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Equity and shares
Answers to common questions related to managing your equity information on Secfi and where to find the information on Carta and Shareworks.
17 articles
Equity and shares
Answers to common questions related to managing your equity information on Secfi and where to find the information on Carta and Shareworks.
17 articles
Financing
Secondary sale, financing, or loans, what's best for you? How financing works, associated fees, and much more.
11 articles
Financing
Secondary sale, financing, or loans, what's best for you? How financing works, associated fees, and much more.
11 articles
Secondary sale
Looking to sell your shares in a secondary market? Find answers to the most common questions and learn how Secfi can help.
6 articles
Secondary sale
Looking to sell your shares in a secondary market? Find answers to the most common questions and learn how Secfi can help.
6 articles
Advice & Wealth
Answers to common questions related to our advice and wealth management offerings.
35 articles
Advice & Wealth
Answers to common questions related to our advice and wealth management offerings.
35 articles
Privacy
Your information is always secure and confidential. Here you can find answers to questions about how to manage your data.
1 article
Privacy
Your information is always secure and confidential. Here you can find answers to questions about how to manage your data.
1 article
Account
FAQs related to managing your Secfi account.
2 articles
Account
FAQs related to managing your Secfi account.
2 articles
Common Topics
- What’s Secfi’s approach to investment/portfolio management?
- Can I move over my 401k account?
- What are the eligibility requirements for Secfi's financing services?
- Why do you need my payslips, tax returns and account statements before I agree to work with Secfi?
- How do I find the Fair Market Value (FMV) for my previously exercised options on Carta?
- How often will my Wealth Management fee be calculated and charged?
- What’s the best way to refer a friend or colleague to Secfi?
- Does my company need to approve Secfi Financing?
- Can Secfi help me file my taxes?
- I live outside the US, can I be a client?