PEARLER FEATURES
Navexa integration sync
Thank you Pearler team for the Navexa integration, it has been a long awaited feature. What happens to Navexa portfolio if it has been synced using email forwards before. Does the new Navexa integration handle overwriting on top and not duplicating the trades? What should I do if I have existing Navexa porfolio that has been set up to sync using automatic email forwarding?
1 Comments
Cathy Sun
PEARLER
over 1 year ago
Hi Nam,
Thanks for this question!
I’ve confirmed with Navexa that once you set up the broker integration, Navexa will detect any duplicate entries and ignore them. This means you can simply contact our customer service team to stop the automatic email forwarding for contract notes once the broker integration has been set up and synced :)
Like
1
•
Reply4000 characters left
Related posts
Pearler Features
Is it time for Pearler to start paying interest on our Cash Accounts?
Pearler has previously hinted at interest payments on Cash Accounts. Obviously that wasn't realistic while rates were so...
Pearler Features
I want to invest 40% / 40% / 20% for VAS / VTS / VEU, which Autoinvest will make that happen?
Hey all, If I want to invest 40% / 40% / 20% for VAS / VTS / VEU, which Autoinvest strategy will make that happen for mo...
Pearler Features
Micro Automation from Pearler Cash
Hi Everyone, I've been investing with micro every so oftern with $50 deposit or more and I realise I could actually tra...