EDGAR Next—Improving Filer Access and Account Management

Sept. 8, 2023

Compliance with EDGAR Next is Required

Compliance with the SEC’s changes to EDGAR filer access and account management (“EDGAR Next”) is required to file on EDGAR.

All filers must either be enrolled in EDGAR Next or have submitted a Form ID application for EDGAR access granted by SEC staff on or after March 24, 2025 to file.

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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 the EDGAR Business Office may continue to add to these FAQs based on continued feedback.

Resources

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 (note that enrollment in EDGAR Next has closed):

  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)

Webinar videos are also available on 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.

Filer Support

EDGAR Beta Environment

  • EDGAR Beta reflects a stage environment for the EDGAR filing websites including the EDGAR Filer Management dashboard. EDGAR Next Beta will remain open to allow filers to test upcoming changes to EDGAR. Refer to the EDGAR Beta release notes, which are accessible from the footer of the dashboard, for bug fixes and subsequent development releases for the Beta environment.
  • 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 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 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.

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: Dec. 22, 2025

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