Inviting Individuals to be Users and Account Administrators for the Filer's EDGAR Account

arrow.png This functionality is reserved for Account Administrators.
  1. Log in to the EDGAR Filer Management site.
  2. Under My Accounts, select the filer to go to the filer dashboard view.
    EDGARNext-Filer name menu link.png
  3. Select Manage individuals.
    InviteIndivs3.png
  4. Select Add individual.
    InviteIndivs4.png
  5. Enter the individual’s email address and complete the required fields.
    FM-add-individual.png
    The email address must match the one the individual provided to create Login.gov credentials.
  6. Select the desired roles for the user and click Add individual.
    FM-add-individual-confirm.png

Bulk invite

To use the bulk function for multiple EDGAR accounts, select the boxes for the relevant CIKs displayed under My Accounts, and then select Add individual from the bulk action drop-down menu.

This article may have been partially created, reviewed, or enhanced with the assistance of Artificial Intelligence (AI) technology. While all content is reviewed by DFIN prior to publication, DFIN is not engaged in rendering legal or other professional advice, and this information is provided for informational purposes only and is not a substitute for legal or professional investment advice.

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