I have multiple private and restricted holdings at Carta and other platforms, including computer share, not to mention the regular big banks, etc. Computershare’s onboarding process is simply ridiculous, with many small annoyances. If your passwords don’t match when setting up your account, you can’t highlight and correct one or the either. No keyboard will open up, you have to go back a page and fill everything out again. Their ID verification is pitiful and best do it during business hours — if it’s automated system doesn’t approve you you’re likely to have to wait for a physically mailed confirmation code. I have used three different email addresses now because it hasn’t acceptably face and ID - the same face and said that I have used for every other site over the years. After calling and waiting on hold for almost an hour during business hours, finally got a nice but clueless rep who could not figure out why my finally verified account could not connect to the holding that Computershare has received. Their phone system reads the holding back to me, but the app doesn’t see it. The rep’s advice? Keep using different email addresses for user names until I can get it all to connect.
Computershare only recently modernized to have an app in the first place. They have a long to go to bring it up to par… hope they will since I am forced to use them.
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