- Log in to the SEC Filer Management site.
- 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
- Under the Notifications button (top right), open notifications, select the ellipsis in the row for the CIK you want under the Actions column.
- Under My Accounts on the dashboard, select the ellipsis (“…”) for the CIK you want, under the Actions column, or
- Choose Accept invite.
Bulk accept
To use the bulk function for multiple EDGAR accounts from My Accounts:
- Select Manage Delegations and User Groups.
- Select the boxes for the relevant CIKs displayed under My Accounts and then click Add individual from the bulk action drop-down menu.