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File your Form D and other documents at the SEC.

What Is EDGAR?

EDGAR (Electronic Data Gathering, Analysis, and Retrieval) is the SEC’s online system for submitting required filings. It ensures transparency and compliance for companies offering securities, whether public or private.


EDGAR is used to file:

  • Form D (for Regulation D offerings)
  • Form ID (to obtain EDGAR access)
  • Financial reports (10-K, 10-Q, 8-K)
  • Registration statements (S-1, S-3)
  • Insider ownership forms (Forms 3, 4, 5)



Step 1: Get Access to EDGAR

To file anything on EDGAR, you need to submit Form ID and receive your CIK (Central Index Key) and access codes.


• Form ID Submission: 

  • Purpose: Request access to EDGAR
  • Deadline: Submit well before your first filing
  • Instructions: Prepare and Submit Form ID 


• EDGAR Filer Management Portal: 

  • Submit Form ID and manage your account: EDGAR Filer Management



Step 2: Enroll in EDGAR Next

As of September 15, 2025, all filers must comply with EDGAR Next, which requires:

  • Login.gov credentials
  • Multifactor authentication
  • Role-based permissions


>> Enroll in EDGAR Next



Step 3: File Form D

Form D is required for companies relying on Regulation D exemptions to notify the SEC of their offering.


• Filing Instructions

  • File within 15 days of the first sale
  • Use the EDGAR Online Forms portal
  • Prepare using the paper version of Form D


• File Form D Online

  • EDGAR Online Forms Login 


• Form D Filing Guide

  • SEC’s Form D Instructions



Step 4: File State Blue Sky Notices

 Even if exempt federally, you may need to file Form D with each state where securities are sold.


• NASAA Blue Sky Filing Info 



Helpful Resources

  • EDGAR Filer Manual 
  • EDGAR Guidance by Filer Type
  • EDGAR Filing Portal 


Need Help?

  • SEC Filer Support: (202) 551-8900 (Option 4)
  • Hours: 9:00 AM – 5:30 PM ET, Monday–Friday

401 E. Jackson St., Suite 2340 • Tampa, FL 33602 • (813) 736-2422


Open Monday through Friday, 9:00am - 5:00pm, EST.


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