EdgeLink has multiple tools that make sharing information quick and easy. The types of information that pass through EdgeLink from your Issuers is:

  • CMV info
  • Transactional data¬†
  • Documents
  • Issuer information (company name, address, etc.)
  • Offering information (name, PPU, etc)
  • Offering Documents

You are also able to send data to your Issuer:

  • Transactional data
  • Documents


You have three tabs within your EdgeLink module. 

The first is the Dashboard - This shows your Activity Log, any CMV updates form your Issuer, any Offering updates, and any Issuer updates.

The second tab is the Pending Transactions tab - this shows all Transactions coming in from Issuers for review as well as your Activity log.

The third tab is your EdgeLink tab. This shows all of your EdgeLink transactions as well as gives you the ability to initiate a new connection. You are able to disconnect a connection at anytime.

*please note your EdgeLink number on the top right hand corner of the EdgeLink tab*

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