Important notes and required actions
All filers
Gain clarity on the new regulations and receive essential insights from our experts on the EDGAR Next rollout in the latest 30-minute webinar, "EDGAR Next: Path to compliance."
Filers who have not completed enrollment by September 12, 2025, will be restricted from making submissions or performing other actions within EDGAR, apart from enrolling. If you haven't started the enrollment process yet, now is the perfect time to begin. Avoid last-minute rushes and uninterrupted access by acting promptly.
The legacy filing process will remain accessible from March 24, 2025, through September 12, 2025. During this transitional period, you can continue filing as usual while simultaneously enrolling on the new dashboard. This overlap provides a buffer to familiarize yourself with the new system without disrupting your filing activities.
Even after the compliance date of September 12, 2025, filers will have an additional three-month window to enroll on the dashboard.If you haven’t made the transition yet, use this extended period to complete your enrollment and compliance. This added time is an opportunity to smoothly transition without impacting your submission capabilities.
Corporate issuer filers
EDGAR Next:Navigating Enrollment– On-demand
Secure a clear view of the enrollment process and position yourself for the next steps in EDGAR Next compliance.
XBRL US Countdown to EDGAR NEXT Enrollment! - March 5, 2025
Panel discussion including Broadridge's Nikkyann Berteau
Fund / investment manager filers
2025 Season Preview with ProxyDisclosure® - March 13th, 2025
Join our ProxyDisclosure® team to gain expert insights on upcoming regulatory changes, enhancements, and user-focused improvements designed to elevate your filing experience ahead of the 2025 proxy season.
EDGAR Next Latest Updates
Our recent EDGAR Next webinar, available on-demand, provides you with step-by-step instructions and tools to navigate your enrollment process. Additional support is also available from a trusted team that can offer a variety of solutions tailored to your needs.
Request more information around our enrollment services and let’s take the next step together towards EDGAR Next compliance!
Learn more about our web-based platform, Transform, to help you handle EDGAR Next and all of your disclosure filing needs.
EDGAR®, EDGAR Next®, and SEC® are trademarks of the U.S. Securities and Exchange Commission. Broadridge’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
EDGAR Next transition milestones:
Helping you prepare for these critical dates to facilitate a smooth transition.
During this period, SEC filers are encouraged to begin testing and updating their internal software systems. This important preparation phase is your opportunity to align with the EDGAR Next Adopting Beta environment. Starting early is crucial to ensure a seamless transition and avoid potential disruptions.
On this date, the new EDGAR Filer Management website will go live. This platform features a dashboard that existing filers can easily enroll. Once enrolled, filers have the option to connect to new APIs while continuing to use the legacy EDGAR filing process. The legacy system will remain operational during this transition period, offering you the flexibility to adopt at your own pace.
On this pivotal date, all EDGAR systems will require Login.gov individual account credentials and dashboard authorization for submissions. This is the ultimate deadline—be sure to mark your calendars. To ensure continued seamless operation, make certain you are fully enrolled and compliant well before this date.
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