We don’t mean to clutter your inbox!
We’re legally required to send Trade Confirms to you, and we’re working on building a space within our app where you'll be able to access these instead.
In the interim, we recommend setting up an inbox rule to file these away. You can find instructions on how to set it up below.
Gmail
You can use Gmail filters to automatically route Trade Confirms to a specific label and spare your inbox.
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Check the checkbox next to the Trade Confirm Email.
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Click More
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Click Filter messages like these.
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Enter your filter criteria.
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Click Create filter.
- Select from the options, e.g. Skip the inbox (Archive it) and Apply the label.
- To use the rule right away, make sure you check the last box: Also apply filter to XX matching conversations, and click Create filter.
Outlook
You can use Outlook rules to automatically route Trade Confirms to a specific folder and spare your inbox.
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Right-click a Trade Confirm e-mail.
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Click Rules.
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Click Create Rule.
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Select a 'condition', and what to do with Trade Confirms.
For example, to move messages with the title 'Your Finch Trade Confirm is now ready!' to a specific folder, select the Subject contains and copy/paste the title, select Move the item to folder, select or create a New folder.
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Click OK.
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To use the rule right away, click the Run this new rule now on messages already in the current folder checkbox, and then click OK.
Hope that helps! 🤞