How to Sign Up for EDGAR Next and Delegate Filing Authority

To get started with EDGAR Next, first create your own Login.gov credentials through the SEC’s EDGAR Filer Management website. Then determine how you will be authorized for the filer: an account administrator can invite you to an existing EDGAR account, or the filer may need to submit Form ID to obtain or recover EDGAR access. If the filer uses a filing agent, an account administrator can separately delegate filing authority to the agent’s EDGAR account.

Those are three different actions. Creating a Login.gov account does not create a filer account, assign an EDGAR role, or authorize a filing agent.

Important: The Old EDGAR Next Enrollment Period Has Closed

The transition enrollment period for existing EDGAR filers is over. Current SEC guidance says a filer must now either:

• Already have an EDGAR Next account; or
• Have an application for EDGAR access on Form ID granted by SEC staff on or after March 24, 2025.

If a filer does not currently have access, the filer should use the EDGAR Filer Management dashboard to submit Form ID. Do not rely on instructions written for the former enrollment process.

Understand the Three Layers of EDGAR Access

Before beginning, distinguish among these three layers:

1. Individual credentials: Your personal Login.gov credentials identify you when you access EDGAR. They are not shared credentials.
2. Filer account and role: The filer’s EDGAR account is identified by its Central Index Key, or CIK. An individual must have an appropriate role for that filer, such as account administrator or user.
3. Delegation: A filer may authorize another EDGAR account—such as a filing agent, law firm, or broker-dealer—to submit filings on its behalf.

A person can have Login.gov credentials without being authorized for any filer. Likewise, a filer can have an active EDGAR account without having delegated filing authority to an outside service provider.

Step 1: Create Your Individual Login.gov Credentials

The SEC directs individuals to begin through the EDGAR Filer Management website rather than creating disconnected credentials elsewhere.

1. Go to the SEC’s EDGAR Filer Management website.
2. Select Sign in with Login.gov.
3. On the Login.gov page, select Create an account.
4. Enter an individual email address, create a password, and select a multifactor authentication method.
5. After creating the credentials, select Agree and continue to return to EDGAR Filer Management.
6. Sign in and complete multifactor authentication.

Use an email address that you intend to use for EDGAR work. The SEC says it must be an individual address, not a shared group mailbox. The address will identify you in EDGAR, receive notifications, and be visible to other authorized people on the EDGAR Filer Management dashboard.

Use the same email address for Login.gov that is supplied on Form ID or to the filer’s account administrator. Consider using a dedicated business address rather than a personal address because of the dashboard visibility.

Never share your Login.gov password or multifactor authentication method. Login.gov credentials identify the individual taking action and must not be shared.

Step 2: Obtain Access to the Filer’s EDGAR Account

Creating Login.gov credentials only gets you to the EDGAR Filer Management dashboard. What happens next depends on the filer’s current status.

Path A: The Filer Already Has Active EDGAR Next Access

If the filer already has an active EDGAR Next account, one of its account administrators can invite you to an appropriate role. The filer should choose the least-privileged role that supports the work you will actually perform.

Common roles include:

• Account administrator: Manages the filer’s account and authorized individuals, performs annual confirmation, delegates authority to other EDGAR accounts, and can submit filings.
• User: Can submit filings for the filer but cannot manage the filer’s account or delegations.
• Technical administrator: Manages filer API tokens. This role is relevant to optional API connections and does not itself authorize the person to submit filings.

The invited individual uses their own Login.gov credentials to accept the invitation. A Login.gov account should never be reused by multiple employees.

The SEC generally requires a filer to maintain at least two account administrators. An individual filer or a qualifying single-member company must maintain at least one.

Path B: The Filer Needs New or Restored EDGAR Access

If the filer has no EDGAR access, needs a new CIK, or lost access to an existing CIK, it must generally apply on Form ID through EDGAR Filer Management.

A high-level Form ID process is:

1. Sign in to EDGAR Filer Management with your own Login.gov credentials.
2. Open Apply for EDGAR Access.
3. Select the application type that matches the filer’s situation, including whether the filer needs a new EDGAR account or access to an existing CIK.
4. Complete Form ID accurately and identify the proposed account administrator or administrators.
5. Print the completed Form ID.
6. Have an authorized individual sign it and obtain the required notarization.
7. Upload the signed and notarized Form ID authenticating document as a PDF.
8. Submit the application and monitor email and dashboard notifications for the SEC staff decision or a request for more information.

