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The Form Assistants are useful tools that guide you through the process of creating a particular EDGAR form. When you add a software launcher to your Dashboard, any Form Assistants that are available for that software will also have buttons added to...
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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Section 16 You don't need to create a whole new filing to submit an amendment of your Form 3, Form 4 or Form 5. The software allows you to easily change the form type of a filing from a standard filing to an amendment filing. To create an amendment filing...
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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Section 16 Using the software, you can create the ownership document required for a Section 16 filing and the submission data for the EDGAR form as one document. By presenting both the form data and the ownership data in one place, it will be easier to track a...
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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Form ATS-N Using the software, you can create a Form ATS-N submission file for the following ATS-N forms: ATS-N, ATS-N/CA, ATS-N/MA, ATS-N/OFA, ATS-N/UA, ATS-N-C, and ATS-N-W. All of these forms can be created using the Form ATS-N software. To create a new fi...
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Using the software, you can create a Form N-MFP2 or Form N-MFP2/A submission file using . To create a new filing for a N-MFP2 submission: Add the software launcher to your Dashboard , if you have not already done so. Software can also be accesse...
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Last Updated: 02/25/2019
in General Support There are a number of different software launchers available from the portal. While the operation of each of the launchers is identical, the EDGAR forms available for filing from each software application varies. This is to help filers choose softwa...
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The N-MFP2 software contains a set of functions to import data from an external file into a Form N-MFP2 submission. These tools can be used to import data into Part B of the N-MFP2 submission. The following file formats can be imported into the info...
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The N-MFP2 software contains a set of functions to import data from an external file into a Form N-MFP2 submission. Most frequently, these tools will be used to import data into Part C of the N-MFP2 submission. However, depending on the source of th...
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Last Updated: 02/21/2019
in EDGAR Filing to EDGAR Though the EDGAR forms that can be submitted via the software vary in size and scope, the process for submitting them all is the same. It is highly recommended that you perform a TEST filing prior to any LIVE filings. This will help ensure that your...
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Last Updated: 02/21/2019
in EDGAR Filing to EDGAR Though the EDGAR forms that can be submitted via the software vary in size and scope, the process for submitting them all is the same. It is highly recommended that you perform a TEST filing prior to any LIVE filings. This will help ensure that your...