Transition to EDGAR Next—What You Need to Know

As a result of amendments adopted by the SEC in 2024, the SEC’s EDGAR electronic filing system is being replaced with a new “EDGAR Next” dashboard. All existing SEC filers will need to transition to EDGAR Next before September 15, 2025. New filers are already required to use and comply with EDGAR Next.

On September 27, 2024, the U.S. Securities and Exchange Commission (“SEC”) adopted amendments intended to improve the security of its Electronic Data Gathering, Analysis and Retrieval (“EDGAR”) system, enhance account access protocols, and expand filers’ ability to manage their EDGAR accounts. “EDGAR Next” impacts public companies, private companies, investment funds, individuals, and service providers that assist with your SEC filings such as filing agents and law firms. An outline of the “EDGAR Next” amendments is available here. The SEC has published a condensed fact sheet and several FAQs about EDGAR Next, among other resources available on their website.

What You Need to Know

• March 24, 2025: EDGAR Next became default system for new filers.
• March 24, 2025 through September 12, 2025: Existing filers transition to EDGAR Next using current access credentials (passphrase and CCC). Enroll in EDGAR Next to avoid interruption in filing.

More for New Filers

The SEC has issued a revised Form ID, which is the application any new SEC filer needs to submit to receive access to the EDGAR system. New filers will also need to authorize account administrators, assign users, and if applicable, appoint delegated entities and technical administrators. The application now requires submission of a notarized power of attorney. The SEC has advised all new filers to account for extended application processing times during the system transition period. We recommend planning for at least 2-4 business days for processing of any new applications and starting the process early to avoid any late filings.

More for Existing Filers

We encourage existing filers to reach out to your Stoel contact well in advance of the September 15, 2025 deadline to ensure a smooth and uninterrupted transition to the EDGAR Next dashboard. This process will include:

• Ensuring each filer has their own EDGAR Next account and all individuals who require access to a filer’s EDGAR Next account have Login.gov credentials;
• Authorizing account administrators and assigning users (and may include appointing delegated entities and technical administrators);
• Coordinating with the company’s officers and directors, including cross-company coordination where officers and directors may be filers for multiple entities; and
• Confirming account information is accurate and up to date.