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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
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
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
Account
FAQs related to managing your Secfi account.
2 articles
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Common Topics
- What if I want to withdraw some of the money you’re managing for me? How does that work?
- How do I request financing to exercise my stock options?
- My company was added to the Secfi waitlist. How can I get the company approved?
- Why should I connect my accounts, even the ones that Secfi doesn’t manage?
- Is there a minimum to be a wealth client?
- What is the value of having an ongoing financial advisor?
- How do I remove a company from my list of assets?
- How can I be certain that my brokerage account statements are accurate if you are both the custodian of my account and the adviser of my investments?
- How do I edit my equity details on Secfi?
- Can Secfi deny my application/request or close my account?