How Do I Guides

These topics serve as basic resources to help filers understand the EDGAR system. They are not definitive resources or a substitute for the EDGAR Filer Manual, and filers should consult it before making any filings with EDGAR.

Find Introductory Information About EDGAR

• Understand EDGAR and Its Three Websites

• Check My Browser Settings for EDGAR
• Look Up a Central Index Key (CIK) Number

Apply for EDGAR Access

• Obtain Login.gov Individual Account Credentials
• Prepare and Submit My Form ID Application for Access
• Determine My EDGAR Applicant Type
• Understand and Utilize EDGAR CIK and CIK Confirmation Code (CCC)
• Manage the CIK Confirmation Code (CCC)
• Applicants with a CIK but No Access Codes (Formerly “Convert Paper Only Filer to Electronic Filer”)

• Create Asset-Backed Securities (ABS) Issuing Entities

Manage the Filer's Account on the Dashboard

• Understand EDGAR Next Roles
• Invite, Remove, and Change the Roles of Individuals
• Understand and Manage Delegation
• Create and Manage User Groups
• Manage Dashboard Notifications/Invitations
• Complete Annual Confirmation

Make or Request Changes

• Understand, Select and Set a Default Login CIK

• Maintain and Update Company Information

• Update the Email Address Associated with My EDGAR Account
• Recover My EDGAR Account If I Have Incorrectly Managed My Login.gov Account

• Obtain and Update Investment Company Series and Class IDs

• Correct or Delete a Filing

• Request a Filing Date Adjustment

• Request a Continuing Hardship Exemption

• Withdraw a Registration or Certification Statement

Prepare Filing Documents

• Observe Data and Process Filing Limits

• Create an HTML Document

• Prepare an EDGAR Filing in Plain Text

• Prepare, Save, and Attach an Organizational Chart

• Save Authenticating Document as a PDF file in Adobe Acrobat OR Reader

• Create an XML Information Table for Form 13F Using Excel

• Understand Automated Conformance Rules for EDGAR Data Fields

• Prepare an Inline XBRL Filing Fee Exhibit

Submit my Filing/Form

• Understand EDGAR Application Programming Interfaces (APIs)
• Create and Manage Filer and User API Tokens
• Know What Form I Should Use
• Attach and Submit a Filing
• Submit Online Forms
• Understand EDGARLink Online Submission Types
• Submit a Correspondence (CORRESP)
• File Form 144 Electronically
• File Schedule 13D, Schedule 13G, and Corresponding Amendments
• Determine the Status of My Filing
• Understand Messages Reported by EDGAR (pending update for EDGAR Next)

Find EDGAR Guidance By

• Filer Type

• Division or Office

• Form