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Gmail: Automatically Forward your Notes

Learn how to set up Gmail forwarding and filters so your broker’s trade notes are automatically sent to your Navexa portfolio.

Navarre Trousselot avatar
Written by Navarre Trousselot
Updated over a week ago

You can set up Gmail to automatically forward trade confirmation emails from your broker straight to your Navexa portfolio.

This ensures your trades are imported without you needing to manually forward each email.


Step 1: Add Your Navexa Link Email

Tip: Already logged into Gmail? Jump straight to Forwarding settings.

  1. In Gmail, go to SettingsSee all settings.

  2. Click the Forwarding and POP/IMAP tab (1).

  3. Select Add a forwarding address (2).

  4. Enter your portfolio’s Navexa Link email (see Finding Your Portfolio’s Unique Email Address).

  5. Gmail will send a confirmation request to Navexa.

  6. Our system automatically approves it within 1–2 minutes.

  7. Once approved, you’ll get a confirmation email in your Gmail inbox.


Step 2: Set Up a Forwarding Filter

Tip: Already logged into Gmail? Jump straight to the Filters page.

Now you’ll create a filter so only contract notes from your broker are forwarded. We'll use CommSec as the example broker.

  1. Go back to Gmail SettingsFilters and Blocked Addresses.

  2. Click Create a new filter.

  3. In the From field, enter your broker’s contract note email address (see list below).

  4. Click Create Filter.

  5. Tick Forward it to, and select your Navexa Link email.

  6. (Optional) Tick Also apply filter to matching conversations to forward past emails too.

  7. Click Create filter to save.


Broker Email Addresses

Use the correct “From” address for your broker when creating the filter:


👉 That’s it! Now your Gmail is set up to automatically forward your broker’s contract notes to Navexa.

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