THE FREQUENT FILER

EDGAR Next Simplified – Prepare for Enrollment with EdgarAgents

On September 27, 2024, the Securities and Exchange Commission (SEC) adopted new rules to make its Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system more secure and efficient. The amendments, referred to as “EDGAR Next,” represent a significant change to the legacy account management and filing process and aim to address potential security issues with the current platform while streamlining the management of filer accounts. The changes apply to entities (both public and private) and individuals that make filings with the SEC. Filers will be required to fully transition to EDGAR Next by September 15, 2025. 

Filers will be required to appoint and assign two individuals as Account Administrators who will manage accounts on the EDGAR Next dashboard. Individual filers and single-member companies only require one Account Administrator. Additional Account Administrators can be added post-enrollment.

Form ID will be amended to implement these changes and require information about the filer’s appointed Account Administrators. 

Filers must use Login.gov to access the new EDGAR dashboard and log in. Credentials can be obtained through Login.gov by accessing the homepage of the Beta EDGAR Filer Management website (https://filermanagementbravo.edgarfiling.sec.gov/) and selecting “Sign in with Login.gov.” The Login.gov credentials you create will remain valid.

Your Login.gov email address should match the email address you intend to use for EDGAR. EDGAR uses the email address provided to Login.gov for identification and notification, and the email address is visible to others on the dashboard. Consider providing Login.gov a different email address than that used for personal purposes.

You will be prompted to select a multifactor authentication method that you must complete each time you present your Login.gov credentials to EDGAR.

Key Dates

March 24, 2025: EDGAR’s dashboard goes live, introducing the new access system and Login.gov integration. Form ID applications will begin to reflect these updates. New Filer applicants will need to apply & enroll with the Amended Form ID.  

September 15, 2025: All filers must be in full compliance, including using the new credentials and APIs for those opting into machine-to-machine filing. Filers have three months to enroll in EDGAR Next after the compliance date, from September 15, 2025, to December 19. 2025. Filers who do not enroll or gain access by submitting amended Form ID by September 15 will not be able to file until they enroll.

December 19, 2025: A final transition period allows filers to complete enrollment, ensuring full adoption of the new system. Legacy EDGAR codes will no longer be effective for any purpose.

Enrollment begins March 24, 2025, and will remain open for six months thereafter, until September 15, 2025.  

Existing filers can continue to file on EDGAR using the legacy system.  New filer applicants must comply with Amended Form ID and enroll in the dashboard.

What should I do to prepare?

  • Gather a list of all filers and codes, including CIK, CCC, and passphrases. Identify who needs to reset codes or update their EDGAR point of contact email, if necessary.
  • Communicate with all entities who currently have authority to file on EDGAR on their behalf. Determine who will enroll them (or if they wish to enroll themselves). Filing Agents are well equipped to assist with enrollment. Be sure to coordinate with EdgarAgents (EA) as your trusted enrollment agent.
  • Determine who will become authorized to manage accounts on EDGAR as Account Administrators, third-party or otherwise. Reach out to all individuals who have filing authorization. 
  • Test in the Beta environment. Testers can create fictional test accounts, make test filings, and utilize the various EDGAR Next functions.

 

EdgarAgents is here to help!

EdgarAgents is an industry-leading, full-service SEC filing partner. EDGAR is in our name, and we are here to support you through these changes to the EDGAR system. Please do not hesitate to reach out to us with any questions! Contact us at filings@edgaragents.com for more information.

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About EA

EdgarAgents (commonly referred to as EA) is an industry leading, full-service SEC filing agent and financial printer specializing in financial regulatory and compliance solutions for investment management companies, Exchange Traded Funds, public and private companies, fund administrators, private equity firms, corporate attorneys, investment banks and other financial institutions. EA seamlessly supports both transactional and regulatory reporting for ongoing shareholder communication services across public markets including, but not limited to NYSE and NASDAQ.

EdgarAgents provides a comprehensive suite of services and solutions tailored to meet your specific needs. EA’s offerings encompass EDGAR conversion, inline XBRL tagging, typesetting and design, virtual data rooms (VDR), SaaS technology solutions, ADA document and website compliance, web hosting & eDelivery, language translations, news distribution, and printing of shareholder communications. Annually, EdgarAgents successfully processes over 40,000 filings, demonstrating our robust capability and industry leadership.

EA efficiently delivers the highest quality at 3x speed, maximizing value for clients, guaranteed! Learn more at www.edgaragents.com, on LinkedIn, or by contacting info@edgaragents.com or +1-212-265-3347.