The SEC transitioned to a new system, EDGAR Next, which modernized how companies submit filings and manage their EDGAR accounts. This update introduced an API-driven process, replacing outdated methods for authorizing users, filers, and handling submissions more efficiently.
What’s Changing and Why It Matters
The new EDGAR Next system requires clients and agents to manage tokens and delegation relationships. Unlike the old system, clients must now create tokens and assign permissions when delegating their filing tasks. Our goal is to help you smoothly transition to this new process, whether you file on your own or have RDG Filings do it for you.
RDG’s Guide to EDGAR Next DIY Enrollment
Read about RDG’s Full-Service EDGAR Next Enrollment Services
Key Terms to Know
Filing Agent: A company that submits filings for others.
FAA (Filing Agent Administrator): A person managing filings on behalf of a Filing Agent.
Client: A company or entity that submits a filing.
Self-file: When a client submits their own document to the SEC.
Delegated Filing: When a client gives a Filing Agent permission to file on their behalf using the agent’s credentials.
Filing Token, User Token: Special codes needed to submit a filing. The client must use their own token unless they have delegated the task to a Filing Agent.
Learn More about EDGAR Next
- RDG‘s EDGAR Next Client Education Webinar (VIDEO) (Duration: 1 hour 56 seconds)
- RDG‘s EDGAR Next Client Education Webinar (PDF)
SEC Resources
- EDGAR Next Filer Management
- EDGAR Next Final Rule
- EDGAR Next Improvements and Info
- Obtaining individual account credentials (VIDEO – Duration: 3 mins)
- Overview of EDGAR Filer Management dashboard (VIDEO – Duration: 4 mins)
- Overview of account administrator role (VIDEO – Duration: 6 mins)
- Enrolling in EDGAR Next (VIDEO – Duration: 9 mins)
- Applying for EDGAR access (VIDEO – Duration: 7 mins)
Important Dates
March 24, 2025
Enrollment opens
March 24, 2025 – September 12, 2025
Enrollment period
To avoid interruptions in the ability to file, filers should enroll during this period, no later than September 12, 2025.
September 15, 2025
Last day of open enrollment
After this date, compliance with EDGAR Next is required to file on the EDGAR System. Filers that have not enrolled or been granted access via Form ID on or after March 24, 2025, will be unable to file on EDGAR until they enroll.
December 19, 2025
Enrollment closes at 10:00 pm ET
After December 19, 2025, filers that have not enrolled (or been granted access after submitting amended Form ID on or after March 24, 2025) will not be able to file on EDGAR or otherwise access their accounts unless they submit a Form ID application for EDGAR access that is granted by SEC staff.