EDGAR Next—Improving Filer Access and Account Management

Sept. 8, 2023

Compliance with EDGAR Next is now required

Compliance with the SEC’s changes to EDGAR filer access and account management (“EDGAR Next”) is required as of September 15, 2025.

On March 24, 2025, the SEC officially launched the new EDGAR Filer Management website including the dashboard where filers may enroll in EDGAR Next and where individuals or entities requiring access to file on EDGAR may submit the Form ID application for EDGAR access.

Jump to sections:

Enroll in EDGAR Next

It’s not too late to enroll! Filers can continue to enroll until December 19, 2025, however, they will not be able to file on EDGAR until they enroll.

  • Enrollment is a streamlined process that allows existing EDGAR filers to transition to EDGAR Next. It is available on the dashboard of the EDGAR Filer Management website.

Before enrolling, filers should prepare!

  • Coordinate with all individuals and entities who currently file on the filer’s behalf. Each filer may enroll only once. Therefore, each filer should determine which entity or individual the filer will authorize to enroll it.
  • Gather information needed to enroll, including the filer’s central index key (CIK), CIK confirmation code (CCC) and passphrase. If the filer is unsure whether the CCC or passphrase has been reset since September 2019, follow staff guidance to reset those codes before enrolling.
  • Ensure relevant individuals possess individual account credentials from Login.gov to log into the dashboard to enroll and to take actions for the filer.
    • The email used for Login.gov credentials must match the email the person intends to use for EDGAR.
    • Consider providing to Login.gov a different email address than that used for personal purposes because EDGAR uses the email address provided to Login.gov for identification and notification, and the email address is visible to others on the dashboard.
  • Be prepared to provide information about the persons whom the filer will authorize as account administrators during enrollment. The filer may also coordinate with its filing agent and other representatives about delegation and identify the persons the filer will authorize as technical administrators (if connecting to optional APIs).

Please consult How Do I Enroll in EDGAR and the Enrolling in EDGAR Next instructional video for step-by-step guidance, as well as the frequently asked questions about EDGAR Next.

  • Attention ABSCOMP filers: ABSCOMP submissions must now be made through the EDGAR Filer Management dashboard. The Request Asset-Backed Securities (ABS) Issuing Entities Creation option in the Retrieve/Edit Data section of the EDGAR Filing website is no longer available. Consult the ABS Issuing Entities guidance on SEC.gov for more information.

Frequently Asked Questions (FAQs) About EDGAR Next

Review answers to some of the most frequently asked questions regarding EDGAR Next. Be sure to check back often as EBO may continue to add to these FAQs based on continued feedback.

Filer Support During Transition to EDGAR Next

Filers can obtain support in several ways during the transition to EDGAR Next as explained below.

How Do I Guides

For additional guidance on EDGAR Next and other EDGAR topics, reference the complete list of How Do I Guides.

Webinars

View presentation slides and videos from past webinars:

  1. General introduction to EDGAR Next, Tuesday, October 8, 2024, from 1 p.m. to 2:30 p.m. ET (view slides)
  2. General introduction to EDGAR Next, Wednesday, October 23, 2024, from 2 p.m. to 3:30 p.m. ET (view slides and video)
  3. Enrollment, Thursday, November 21, 2024, from 11:30 a.m. to 1:00 p.m. ET (view slides and video)
  4. Enrollment for Section 16 filers, Thursday, January 23, 2025, from 1 p.m. to 2:30 p.m. ET (view slides and video )
  5. Enrollment and general guidance for filers, Thursday, February 20, 2025, from 1:30 p.m. to 3:00 p.m. ET (view slides and video)
  6. Enrollment and frequently asked questions, Tuesday, August 26, 2025, from 2:00 p.m. to 3:00 p.m. ET (view slides and video)

Registration details for future EDGAR Next webinars will be posted here as they become available. Webinar videos will be added to the EDGAR Next YouTube playlist.

EDGAR Next Instructional Video Series

Small Entity Compliance Guide

This small entity compliance guide, dated March 24, 2025, was prepared by SEC staff under Section 212 of the Small Business Regulatory Enforcement Fairness Act of 1996, as amended. The guide summarizes and explains rules adopted by the Commission but is not a substitute for any rule itself. Only the rule itself can provide complete and definitive information regarding its requirements.

Inquiry Response

EDGAR Next Beta (Beta) Environment

EDGAR Next Beta reflects a Beta version of the EDGAR filing websites including the EDGAR Filer Management dashboard. EDGAR Next Beta will remain open until at least December 19, 2025.

  • Individuals must possess individual account credentials from Login.gov to log into the Beta. The Login.gov credentials created for use in the Beta are not test credentials—they will persist and may be used to log into EDGAR. Therefore, use your real name and a valid email address that you will associate with your EDGAR account going forward to create the individual account credentials. Moreover, consider providing to Login.gov a different email address than that used for personal purposes because EDGAR uses the email address provided to Login.gov for identification and notification, and the email address is visible to others on the EDGAR Filer Management dashboard.
  • Individuals may create fictional test accounts to complete and submit “test” Form IDs in the Beta on behalf of fictional test CIKs.
  • Testers should submit only fictional data on the EDGAR Next Beta. Do not submit any sensitive personally identifiable information (sensitive PII) or information that you may wish to keep confidential.
  • Beta versions of all optional application programming interfaces (APIs) are available for testing and connection in the Beta. See the Overview of EDGAR APIs (PDF).
  • Filers may develop connections to APIs and adjust any internal filing applications by referring to the Beta. Technical specifications for each of the APIs, as well as sample code, are provided by SEC staff in the API Development Toolkit.
  • Access the EDGAR Next Beta environment.
  • EDGAR Next Filer Testing Guidance (PDF) is available as a courtesy to help filers test in the Beta. The guidance provides information about testing in the Beta environment and gives step-by-step guidance about testing different functions on the dashboard.
  • To report technical bugs encountered in the Beta, complete the online form provided in the Beta, describing the issue with as much information as possible.
  • Refer to the EDGAR Next Beta release notes, which are accessible from the footer of the dashboard, for bug fixes and subsequent development releases for the Beta environment.

This resource represents the views of the staff of the EDGAR Business Office. It is not a rule, regulation, or statement of the Securities and Exchange Commission (“Commission”). The Commission has neither approved nor disapproved its content. This resource, like all staff statements, has no legal force or effect: it does not alter or amend applicable law, and it creates no new or additional obligations for any person.

Last Reviewed or Updated: Sept. 15, 2025

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