Adopted in September 2024, EDGAR Next enhances the security and transparency of the SEC’s EDGAR system and improves filers’ ability to access and manage accounts. EDGAR Next applies to all registrants who electronically submit filings on the EDGAR system. This includes issuers and filing agents as well as individuals, such as officers and directors subject to the requirements of Section 16 of the Securities Exchange Act.

To prepare for the transition, you should:

• Create your individual Login.gov account and enroll in multifactor authentication through Login.gov.
• Familiarize yourself with the new EDGAR Filer Management Portal.
• Ensure your CIK(s) are enrolled in EDGAR Next.
• Invite other users to manage and/or file for your enrolled CIKs, if applicable.
• If you’re using an agent to file, delegate permission to file to the agent.
• If you’re enrolling as an agent, ensure delegations have been received from your clients/customers.
• Create and manage API tokens to file through third-party software, if applicable.

Note that the necessary steps to register for EDGAR Next and enroll registered entities (CIKs) may vary depending on if you’re filing for yourself or on behalf of other registered entities. 

Novaworks’ staff has prepared a series of informative webinars and helpful fact sheets that thoroughly explore the changes and requirements that are coming with EDGAR Next. These resources are free to access on our EDGAR Next webpage.

Filing entities are strongly encouraged to submit pending filings prior to the September 15th requirement to ensure the transition doesn’t cause any undue hardship when submitting filings that are due on or around September 15th. We also strongly recommend filers test file and live file early, if possible, during this transition. The following dates are peak filing deadlines:

Please plan accordingly. If you have questions or need help with EDGAR Next, contact support at support@novaworks.com or by calling 585-424-1700.

GoFiler is already EDGAR Next compatible. For more information about how GoFiler can make your transition seamless, please contact sales@novaworks.com.