Step-by-Step Guide to Enrolling in EDGAR Next
Last updated: 4/3/25
Enrollment in the SEC’s new EDGAR Next system is required for all filers by September 12, 2025. Whether you file directly or through a service provider, enrollment is necessary to retain access and continue making submissions.
This step-by-step guide walks you through the EDGAR Next enrollment process, including everything you need to gather, configure, and complete.
Who Needs to Enroll?
If you are responsible for submitting filings through EDGAR—or represent someone who is—you must enroll in EDGAR Next. This includes:
Public companies
Investment advisers and funds
Individuals who file beneficial ownership reports
Law firms, compliance consultants, and filing agents managing client filings
Enrollment is required whether you plan to file directly or authorize a third party to do so.
Before You Begin: What You’ll Need
To complete enrollment, gather the following:
CIK (Central Index Key): A unique identifier assigned by the SEC to each filer.
CCC (CIK Confirmation Code): A confidential code used to authorize EDGAR submissions.
Passphrase: A confidential code used to authenticate EDGAR enrollment and certain account actions. Reset here (SEC PDF)
Primary EDGAR Contact information: Name, phone, and email.
Two Account Administrators: Each must have a Login.gov account (unless the filer is an individual or a single-member entity).
Annual confirmation quarter: You will select a quarter for verifying your EDGAR account each year.
Step-by-Step Enrollment Process
Step 1: Set Up Login.gov Accounts
Each Account Administrator must create a Login.gov account with multifactor authentication. The email address used must match the one provided during enrollment.
For a visual walkthrough, see the SEC’s instructional video on setting up Login.gov.
Step 2: Access the EDGAR Filer Dashboard
Log in at https://www.filermanagement.edgarfiling.sec.gov/ using your Login.gov credentials to access the new EDGAR Next dashboard.
Step 3: Select “Enroll in EDGAR Next”
From your dashboard, locate the enrollment option and select “Enroll in EDGAR Next” next to the applicable CIK. You will be asked to:
Provide your CIK, CCC, and passphrase
Confirm or update the filer’s contact and address information
Select a confirmation quarter for annual review
Provide details for two Account Administrators (see Step 4)
Step 4: Designate Account Administrators
Each filer must designate two individual Account Administrators, unless the filer is an individual or a single-member company. However, the SEC recommends designating two administrators in all cases to avoid potential access issues.
For each Account Administrator, provide:
Full name
Email address (must match their Login.gov email)
Phone number
Business address
Country code (e.g., US)
Step 5: Review and Submit
Carefully review the information provided. Once confirmed, submit the enrollment. A confirmation message will appear on screen, and Account Administrators will receive an email and dashboard notification once enrollment is complete.
After Enrollment: Designate Delegated Entities
If you use a filing agent like ACN Solutions, you must manually designate them as a Delegated Entity after enrollment. This step authorizes third parties to file on your behalf.
How to Add a Delegated Entity:
Go to your Filer Dashboard
Under “My Accounts,” select the appropriate CIK
Click “Manage Delegations and User Groups”
Choose “Add Delegation”
Enter the filing agent’s CIK
Click “Verify CIK,” then “Delegate”
Your agent will receive a notification to accept the delegation.
Need Help with Enrollment?
ACN Solutions offers a flat-fee EDGAR Next Enrollment Service for filers who want to save time and avoid mistakes.
We:
Pre-fill your enrollment template using available information
Work with you to gather what’s missing
Complete the EDGAR Next enrollment on your behalf
Assist with Account Administrator setup
Provide guidance for Delegated Entity authorization
Resources and Additional Reading
Below are official SEC resources to guide you through EDGAR Next enrollment and access management:
EDGAR Next Filer Testing Guidance (PDF)
A comprehensive guide from the SEC outlining how to test the new EDGAR Next dashboard, delegate entities, manage users, and prepare for enrollment.EDGAR Next FAQs
Frequently asked questions covering enrollment requirements, Login.gov accounts, user roles, delegation, and common technical issues.EDGAR Next YouTube Video Series (SEC)
A collection of official SEC video tutorials that walk users through key processes such as enrolling, navigating the dashboard, and setting up delegations.EDGAR Access Codes Overview
An overview of EDGAR access codes, including the CIK, CCC, passphrase, and PMAC—what they are, how they’re used, and how they’re impacted by EDGAR Next.
Let us know if you need help completing enrollment or have questions about EDGAR Next. We’re here to help.
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.