What if I skip the Carta connection during workspace setup?

You can connect to Carta at any time after your initial setup. There are three ways to establish the connection later:

1. From your main Remote equity dashboard
   Click "Sync with Carta" in the top right corner.
2. From your action dashboard
   Access the Carta sync option from your take action dashboard.
3. From your integrations dashboard
   Navigate to your Remote integrations dashboard, where you can both connect to Carta and manage the ongoing sync.