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Creating Your User-Agent

SEC EDGAR requires all API requests to include a User-Agent header identifying your organization. You create this value yourself — it is not issued by the SEC.

1

Format your User-Agent string

Combine your company or application name with a valid admin contact email address, separated by a space.

  • Format: CompanyName email@company.com
  • Example: Acme Corp admin@acme.com
  • The SEC uses this to identify your requests and apply per-caller rate limits (10 req/sec)
  • A missing or generic value (e.g. a shared address) may cause your requests to be throttled or blocked

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • User-Agent
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup

If the account linking is successful, you will see the newly linked account in your Accounts page.