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Last Updated: 09/13/2016
in Libraries Reporting Owner New reporting owner entries can be added to the library using the Add Reporting Owner button.
To Add a Reporting Owner:
Click on the Add Reporting Owner button located in the top right corner of the Reporting Owner Library pa...
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Last Updated: 03/02/2016
in Software Installation The software will be installed in your Windows user area to ensure that you will always have the appropriate Windows permission level to use the software. To check your installation, you may be interested in locating the software installation direct...
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Last Updated: 11/07/2018
in EDGAR Filing to EDGAR 13F Forms The 13F software contains a set of functions to import data from an external file into a Form 13F-HR submission. Most frequently, these tools will be used to import data into the information table of the 13F-HR submission. However, depending on the ...
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If the Launcher application encounters an error when attempting to launch the software, you will typically be supplied with an error message that contains an error code. The error code will help you decipher the problem that was encountered and take...
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Last Updated: 09/13/2016
in Libraries CIK Multiple CIK or filer entries can be added to the library from a Comma-Separated Values (or CSV) file. CSV files are a common method of importing and exporting data from databases or spreadsheets. If you currently store CIK information in a spreadsh...
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Last Updated: 03/03/2016
in General Support There are certain web browsers that are too far out of date or that are not supported by their original developers, which are not compatible with the tools and functions available on . If you find that a tool doesn’t appear to be functional or...
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Last Updated: 03/23/2017
in Billing In order to have full access to all of the features of the website and the software, you will need to select a payment plan. While the majority of features and content are available for free, there are a few features that require payment such as: ...
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Last Updated: 03/24/2017
in EDGAR Filing to EDGAR If your EDGAR filing requires an exhibit attachment, you can add any file from your local computer or network or from your Virtual File Cloud (VFC) to your submission. Depending on the file type, you may be able to view or edit the file within the s...
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Last Updated: 03/15/2016
in Billing You may want to print a record of all your purchases. Depending on your payment method and on the number of filings you submit, you may have a number of invoices or just a few. In either case, tools are provided to allow you to print both paid recei...
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Last Updated: 10/06/2016
in Billing Depending on the payment method you select, you may be required to provide credit card information prior to using any billable functions within the software. Billable functions include, but may not be limited to, submitting LIVE filings to EDGAR.
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