Managing Your Account
Tax Documents
Edited 24 days ago
Required tax documents and filings vary by plan type. If you do not see a tax document in the tax documents section of the Carry website (you can acce...
Where can I find my Carry subscription invoices or receipts?
Edited 2 months ago
To view all of your past billing invoices click on your initials on the top right hand side of the website > Settings > Billing > Billing Details > U...
How do I add on the financial planner?
Edited 3 months ago
To add-on the financial to your Carry plan, log into your account and click on the Plan tab . You will see the below screen with the option to upgrad...
Do I need to be a U.S. Citizen to use Carry?
Edited 3 months ago
No, you do not need to be a U.S. Citizen to use Carry. Carry is built primarily to support US taxpayers, which includes both US citizens and internat...
How can I upgrade my Carry subscription from Basic to Professional?
Edited 3 months ago
The Professional tier unlocks access to invest in alternative assets (including crypto in your IRA) and payroll integrations with Gusto. This may be a...
Where can I find my account statements and documents?
Edited 3 months ago
You can access your statements and account documents in the Documents page of your user profile. The link is located under your user profile icon on...
How do I link my bank accounts to my Carry account?
Edited 4 months ago
There are two ways to add a new bank account in Carry. You’re given the option to add a new bank account when making a contribution to any account, or...
How do I add a beneficiary to my account?
Edited 4 months ago
You can add beneficiaries to your retirement accounts by going to the Beneficiaries settings page in your dashboard. This can be found under: Your P...
How do I set up Two Factor Authentication (2FA)?
Edited 4 months ago
You can set up Two Factor Authentication (2FA) to protect your account with an additional layer of security. This can be enabled through the Security...
How do I sign up for a Carry account?
Edited 4 months ago
Signing up for a Carry account is straight-forward and takes only a few clicks. Simply follow the below steps to get your Carry account set up: You ca...