Applications involving an existing CIK may require a cover letter or supporting documents. Certain outside account-administrator arrangements may also require a power of attorney. Review the current Form ID instructions and EDGAR Filer Manual for the filer’s exact situation.

An accession number confirms receipt of Form ID; it does not mean the application has been granted. SEC staff review is neither automatic nor assured and may take several business days, so do not wait until a filing deadline to apply.

If the application is granted, the account administrators named on Form ID will receive EDGAR notifications. If it was a new filer, the notice will also provide the new CIK.

Step 3: Set Up the Filer’s Account

Once access is active, an account administrator should review the filer’s dashboard and establish only the roles and relationships the filer needs.

A practical setup checklist is:

• Confirm the filer’s name, contact details, and CIK;
• Confirm the required number of account administrators;
• Invite any users who will make submissions directly;
• Add technical administrators only if the filer will use optional EDGAR APIs;
• Establish delegation only for an organization with an existing filing agreement;
• Record the filer’s annual-confirmation due date; and
• Remove individuals or organizations promptly when their authority ends.

EDGAR Next account setup does not change the filer’s disclosure obligations, filing requirements, or filing deadlines.

How to Delegate EDGAR Filing Authority

Delegation allows a filer to authorize another EDGAR account to make filings on its behalf. The receiving account may belong to a filing agent, law firm, broker-dealer, or another authorized entity.

Delegation is made from one EDGAR account/CIK to another EDGAR account/CIK. It is not accomplished by sharing a password, multifactor authentication code, or another person’s Login.gov credentials.

The SEC cautions filers to delegate only to an EDGAR account with which the filer has an existing agreement to file on its behalf.

Before You Delegate

Obtain the exact legal name and CIK of the filing agent or other delegated entity directly from that organization. Similar names may appear in EDGAR, so confirm the displayed name, CIK, address, and state of incorporation before proceeding.

Do not select an account based only on a name search. A delegation gives that EDGAR account the ability to submit filings for the filer after the invitation is accepted.

Filer-Initiated Delegation: Step by Step

An account administrator for the filer can initiate delegation as follows:

1. Sign in to EDGAR Filer Management with individual Login.gov credentials and multifactor authentication.
2. Select My Accounts.
3. Select the filer that will grant filing authority.
4. Select Manage Delegations and User Groups.
5. Select Add Delegation.
6. Enter the CIK or name of the EDGAR account that will receive filing authority.
7. Verify that the displayed account is the correct organization and CIK.
8. Select Delegate, then Yes, Delegate.
9. Confirm that EDGAR reports the delegation invitation was sent successfully.

EDGAR sends the invitation to the account administrators of the proposed delegated entity. The delegation becomes active after an account administrator for that entity accepts it. Until acceptance, treat the relationship as pending rather than active.

After acceptance, verify that the filer’s dashboard shows the correct delegated entity and an active delegation before relying on that organization to submit a filing.

Can a Filing Agent Request Delegation?

Yes. An account administrator for a filing agent or other EDGAR account can request authority from a filer with which it already has a filing agreement. The filer must permit delegation requests in its delegation preferences and an account administrator for the filer must review and accept the request. The delegated entity must also complete the acceptance process before the relationship becomes active.

A filer should not enable broad delegation preferences merely for convenience. Review each request against the filer’s existing service relationships and verify the exact CIK.

Can Delegation Be Cancelled?

Yes. The filer may terminate a delegation from the EDGAR Filer Management dashboard. The SEC’s guidance says the delegated entity does not need to accept the cancellation for it to take effect.

Review delegations during the filer’s annual-confirmation process and cancel authority that is no longer needed.

What Delegation Does—and Does Not—Do

An active delegation allows the delegated EDGAR account to make filings for the filer through authorized delegated administrators or delegated users.

Delegation does not:

• Transfer the filer’s legal or compliance responsibilities;
• Change filing deadlines or form requirements;
• Replace any separate agreement with the filing agent;
• Authorize password or multifactor-code sharing;
• Mean the SEC has reviewed or approved the filing agent; or
• Eliminate the filer’s annual EDGAR account-confirmation obligation.

The filer remains responsible for deciding who is authorized and for maintaining accurate account information.

