Accepting Invitation to Act on Behalf of a Filer

  1. Log in to the EDGAR Filer Management site.
  2. There are two ways to accept an invitation.
    • Under My Accounts on the dashboard, select the ellipsis (“…”) for the CIK you want, under the Actions column, or
      EDGARNext-My Accounts Action ellipsis.png
    • Under the Notifications button (top right), open notifications, select the ellipsis in the row for the CIK you want under the Actions column.
      EDGARNext-Notifications button.png
  3. Choose Accept invite.
    EDGARNext-Accept invitation to act on behalf of a filer.png

Bulk accept

To use the bulk function for multiple EDGAR accounts from My Accounts:

  1. Select Manage Delegations and User Groups.
  2. Select the boxes for the relevant CIKs displayed under My Accounts and then click 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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