Small Entity Compliance Guide Now Available for EDGAR Next

A Small Entity Compliance Guide is now available to assist small businesses in understanding and complying with recent rule and form amendments that enhance the security of the SEC’s Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system and improve filers’ access and account management capabilities—known collectively as EDGAR Next.

EDGAR Next applies to all those who submit filings electronically on EDGAR, including entities (such as issuers and filing agents) and individuals (such as officers and directors subject to the requirements of Section 16 of the Securities Exchange Act of 1934). 

Among the topics the guide addresses are:

• Compliance dates.
• The requirement to present individual account credentials and complete multifactor authentication.
• The new EDGAR Filer Management website dashboard.
• The improved “Form ID” application for EDGAR access.
• EDGAR’s addition of optional application programming interfaces (APIs).

The transition to EDGAR Next begins March 24, 2025, when the new EDGAR Filer Management website and dashboard go live. Filers have six months, through September 12, 2025, within which to enroll and continue to file uninterrupted on EDGAR. Filers then have three months, through December 19, 2025, within which to enroll and thereafter make EDGAR filings.

The Small Entity Compliance Guide supplements the wealth of resources already available to assist filers on the SEC’s EDGAR Next page. These resources include a series of instructional videos and recorded webinars, “How Do I” guides that explain how to Obtain Login.gov Individual Account Credentials and Enroll in EDGAR Next, and answers to a set of Frequently Asked Questions.

The SEC is happy to assist small companies and others with questions regarding the EDGAR Next rule and form amendments. You may contact the EDGAR Business Office for this purpose at (202) 551-8900 from 9:00 am – 5:30 pm ET, Monday – Friday (except federal holidays). Select option #2 for EDGAR Next help, and option #3 for filer technical support, including technical assistance with submitting Form ID.