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 SEC 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 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.

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