Worked all kinds of financial apps and Carta really is the ticket. Informative, pointed direction, and everything makes sense. I don’t say this lightly, have no vested interest in company, but would love to hire this design and execution team. Bravo!

I just set up my account including 2 factor authentication with the Authenticator app. I tried to download backup codes during that process, but they did not download and I was pushed to the next step. (QA issue.) There is no way to go back or download backup codes anymore, as confirmed by the Carta chat support agent. (Design issue.) I have full access to my account currently because I have my phone with the Authenticator app set up, so why can’t I use my full access to download a mew set of backup codes? Other companies like Google allow you to generate new backup codes at any time. Instead, Carta is asking that I pretend I don’t have access anymore and submit a request (photos of my face, government ID, and a hand-written note) to entirely reset my 2 factor authentication. All I want is to continue using my existing 2-FA but create new backup codes in case I ever lose or replace my phone/Authenticator app. Google allows that for their accounts and services. Side note, if you cha...

I have a few partially exercised grants, and it would be useful if my grants were listed by: -Grant amount -Vested amount -Exercised amount -Amount available to exercise Instead I have to manually take my vested amount and subtract the exercised quantity for every single grant. So I’m navigating back and forth with a calculator in hand trying to figure out how many options I could actually exercise. It would be much more helpful if all my vested options across all my grants were listed at a higher level with a cash outlay to help me decide if I should buy them. Options grants are listed as “xx out of xx available to exercise” — except that’s clearly not true as it includes unvested shares which by definition are not available to exercise. This app does not do a good job at helping me figure out how many shares I’m able to buy at any given time, and even if it did, I have to go to carta’s website to actually exercise anything.

This is probably one of the best apps on iPhone. I have been using Carta since an year and the updates that they have had in the last one year beat all others.