13F Support

• Edit the form data and the information table in one file with tools to import data from external sources like CSV, Excel or previous filings
• Validate, merge and filter information table entries by CUSIP with additional tools to look up CUSIPs and titles
• Error-check and proof your submission to PDF and HTML
• File securely to the EDGAR System with tools to collect acceptance messages
• Support for 13F-HR, 13F-HR/A, 13F-NT and 13F-NT/A

SC 13G and SC 13D

• Use HTML templates to create the documents for Schedule 13D and Schedule 13G and edit documents in an environment similar to a word processor
• Create EDGAR filings for Forms SC 13D, SC 13D/A, SC 13G and SC 13G/A
• Validate filings for compliance with the EDGAR Filer Manual
• Secure filing tools transmit data directly to the EDGAR System

13H Support

• Edit form data in a simple interface where you simply click on a field to enter information with on-screen highlighting to identify required fields
• Import tools load data from previous EDGAR filings or from CSV files
• Validate filings and exhibit documents for compliance with the EDGAR Filer Manual and for acceptance by the EDGAR System
• File by sending your submission securely to EDGARLink Online
• Support for 13H, 13H-A, 13H-I, 13H-Q, 13H-R and 13H-T

Industry-Leading Customer Service

• Call Monday-Friday, 9-6 Eastern for immediate help from one of our experts
• Partner with a development team that truly listens to and addresses the needs of clients with monthly updates to improve tools, add new features, and correct issues
• Monthly updates with additional updates to correspond to new releases of the EDGAR System
• Emergency 24/7 support offered as a service