Common Mistakes to Avoid During EDGAR Next Enrollment

Last updated: 4/3/25

The SEC's new EDGAR Next access model has introduced some welcome upgrades — and a few new hurdles for filers trying to stay compliant.

Whether you're enrolling for yourself or on behalf of clients, it's easy to make small mistakes that can create big delays. In this post, we break down the most common missteps we’re seeing during the EDGAR Next enrollment process — and how to avoid them.

1. Using the Wrong Email for Login.gov

Your Login.gov account must match the email address listed for you during enrollment. This is how the SEC links your Login.gov identity to your role within EDGAR.

Tip: Use a professional or work-associated email address and stick to it across all EDGAR-related activities.

2. Not Having Two Account Administrators

Unless you're an individual filer or a single-member company, you must list two Account Administrators during enrollment. Even in those exceptions, the SEC recommends having two to avoid access disruptions.

Common mistake: Listing only one administrator or using placeholder info just to get through enrollment.

3. Skipping the Delegation Step

If you use a third party — like a filing agent, law firm, or compliance consultant — to file on your behalf, you need to manually designate them as a Delegated Entity after enrollment. Skipping this step means they won’t be able to file for you.

And yes, even if they’ve always filed for you in the past — EDGAR Next requires new authorization.

4. Confusing Login.gov with EDGAR Access

Login.gov gives you access to the EDGAR dashboard, but it’s not the same thing as having EDGAR credentials (like the CCC or passphrase). You still need your EDGAR access codes to complete enrollment.

Make sure you have your:

• Central Index Key (CIK)

• CIK Confirmation Code (CCC)

• Passphrase

5. Forgetting to Reset the Passphrase

If you don’t know your EDGAR passphrase — or haven’t used it in a while — you’ll need to reset it before you can enroll.

Here’s how: Reset Your EDGAR Passphrase (SEC Guide)

6. Waiting Until the Last Minute

Enrollment is open from March 24 to September 12, 2025 — but we recommend getting it done early. As the deadline approaches, support requests and processing delays are likely to increase.

Give yourself time to troubleshoot any issues (especially if you’re working with multiple accounts or large organizations).

How to Avoid Enrollment Issues

Getting EDGAR Next right the first time saves time, stress, and filing delays. That’s why many filers turn to us for help with the transition.

At ACN Solutions, our EDGAR Next Enrollment Service helps ensure:

• Your CIK, CCC, and passphrase are correct and up to date

• Enrollment details are handled accurately and efficiently

• Account Administrators are set up properly

Let us help you enroll →

Helpful Resources

Below are official SEC materials and helpful blog posts to guide you through EDGAR Next enrollment and access setup:

• Step-by-Step Guide to Enrolling in EDGAR Next (LINK TO BLOG)
  Walks through the full EDGAR Next enrollment process, including what you need and how to get started.

• What Is an EDGAR Account Administrator? (LINK TO BLOG)
  Clarifies the Account Administrator role and responsibilities under EDGAR Next.

• How to Designate a Delegated Entity in EDGAR Next (LINK TO BLOG)
  Learn how to authorize third-party service providers to submit filings on your behalf.

• EDGAR Next Filer Testing Guidance (SEC PDF)
  Detailed instructions and visual examples provided by the SEC for navigating the new interface.

• SEC EDGAR Next FAQs
  The SEC’s official FAQ covering user accounts, roles, access, and more.

Disclaimer:
The information provided in this blog post is for general informational purposes only and does not constitute legal, compliance, or financial advice. ACN Solutions LLC is not a law firm, compliance advisor, or affiliated with the Securities and Exchange Commission (SEC). While we strive to provide accurate and timely guidance based on publicly available SEC resources, we do not speak on behalf of the SEC and are not authorized to interpret its rules or policies. Readers should consult their legal counsel or compliance professionals for specific guidance related to their regulatory obligations.