Managing Your Account
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...
How do I check if my account is earning interest?
Interest is on the "Cash" portion of Solo 401k pretax, Solo 401k Roth accounts, both Traditional and Roth IRA accounts and taxable brokerage accounts....
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...
ACATS - What is Carry's DTC number?
Our custodian, DriveWealth's DTC # is: 2402. Please note the outgoing ACAT fee is $65. This is the fee our custodian, DriveWealth charges for all out...
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...
Where can I find my account number?
You can view your account numbers by clicking your initials on the top right hand side of the website > Settings > Accounts.
How do I add a beneficiary to my account?
You can add beneficiaries to your account(s) by going to the Beneficiaries settings page in your dashboard. This can be found under: Your Profile > ...
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...
2025 Give $100, Earn $100 Referral Program
What is the Carry Give $100, Earn $100 program? Carry's 2025 Give $100, Earn $100 Referral Program allows you as a current Carry customer to earn ...
How do I link Carry accounts to my third party money management or personal finance tracking app?
Carry is compatible to most apps that connect via Plaid so if your app does connect via that method, it should likely be compatible. Note that it wil...
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...
Do you offer custodial accounts?
We do not offer custodial accounts at this time.
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...
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 cancel my Carry membership?
We're sad to see you go but we understand that circumstances change. You can cancel your subscription by clicking your name at the top right corner →...
How do I update my address?
Click your initials on the top right hand side of the website > Settings > Profile > Click 'Edit' next to the Address field. Upload a utility bill as ...