Autotracking your external portfolio on Orowealth

Angelo Soares
Angelo Soares
angelos@orowealth.com

You can now import and autotrack your portfolio on Orowealth. You might need to do this to track all your external investments made outside of Orowealth. With Autotracking comes privacy issues, and hence we have created a simple and secure method to Autotrack.

How does this work?

STEP 1:

Register your email Id which you want to generate your portfolio statement for. You can find the below in “Track my portfolio” section of our web/app:

STEP 2:

Forward the CAMS Consolidated statement from donotreply@camsonline.com to reports@orowealth.com. Now you can simply setup an autoforwarding rule in your email, and this will happen automatically. Follow the steps below to setup autoforwarding rule in Gmail.

Autoforward with Gmail:

1) Add reports@orowealth.com as a safe forwarding address in your Gmail account:

  • On your computer, open Gmail using the account you want to forward messages from. You can only forward messages for a single Gmail address, and not an email group or alias.
  • In the top right, click Settings .
  • Click Settings.
  • Click the Forwarding and POP/IMAP tab.
  • In the “Forwarding” section, click Add a forwarding address.
  • Enter the email address you want to forward messages to.
  • Click Next Proceed 
  • A verification message will be sent to that address. Click the verification link in that message.
  • Go back to the settings page for the Gmail account you want to forward messages from, and refresh your browser.
  • Click the Forwarding and POP/IMAP tab.
  • In the “Forwarding” section, select Forward a copy of incoming mail to.
  • In the “Forwarding” section, select Disable forwarding
  • At the bottom of the page, click Save Changes.


2)
Add email filter to forward emails from donotreply@camsonline.com to reports@orowealth.com:

  • Open your Gmail
  • Click on the “” in your Gmail search bar at the top of your screen
  • Create a filter with the search in below image:

Recap of the above steps?

 Trigger your CAMS statement, and set-up autoforwarding  rule from your Gmail account for email donotreply@camsonline.com to reports@orowealth.com.  And we will automatically update your portfolio.

Angelo Soares
Angelo Soares
angelos@orowealth.com

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