Use an iCloud Mail rule to forward new broker contract notes to Navexa only when the rule can identify contract notes alone. If you cannot isolate those messages safely, forward individual contract notes manually instead.
Forward contract notes only. Never forward broker login emails, password-reset emails or security codes to Navexa. Do not forward all your mail or all emails from a broker. A broker may use the same sender address for contract notes and security messages.
Before you start
Use Mail on iCloud.com for this setup.
Rules created on iCloud.com run at the iCloud level, without needing the Mail app on your Mac to stay open.
Apple also notes that new or changed rules can take up to 15 minutes to apply. If you use the Mail app on your Mac instead, automatic forwarding only works while the app is open. (Apple Support)
Before you create the rule, make sure you have:
Your portfolio’s Navexa Link email address
Access to your iCloud Mail account
A recent original contract note email and confirmation from your broker that its exact sender address is used only for contract notes
Each portfolio has its own unique Navexa Link email address, so make sure you copy the address from the correct portfolio. (See Finding Your Portfolio’s Unique Email Address).
Do not enable Mail Forwarding for your whole iCloud mailbox. Use a rule only if its condition identifies contract notes alone.
Create a rule for a contract-note-only sender
Check the sender before creating this rule. Use this sender-based setup only after your broker confirms that the address is used exclusively for contract notes. Finding the address on one contract note is not enough. If it also sends login, password-reset, security-code or general emails, or you are unsure, use manual forwarding or a separate contract-note delivery setting offered by your broker.
Open iCloud Mail and sign in on Apple’s website.
Select Settings in the Mail sidebar.
Select Rules, then the Add button to create a rule.
Give the rule a clear name, such as Navexa contract notes.
Under Message, choose is from and enter the full sender address your broker has confirmed is used only for contract notes. Do not use a whole broker domain or a general support address.
Under Action, choose Forward to.
Enter the Navexa Link email address for the destination portfolio.
Recheck that the sender is dedicated to contract notes and the destination is the correct portfolio, then select Add.
Apple’s iCloud Mail rules guide explains the rule controls. Do not create separate sender and subject forwarding rules expecting them to work together; each rule may forward a message independently. If the available condition cannot isolate contract notes, do not automate forwarding.
Check the contract-note sender
Copy the full sender address from an original contract note, then confirm with the broker that it is used only for those documents. A general address such as support, notifications or no-reply may also send other mail. Do not assume a sender is safe because it appears in another forwarding guide.
Step 3: Test the setup
Allow up to 15 minutes for the new rule to apply.
When the next original contract note arrives, check that it is forwarded to the correct Navexa Link address.
Check Navexa to confirm that the trade is imported into the intended portfolio.
If any message other than a contract note is forwarded, delete the rule and use manual forwarding until the condition can be corrected. Never forward a login email, password-reset email or security code as a test.
If it is not working
If a contract note is not forwarded, check the rule without broadening it to other broker messages.
Check the sender address
Use the exact sender address confirmed by your broker as contract-note-only. If that address also sends other messages, delete the sender-based forwarding rule and use manual forwarding or a dedicated contract-note recipient setting.
Check you used the right Navexa Link email
Each portfolio has its own Navexa Link email.
If the trades are going into the wrong portfolio, you likely used the wrong forwarding address.
See Finding Your Portfolio’s Unique Email Address.
Check your rule order
If you have multiple iCloud Mail rules, Apple applies them in the order shown in your rules list.
Move the broker forwarding rule higher if another rule is affecting those emails first. (Apple Support)
Check for a separate contract-note recipient setting
If your broker provides a recipient setting specifically for contract notes, you can add your portfolio’s Navexa Link address there. Use it only for contract-note delivery. Do not add the address as a general secondary email, login email, recovery email or security email.
Import older trades another way
This setup is best for new contract notes going forward.
If you need to bring in older trades, use a CSV import or broker-specific import flow where available.