Apple Mail App on Mac: Automatically Forward Your Trade Confirmation Notes by Email.

This setup helps you automatically forward broker contract notes from the Mail app on your Mac to your portfolio’s unique Navexa Link email so new trades can be imported into Navexa without forwarding each one manually.

Use this article if your broker emails arrive in the Mail app on your Mac.

Apple Mail can automatically forward emails using rules, but Apple says this only works when Mail is open. If the Mail app is closed, the rule will not run. (Apple Support)

Before you create the rule, make sure you have:

Each portfolio has its own unique Navexa Link email, so make sure you copy the address from the correct portfolio. In Navexa, go to the Portfolio Selector, choose the portfolio, click Settings, then look for Navexa Link.

For help finding that email, see Finding Your Portfolio’s Unique Email Address.

Apple’s Mail guide confirms you can create rules in Mail > Settings > Rules, choose conditions, and choose actions such as forwarding. Apple also notes that rules are applied in the order shown in the rules list. (Apple Support)

Use a name that makes the rule easy to recognise later.

Examples:

In most cases, use:

This keeps the rule focused on broker emails only, not all your mail. That matches Navexa’s existing forwarding setup guidance across email providers.

Use:

Use the exact sender address from a recent contract note email where possible.

Examples already used in Navexa support content include:

If your broker is not listed here, open a recent contract note email and copy the sender address from that email into the rule.

Navexa’s automated importing flow is based on forwarding trade confirmation emails with the contract note attached to your portfolio’s unique email address, and existing support guidance says trades typically appear within about 5 minutes after receipt.

Apple Mail rules only work while the Mail app is open. If Mail is closed, forwarding will not happen. (Apple Support)

Only forward the executed trade confirmation email, not an order placed email or general notification. Navexa’s contract note importing guidance consistently relies on the original broker trade confirmation with the contract note attached.

If a manual forward works but the Apple Mail rule does not, the forwarded email or PDF attachment may be getting altered in the automated rule. Recent Navexa support discussions flagged this as a real issue with Apple Mail forwarding in some cases.

This is the first thing to check. If Mail is not open, the forwarding rule will not run. (Apple Support)

Make sure the rule uses the broker’s sender email address, not your own email address.

Each portfolio has its own unique Navexa Link email. If the trade lands in the wrong portfolio, you likely used the wrong address.

Use the original trade confirmation email with the PDF contract note attached. If you are forwarding a notification email or an email where the attachment is missing, Navexa may not be able to process it.

If the manual forward works but the rule does not, the issue is likely the Apple Mail rule rather than the broker PDF itself. That pattern came up in recent support cases.

In a recent Apple Mail support case, Navexa guidance suggested trying Forward as attachment where available because it can preserve the original email structure better.

If your broker lets you add a second recipient for trade confirmations directly in the broker platform, that is usually better than relying on a Mac Mail rule. It does not depend on your Mac or the Mail app staying open. This matches Navexa’s general automated importing guidance, which supports either broker-level delivery or an email forwarding rule.

If you use an email provider such as Bigpond, Gmail, Yahoo, Outlook, Hotmail, Live, or AOL, it is usually better to create the forwarding rule with that provider directly.

Rules set up at the source keep running even if:

Rules created in the Mail app on your Mac only work while the app is open.