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  2. Edgar Next

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Edgar Next

Getting Started

  • Getting Started Checklist: EDGAR Next Promoted article
  • Using the Knowledge Hub and Support Center Promoted article
  • EDGAR Next Frequently Asked Questions Promoted article
  • Accessing DFIN Filer Management
  • EDGAR Next Final Rule Summary

Enroll & Delegate

  • Enrolling in EDGAR Next Using the DFIN Enrollment Portal Promoted article
  • Managing Delegation Preferences Promoted article
  • Bulk Enrollment Validation Errors for EDGAR Next
  • Preparing for EDGAR Next Enrollment
  • Requesting Delegation from an EDGAR Account
  • Manual Enrollment of Single Existing EDGAR Account

See all 8 articles

Account Management

  • Creating an Account on Login.gov Promoted article
  • Generating a New CCC
  • Creating a Custom CCC
  • Creating and Updating Passwords
  • Resetting an EDGAR Passphrase
  • Accepting Invitation to Act on Behalf of a Filer

See all 9 articles

User Management

  • Managing Delegated Users to/from a User Group
  • Managing Filers in a User Group
  • Managing an EDGAR Primary Point of Contact (POC)
  • Inviting Individuals to be Users and Account Administrators for the Filer's EDGAR Account
  • Change Role of Individual Account Administrator, Users, and/or Technical Administrators
  • Removing Individual Users, Account Administrators and Technical Administrator

See all 8 articles