Navexa

Navarre Trousselot

Tom Wilson

Set up your account, learn the basics and start navigating Navexa with confidence.

Getting Started with Navexa

Changing Plans

Delete your Navexa account, profile or personal data. Learn what happens to your subscription and data when you close your account.

Deleting Your Account

How to add team members to your Navexa Pro account

Adding Team Members to your Pro Account

How to grant access to specific clients to specific team members

Give Team Members Permission to Access Clients

How to add a client to your Navexa Pro account

Add a Client to Your Account

How do I access my Navexa account if I cannot sign in?

How can I pay an outstanding subscription invoice and understand the reactivation and account update process?

Learn how to update your Navexa profile, security, email, and view settings so your account is customised and secure.

Managing Your Account Settings

Learn how to change your Navexa password and meet security requirements to keep your account safe.

Changing Your Password

See how to log out of the Navexa platform.

How do I log out of Navexa?

Your Account

The Holding Screen

The Income Calendar

Use filters in Navexa to include or exclude holdings, sectors and more. Apply multiple rules for clearer portfolio analysis.

Using the Filter System

Dashboard tour and glossary for key terms.

Platform Basics

Create a custom design with text, images, and links

Portfolio

Find answers and get help from Intercom Support and Community Experts

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