Account Balance on EDGAR

To check your current account balance with the SEC and recent account activity, or to request a refund of unused funds, use the steps below. For additional detail, see Account Balance and Activity.

Credentials Required

These processes require:

Login to the EDGAR website

To perform any of these functions:

  1. Visit the EDGAR website https://www.edgarfiling.sec.gov/.
  2. Log in using your CIK and password.
  3. In the left panel, click Retrieve/Edit Data.

  4. Enter your CIK and CCC, then click Continue.

  5. Follow the steps below for the desired function.

Checking Current Balance

To check your current account balance with the SEC:

  1. Click Retrieve Balance Information.

  2. Your current account balance, along with the amount and date of your last deposit, are displayed. This may take up to 24 hours to update.

View Account Activity

To check your monthly account activity with the SEC for the previous twelve months:

  1. Click View Account Activity Statement.

  2. Select a statement period from the dropdown menu, then click Submit Request.

Request Refund

To request a refund of unused funds from the SEC:

  1. Click Return of Unused Funds.

  2. Follow the instructions on Request a Refund.

Availability

The EDGAR site is only available during EDGAR Hours of Operation.