10/14/2024 | Press release | Distributed by Public on 10/15/2024 14:06
The way SEC filers log in to EDGAR® is getting a makeover.
It's been years since the Electronic Data Gathering, Analysis, and Retrieval System (EDGAR) last had a major upgrade to login and password protocols.
Workiva is here to help customers navigate the change. Beginning March 24, 2025, SEC filers can start enrolling on the new SEC Filer Management website. That is something everyone will need to do before September 15, 2025, to set up their EDGAR Next accounts, add users, and submit filings to EDGAR-as well as delegate to filing agents like Workiva. This applies to all SEC filers, so not just operating companies but also foreign private issuers (FPI), funds, and Section 16 and Form 144 reporting owners, for example. It's also something to note if you are a private company planning to file a registration statement for an initial public offering or other capital markets transaction in the next several months.
Here's what to know-and more importantly, what to do-between now and then, with links to more details for Workiva customers.
Think of EDGAR Next as the collective changes the SEC is adopting under rules to make the process of submitting filings more secure, modernize the APIs that SEC filing vendors like Workiva use to connect you to EDGAR, and help control who can submit filings.
Today, you and your filing agents might share one EDGAR login credential with everyone at your company (like how you may share streaming app logins and passwords). With EDGAR Next, individuals filing to EDGAR will use their own logins and an EDGAR Next user token.
As of late September 2024, SEC filing agents like Workiva and individual filers have been able to access a beta software environment to test and offer feedback on the new EDGAR Filer Management website, dashboard, and beta versions of optional APIs for connecting to EDGAR. The SEC will use the feedback to fine-tune what your actual experience will eventually be like to file, either on your own or with a filing agent.
For now, keep in mind these dates:
If SEC filers haven't enrolled as of Monday, December 22, 2025, they will need to submit a new Form ID registration to request access before being able to file.
While you must enroll by September 15, 2025, we encourage you to complete enrollment as soon as possible.
The time between March 24 and September 15, 2025, is a transition period when filers can submit using EDGAR Next or the old way with a password. After September 15, 2025, you will have to file via the EDGAR Next system.
Workiva has been working hard behind the scenes to make it easy for you to file to EDGAR no matter what.
For answers to questions the Workiva team has received from our customers, check out the Workiva Community. There you will find:
Any financial reporting professional can join the SEC Professionals Group to talk to other SEC filers about how they are handling EDGAR Next.
EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Workiva Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.