The Securities and Exchange Commission (SEC) published the final EDGAR Next rule, EDGAR Filer Access and Account Management.
The rule explains the new requirements and also notes a beta site that is planned to aid in the transition. The beta software environment will open starting September 30, 2024, for filer testing and feedback reflecting the adopted rule and form amendments and the related technical changes. The beta includes a new EDGAR Filer Management website, a secure dashboard, and beta versions of all 15 optional APIs. Commission staff will offer filers open-source code to assist in constructing their connections to the APIs, as well as an overview of the APIs and technical specifications. Filers planning to connect to the optional APIs may develop API connections and adjust their filing applications. Individuals that filers intend to authorize to act on their behalf should obtain Login.gov individual account credentials, which will be needed for beta testing, enrollment, and compliance. Additionally, filers should gather all necessary EDGAR access codes and determine whom to authorize as account administrators in order to enroll in EDGAR Next. The beta will remain open until at least December 19, 2025.
The rule and form amendments will become effective March 24, 2025. The compliance date for amended Form ID is March 24, 2025, and the compliance date for all other rule and form amendments is September 15, 2025.
Access the rule and fact sheet.
