Use an Outlook mail rule to send only executed broker trade confirmations, also called contract notes, to your portfolio’s Navexa Link email address.
Your Navexa Link email is for contract notes only. Never forward broker or email-account login emails, password-reset emails, one-time passwords or security codes. Keep your personal email address for logins, account recovery and security notifications.
Before You Start
Use Outlook in a web browser. Before creating the rule, make sure you have:
Your portfolio’s Navexa Link email address
Access to your Outlook email account
Several recent executed broker contract notes, including their sender and distinctive subject wording
Each portfolio has its own Navexa Link address. Copy the address from the portfolio you want to update. For help finding it, see Finding Your Portfolio’s Unique Email Address.
Use a Rule for Contract Notes Only
Do not use Outlook’s general forwarding setting or a rule that applies to all messages. Only executed contract notes should go to Navexa. Do not forward order-placed emails, market notifications, statements, newsletters, general broker messages, login emails, password resets or security codes.
A broker may use one sender for several types of email. Match the sender and a condition that identifies contract notes. Use a sender-only rule only if the broker confirms the sender is exclusively for contract notes.
Create the Outlook Rule
Open Outlook in your browser and select Settings (the gear icon).
Go to Mail → Rules, then select Add rule.
Give the rule a clear name, such as
Forward contract notes to Navexa.Add a From condition and enter the exact sender from a recent executed contract note. Do not enter your Navexa Link or personal email address as the sender.
Select Add another condition and add a subject condition using distinctive wording checked on several of your broker’s executed contract notes. Make sure a message must match both the sender and the contract-note condition. Do not choose Apply to all messages.
Before enabling forwarding, use Outlook search in another tab to check messages matching the same sender and subject wording. Review individual messages. If other mail matches, refine the conditions. Do not assume every message from a broker is a contract note.
If you cannot reliably isolate executed contract notes, do not save an automatic forwarding rule. Manually forward only the original contract-note emails with PDF attachments, or use a supported broker file import.
Under Add an action, choose Forward to and enter the correct portfolio’s Navexa Link email address.
Review the conditions and destination, then select Save.
Common Broker Sender Examples
These are examples from Navexa’s existing broker guides. Check the exact sender on your own recent contract note. An address in this list does not establish that every email it sends is a contract note.
ANZ:
[email protected]Ausiex:
[email protected]Bell Direct:
[email protected]Bendigo Invest Direct:
[email protected]Betashares Direct:
[email protected]CMC Markets Invest/Stockbroking:
[email protected]CommSec:
[email protected] or [email protected]IG Markets:
[email protected]nabtrade:
[email protected]Moomoo:
[email protected]OpenMarkets:
[email protected]Ord Minnet:
[email protected]Pearler:
[email protected]SelfWealth:
[email protected]Stake:
[email protected]ThinkMarkets:
[email protected]Westpac:
[email protected]
Test the Setup
When your next broker contract note arrives, check that Outlook forwards it to your Navexa Link address.
Check Email Inbox in Navexa and confirm the trade imports into the intended portfolio.
Check that unrelated broker messages do not meet the forwarding conditions. If anything other than contract notes is forwarded, disable the rule immediately and review it before turning it on again.
This rule is for new contract notes. For older records, manually forward a small number of original notes or use a supported broker file import. See Contract Note Importer.
Common Issues
Use these checks when mail forwards unexpectedly or a contract note does not import.
Why Did Other Emails Forward to Navexa?
Turn off general forwarding and disable any rule that sends unrelated messages to Navexa. Check whether you used a whole-inbox setting or a rule that only matches a sender shared with other broker emails.
Only enable forwarding again after you have checked that the conditions identify executed contract notes. If you cannot isolate those notes reliably, forward them manually.
Why Hasn’t the Trade Imported?
Check that:
The email is an executed contract note with the original PDF attached.
The message matches the broker sender and the verified contract-note condition.
The destination is the correct portfolio’s Navexa Link address.
Your Outlook account allows external forwarding.
Some organisation-managed Microsoft accounts restrict automatic external forwarding. If your account is managed by your workplace or organisation, check its mail settings or contact your email administrator.
Why Did the Trade Go to the Wrong Portfolio?
Each portfolio has its own Navexa Link email address. Copy the address from the intended portfolio and correct the rule’s destination.