bank account is different from your Carta account name (you may need to verify beneficiary details due to the Corporate Transparency Act).
If necessary, update the address linked to the account on the beneficiary details screen.
Click Continue and review the entered information.
Read Carta’s Payment Terms and Conditions, then check the box to agree.
Click Submit to finalize the process.

How to manage your personal payment information