People use Carta for multiple and distinct reasons. Equity managers issue stock on behalf of a company while also maintaining a portfolio of their own. Investors want to separate their personal investments from those they make on behalf of a firm. Navigating between these experiences should be straightforward. Now it is.
The new sidebar navigation allows you to switch between accounts instantly.
To switch between accounts, hover over the left side-bar:
Once you hover your mouse over the sidebar, it will expand to look like this:
To switch between your accounts, simply click on the account you wish to view. If you have more than 5 accounts, you'll want to click on the View all button to see an expanded list of all your accounts.