You can import Webull Australia trades into Navexa by forwarding contract-note emails or uploading a trade-history CSV file. These instructions use Navexa’s web app and the Webull AUS provider.
Email forwarding: import new trades as their contract notes arrive. You can also manually forward individual notes you already have.
CSV upload: import a larger trade history from a Webull export.
You can use CSV upload for your existing history and email forwarding for future trades. Check which trades are already in Navexa before uploading files or forwarding older notes, so you don’t add the same trades twice.
Set up Webull contract-note forwarding
Open the portfolio where your Webull trades belong, then select Portfolio → Add Holdings.
Search for Webull and select Webull AUS.
Select Contract Note Importer.
Check the portfolio named in the Webull AUS contract notes panel. Choose whether to Attach notes to trades, Notify on success and Notify on failure.
If your Webull contract-note PDFs are password-protected, enter their password in PDF password (optional). Check the instructions accompanying Webull’s PDF if you’re unsure which password to use. This is the password that opens the PDF, separate from your Webull login password. Leave the field blank if your PDFs don’t require one.
Select Create link.
Under Your forwarding address, select Copy, then follow the forwarding instructions shown in Navexa.
Select Done to close the panel.
Each portfolio has its own Navexa Link email address. Forward the original Webull contract-note email with its PDF attachment intact to the address for the correct portfolio.
You can forward a note manually or set up an email rule for future Webull contract notes. For Gmail instructions, see Gmail: Automatically Forward your Notes.
Keep the rule limited to contract notes. Don’t forward broker login emails, password-reset emails or security codes.
Add or change a saved PDF password
If you already have a Webull email link, manage its password in Navexa’s web app:
Open Settings → Connected accounts.
Select Webull AUS and find the link for the relevant portfolio.
Open the link’s Settings.
Enter the password in PDF password (optional). If a password is already saved, select Replace first.
Select Save.
Saving a password retries waiting files. If Webull changes the PDF password, replace the saved password with the one that opens the new notes.
To remove a saved password, select Remove, then confirm Remove. Future locked notes will need a working password before they can be processed.
When a Webull note is waiting for a password
A password-protected Webull note can show Awaiting password in Email Inbox. This means processing is waiting for a working PDF password.
Open the PDF password needed notification to reach the password entry screen. If the notification opens the import page, enter the PDF password and select Unlock. Leave Remember for future notes selected if you want Navexa to save it for later notes.
If the password is rejected, check that it opens the original Webull PDF, then try again. Enter it in the password field, rather than a chat message.
If an older note previously failed because it was locked, save the password and forward that original email again. Check Email Inbox and your portfolio’s Transactions to confirm the result.
If you have saved PDFs instead of the original emails, you can use Upload PDF Contract Notes. An uploaded Webull PDF marked Locked needs unlocking before you can review its trades.
Import your Webull trade history from CSV
First, export your trade records from the Webull mobile app:
Open Assets, then go to History.
Use Filter to choose the date range.
Select the export icon in the top-right corner.
Enter the email address where you want to receive the file.
Download the trade-record CSV attached to Webull’s email.
Webull’s export covers completed orders from the past 24 months, with up to 1,000 orders per file. Use shorter date ranges if you need more than one export. For records older than 24 months, contact Webull support.
Then upload the CSV to Navexa:
Open the correct portfolio and select Portfolio → Add Holdings.
Search for Webull and select Webull AUS → CSV File Upload.
Select Browse Files, choose the CSV, then select Upload File.
Review the extracted trades, including the symbol, exchange, date, buy or sell type, quantity, price, fees and currencies. Check for trades already recorded in the portfolio.
When the details are correct, select Import Trades, then View transactions to check the result.
Use the trade-record CSV for this workflow. For help reviewing or correcting extracted rows, see Import Holdings From a Spreadsheet.