Portfolio Toolbox
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Gmail Filtering

Gmail users can automatically forward selected e-mails using the step-by-step instructions below.

  1. Login to your Gmail account and click on the Gmail settings icon in the upper right corner.

    Gmail settings icon

  2. Click on the See all settings button.

    Gmail See all settings button

  3. Click on the Forwarding and POP/IMAP tab.

    Gmail Forwarding and POP/IMAP tab

  4. Click on the Add a forwarding address button.

    Gmail Add a forwarding address button

  5. Enter alerts@portfoliotoolbox.com in the Add a forwarding address dialog box and click on the Next button.

    Gmail Add a forwarding address dialog box

  6. Click on the Proceed button.

    Gmail forwarding confirmation dialog box

  7. Click OK.

    Gmail forwarding address confirmation dialog box

  8. If you configured your Gmail address and mobile phone settings correctly, you should receive a text message with your Gmail confirmation code that will enable the use of alerts@portfoliotoolbox.com as a forwarding e-mail address.

    Your Gmail confirmation code for forwarding e-mail to alerts@portfoliotoolbox.com is 611503946.

  9. Enter the confirmation code you received via text message and click on the Verify button.

    Gmail verification code confirmation button

  10. You should see the following dialog on your settings screen. It is very important that Disable forwarding is selected. If you select Forward a copy of incoming mail to then every e-mail you receive will be forwarded to alerts@portfoliotoolbox.com.

    Gmail e-mail forwarding dialog

  11. Click on the Filters and Blocked Addresses tab.

    Gmail Filters and Blocked Addresses tab

  12. Click on the Create a new filter link.

    Gmail Create a new filter link

  13. Enter Alerts@Vanguard.com OR vanguardalerts@factsetdigitalsolutions.com in the From field.

    Gmail create filter dialog box

  14. Click on the greyed out Create filter button.

    Gmail Create filter button

  15. Click on the Forward it to checkbox and select alerts@portfoliotoolbox.com in the dropdown menu and click on the Create filter button.

    Gmail Create filter settings dialog box

  16. Verify that the following dialog is displayed on your settings screen.

    Gmail active filter dialog