Refer to the SEDAR+ System Status page for operating hours.
When filing organizations register for a SEDAR+ account, they designate an Authorized Super User (ASU) who will have special permissions to fully control all user accounts for the organization. This is a new functionality being introduced with SEDAR+, giving organizations more flexibility and control over their organization’s use of the system.
Once set up in the system, ASUs can add and manage users, permissions and passwords directly online, bypassing the need to go through the CSA Service Desk. They can also add other ASUs to help manage their user access and permissions for their organization.
Below, you will find a list of first steps ASUs should take when logging into SEDAR+ for the first time, to set up their organization’s account. You can also watch the recording of our learning event, where our subject matter experts provide a demo of the steps ASUs should take when logging into SEDAR+ for the first time.
Steps ASUs should take when logging into SEDAR+ for the first time
1. Gain access to SEDAR+
ASUs of Onboarded organizations: Watch your email for login credentials
The ASU contact provided during pre-launch Onboarding will receive login credentials towards the end of the cutover period. See details in recent emails from the CSA Service Desk.
Please contact the CSA Service Desk if you are a designated ASU and did not receive login credentials within two hours of SEDAR+ going live.
2. Reset your password and complete user account Personal Verification Questions (PVQs)
Once your registration request is approved, you will receive a password reset email from the SEDAR+ system. When you reset your password, you will be asked to complete a list of questions to verify your identity when logging into the system, for security purposes.
3. Set up your organization’s Pre-Authorized Debit (PAD) account
SEDAR+ uses Electronic Funds Transfer (EFT) for all fees. ASUs must set up a single PAD account in SEDAR+ for their organization before a filing with associated fees can be submitted. This single account will be used for payment when filings are submitted, whether an organization is filing for itself or on behalf of their clients. Payments for Report of Exempt Distribution (RED) filings can also be made using credit cards (VISA, Mastercard) and a PAD account is not required for this type of filing.
DOWNLOAD for planning purposes: SEDAR+ Pre-Authorized Debit (PAD) authorization form
READ: Create, View or Maintain a Pre-Authorized Debit (PAD) Account on the SEDAR+ Help Centre
WATCH: Create and Maintain a Pre-Authorized Debit Account on the SEDAR+ Learning Centre
4. Set up other Authorized Super Users or Authorized Users (AUs) for your organization
ASUs must add and manage authorized users, their permissions and their passwords in SEDAR+. They can also add other ASUs to help manage user access and permissions for their organization. Please note, that each user account must be set up individually and must have a unique email address (not already associated with a SEDAR+ user).
READ: User and Organization Setup on the SEDAR+ Help Centre
WATCH: User Access Management courses on the SEDAR+ Learning Centre
5. Request profile authority
SEDAR+ introduces a change in process for filing agents and organizations that use filing agents to submit documents on their behalf.
ASUs of filing organizations that submit documents on behalf of clients must request authority to file against their client’s issuer profile(s). Filing organizations that successfully completed the SEDAR+ pre-launch Onboarding process and need authority for an issuer client that was not included in the Onboarding submissions must also request profile authority.
READ: Profile Authority on the SEDAR+ Help Centre
WATCH: Authority and Profile Management courses on the SEDAR+ Learning Centre
6. Validate and update the profiles over which you have authority
ASUs and AUs that have authority over a profile and the necessary user permissions, can make changes to the profile in SEDAR+.
READ: Maintain a Profile on the SEDAR+ Help Centre
WATCH: Authority and Profile Management courses on the SEDAR+ Learning Centre
7. Ensure you and the users you set up are aware of important information regarding fee payments
SEDAR+ automatically calculates filing, system and late fees, and processes payment when the filing is submitted. All fees must be paid when the filing is submitted, using the organization’s PAD account (Report of Exempt Distribution (RED) filings may be paid via credit card).
Please be aware of the following important information regarding fee payments, and share with other users within your organization, as appropriate:
- The CSA’s new flat-fee model came into effect on June 9, 2023. SEDAR+ separately lists and collects both system and local regulatory fees for the relevant provincial or territorial regulator.
- The new SEDAR+ fee calculator is working correctly 98 per cent of the time. However, there are a few known exceptions where the system is undercharging or overcharging fees. Please refer to SEDAR+ Fee Calculation Errors Workaround for details and temporary solutions.
- Organizations that paid late fees in 2023 on Reports of Exempt Distribution (RED) filings submitted to the Ontario Securities Commission (OSC) through its electronic filing portal must contact the CSA Service Desk to obtain your OSC unique identification number, which must be added to relevant issuer profiles.
READ: Make Payments on the SEDAR+ Help Centre
WATCH: Fee, Payment and Refund Management courses on the SEDAR+ Learning Centre