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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Section 16 Section 16 filings require ownership information in a structured data format called XML. For the ease of use, the software combines the ownership information with the EDGAR submission data.
You can still add your own ownership document to the subm...
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Last Updated: 02/25/2019
in Account Management An account becomes locked when there are outstanding charges against the account. This can occur if you perform a filing and the credit card on file has expired or otherwise become invalid. If your account is locked, you will not be able to use the...
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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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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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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Section 16 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: 10/12/2018
in General Support When you create an account on the portal, you can optionally set which EDGAR form types you file. Doing so will add the appropriate software launcher(s) to your Dashboard. Different form families use different software to file, so you may wish to ad...
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Last Updated: 09/30/2019
in EDGAR Filing to EDGAR Section 16 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: 09/30/2019
in EDGAR Filing to EDGAR Section 16 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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