EDGAR Next Signup and Delegation Checklist

Before treating setup as complete, verify all of the following:

• Each person has their own Login.gov credentials and multifactor authentication;
• Each Login.gov email matches the email supplied to EDGAR;
• The filer has active EDGAR access under the correct CIK;
• Required account administrators are active;
• Users and technical administrators have only the roles they need;
• The delegated entity’s exact name and CIK were independently confirmed;
• The delegation shows as active, not pending;
• No passwords, MFA codes, or personal Login.gov credentials were shared;
• The filer’s annual-confirmation due date is recorded; and
• Filing deadlines are tracked separately from account setup.

Frequently Asked Questions

Does creating a Login.gov account give me EDGAR filing authority?

No. Login.gov identifies you as an individual. You must also be assigned a relevant role for the filer or act through a properly delegated EDGAR account.

Do existing filers still “enroll” in EDGAR Next?

No. The transition enrollment period has closed. A filer without current access must use the current Form ID process described by the SEC.

Does an existing filer need a new CIK?

Not necessarily. A filer seeking to restore access to an existing EDGAR account generally applies using Form ID for the existing CIK. The filer should not create a duplicate account merely because access was lost.

Can a filing agent set up the filer’s Login.gov credentials?

Login.gov credentials belong to the individual who creates them and must not be shared. A filing agent may assist with process information, but the individual must control their own credentials and multifactor authentication.

Who can delegate filing authority?

An account administrator for the filer can grant delegation through EDGAR Filer Management. A filing agent may request delegation, but the filer’s account administrator must approve it through the SEC workflow.

Is delegation the same as adding a user?

No. Adding a user authorizes an individual for the filer’s own EDGAR account. Delegation authorizes a separate EDGAR account/CIK—such as a filing agent’s account—to file for the filer.

Does delegation authorize every employee of a filing agent?

No. EDGAR Next uses delegated-administrator and delegated-user roles. The delegated entity controls which authorized people can act for the delegating filer under its account structure.

What should we do after delegation is active?

Record the delegated entity and activation date, confirm the people responsible for the filing workflow, and review the relationship during annual confirmation. See File13F’s EDGAR annual confirmation guide for the related yearly review process.

Keep Account Setup Separate From Filing Preparation

EDGAR access and delegation are prerequisites for many filing workflows, but they do not prepare or validate a Form 13F filing. Confirm account authority early, then handle holdings-data preparation, validation, review, authorization, submission, and filing confirmation as separate controlled steps.

File13F provides outsourced Form 13F preparation and filing support for investment managers. If your account setup is underway and your firm needs help organizing its Form 13F process, contact File13F to discuss the filing workflow. Before attempting to delegate to File13F or any other filing agent, obtain the organization’s exact EDGAR account name and CIK directly from that organization.

Sources

• U.S. Securities and Exchange Commission, Obtain Login.gov Individual Account Credentials, last reviewed or updated December 22, 2025. https://www.sec.gov/submit-filings/filer-support-resources/how-do-i-guides/obtain-logingov-individual-account-credentials
• U.S. Securities and Exchange Commission, EDGAR Next Frequently Asked Questions, last reviewed or updated December 22, 2025. https://www.sec.gov/submit-filings/improving-edgar/edgar-next-improving-filer-access-account-management/edgar-next-frequently-asked-questions
• U.S. Securities and Exchange Commission, Understand EDGAR Next Roles. https://www.sec.gov/submit-filings/filer-support-resources/how-do-i-guides/understand-edgar-next-roles
• U.S. Securities and Exchange Commission, Understand and Manage Delegation. https://www.sec.gov/submit-filings/filer-support-resources/how-do-i-guides/understand-manage-delegation
• U.S. Securities and Exchange Commission, Prepare and Submit My Form ID Application for EDGAR Access. https://www.sec.gov/submit-filings/filer-support-resources/how-do-i-guides/prepare-submit-my-form-id-application
• U.S. Securities and Exchange Commission, EDGAR Filer Manual, Volume I, Version 43, effective March 16, 2026. https://www.sec.gov/files/edgar/filer-information/edgarfm-vol1-v43.pdf

*Sources accessed September 19, 2026.*

Important Notice

This article is provided for general informational purposes only. It is not legal, compliance, or investment advice. EDGAR procedures and SEC requirements may change. Review the current instructions on SEC.gov and consult qualified legal or compliance professionals about your firm’s specific obligations. File13F content is not reviewed or approved by the SEC.