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  1. DFIN Filer Management
  2. Getting Started

Getting Started Checklist: EDGAR Next

Everything you need to get up and running with EDGAR Next. 

Preparing for EDGAR Next 

  1. Managing an EDGAR Primary Point of Contact (POC)
  2. EDGAR Next Process for Creating Login.gov Account
  3. Manual Enrollment of Single Existing EDGAR Account
  4. Bulk Enrollment of Multiple EDGAR Accounts
  5. Changing Delegation Preference in an EDGAR Account to Allow Delegation Request

Managing your EDGAR Account

  • Generating a New CCC
  • Creating a Custom CCC
  • Creating and Updating Passwords
  • Inviting Individuals to be Users and Account Administrators for the Filer's EDGAR Account
  • Removing Individual Users, Account Administrators and Technical Administrators
  • Accepting Invitations to Act on Behalf of a Filer
  • Managing Delegated Filing Authority

Ongoing EDGAR Next tasks

  • Changing Role of Individual Account Administrators, Users, and/or Technical Administrators
  • Removing your Ability to Act for a Filer
  • Completing the Annual Confirmation
  • Canceling Delegation of a Filing Authority
  • Managing Delegated Users to/from a User Group
  • Managing Filers in a User Group
  • Deleting a User Group

SEC Resources

  • Applying for EDGAR Access
  • Overview of EDGAR Filer Management Dashboard
  • Overview of Account Administrator role
  • EDGAR Next FAQ

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