This guide shows you how to add your portfolio’s unique Navexa email address in CommSec so future domestic trade confirmations are sent to Navexa and imported automatically.
Before You Start
Before you set up forwarding, import your past CommSec trades using CSV. This guide only covers future trade confirmations sent by email.
This article applies to standard CommSec domestic accounts for ASX trades. CommSec International is not supported via email forwarding. For international trades, use the CSV import instead.
How It Works
Each Navexa portfolio has its own unique Navexa Link email address. When
CommSec sends contract notes to that address, Navexa reads them and records the matching trades and fees.
Forwarding only captures new contract notes. It does not backfill older trades.
You can monitor delivery and processing in Email Inbox in Navexa.
Adding the Navexa email in CommSec is a two-part setup:
Add the Navexa email to your contact emails.
Enable that email under Trade confirmations for each trading account you want to link.
Step 1 — Find Your Navexa Email
Each Navexa portfolio has its own unique Navexa Link email address, so make sure you’re in the correct portfolio before copying it.
Open the portfolio you want to link.
Go to the Portfolio page.
In the top-right corner near + Add Holdings, click the cog (Portfolio Settings).
Under Navexa Link, copy the email address for that portfolio.
See Finding Your Portfolio’s Unique Email Address for other ways to find it or for step-by-step instructions.
Step 2 — Add It In CommSec
See Commsec's own Help Article: How to update your trade confirmation preferences.
Part A — Add It To Contact Emails
CommSec requires you to add the Navexa email to your contact emails before you can enable it for trade confirmations.
Log in to CommSec.
Go to Settings.
Click View or edit details and complete any security prompts.
Under Contact details, click Edit.
Paste your portfolio’s Navexa email address and save your changes.
Part B — Enable It For Trade Confirmations
After adding the email address, enable it for the trading account you want to link.
In CommSec, go to Portfolio.
Select Accounts and choose the relevant trading account.
Click View or edit account details.
Scroll to Trade confirmations and click Edit.
Tick the Navexa email address so copies are sent there.
Click Save.
If you use more than one CommSec trading account, repeat Part B for each account you want linked.
Step 3 — Check It’s Working
Place your next trade, or wait for your next CommSec contract note.
Then open Email Inbox in Navexa and check the status of the incoming note.
Delivered & Processed means the trade was imported successfully and should now appear in your portfolio.
Delivered but Failed means Navexa received the note but could not process it. Open the item in Email Inbox to see the reason and fix it.
Common Issues
No Email In Inbox
If no contract note appears in Email Inbox, check these first:
Make sure the Navexa email address was copied correctly into CommSec.
Make sure the email is ticked under Trade confirmations for the correct CommSec trading account.
If you use multiple CommSec accounts, repeat Part B for each one.
Wait for a new contract note to be issued, because forwarding only works on future confirmations.
Wrong Portfolio Updated
If the wrong portfolio updated, you probably used the Navexa Link email from a different portfolio.
Go back to the correct portfolio in Navexa, copy that portfolio’s email address again, then update the email saved in CommSec.
Past Trades Are Missing
If older trades are missing, that is expected. Email forwarding does not backfill historical transactions.
Use Import CommSec Trades Into Navexa (CSV) to load your past CommSec trade history.
I Use CommSec International
CommSec International is not supported through contract note forwarding.