Using Karta, you can delegate financial tasks by setting limits and assigning roles with specific permissions, saving time for more strategic management activities while ensuring account security with a flexible privacy system. Let's see what are the steps to open your account with Karta:
Registrationt seps:
Initial registration by email
Create Karta profile
Email Address verification
Get Started - Beginning the KYC/KYB Process
Adding information about the representative and owners
1. Registration using Email
When registering, you will be directed to the "Create Karta Account" form.
2. Create Karta profile - entering primary information about the company
After entering your email address and password, you’ll be taken to the next page, where you’ll need to provide some information about your company. This includes your team size, average monthly spending, and contact details.
3. Email Address verification
After creating your profile, you’ll need to verify your email address to continue.
4. Get Started - Beginning the KYC/KYB Process
Once your email address has been confirmed, you’ll be asked to provide your first and last name.
At this stage, you’ll also need to agree to receive one-time passcodes (OTPs) from Karta.
5. Adding information about the representative and owners
After clicking Continue, you’ll be asked to provide information about yourself as the company owner, as well as details about any other owners or associated parties.
Provide company details
Upload company documents
Add associated parties
Complete the questionnaire
After completing everything, you can click "I certify that I have added all beneficial owners with ≥ 25% ownership and that all the information provided above is complete and correct." The Submit application button will then become available.
After clicking the Submit Application button, the data will be sent for verification. In this step, you should wait for the KYB and KYC verification results.
Here are some common registration issues and their solutions:
1. I can't confirm my email address because I didn't receive the confirmation email.
If you didn't receive the confirmation email, try using a different email address to complete the registration. After your account is open, you will be able to change your email address in the account settings.
2. The "Submit Application" button is inactive.
In such cases, we recommend opening the browser in incognito mode or switching to a different browser.
3. The application has been on review for a long time.
If your application has been under review for an extended period, it may indicate that it is currently undergoing manual review. In such cases, we recommend contacting our support team via live chat for assistance.
If you encounter any issues during the verification process, please don't hesitate to reach out to us via live chat or at support@karta.io and we'll be happy to help!