Managing an EDGAR Primary Point of Contact (POC)

Unenrolled filers cannot change their EDGAR POC email as of 10 p.m. September 12, 2025. See Accessing Existing Accounts in EDGAR Filer Management Without Being the POC or Having the Password for next steps to access your EDGAR account.

To change your primary point of contact, take the following steps. 

  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.
  4. Select the ellipsis under the Actions column.
  5. Choose to Select as primary point of contact.
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  6. Click Accept to confirm selection to save the changes.
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Bulk manage POCs

Managing the primary point of contact can be performed as a bulk action.

To use the bulk function for multiple EDGAR accounts:

  1. From My Accounts, select the boxes for the relevant CIKs.
  2. 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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