Managing Your Account
Tax Documents
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?
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?
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?
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?
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?
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?
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?
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)?
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?
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...