Some minor changes this year
When I logged into Rakuten Securities the other day I saw a notification that they were starting the rolloever procedures for this year (investments made in the 2016 regular NISA).
As usual, we need to decide whether to move assets to a taxable account or roll them over into the 2021 NISA year.
The procedures have changed quite a bit since last time though, so this is just a quick post to go through the changes.
You now have to scan a QR code with a smartphone and log into Rakuten on there. They then ask you to upload photos of the front and back of your photo ID (there is a range of options, I chose driving license).
Then you choose which investments to go where using checkboxes as usual.
There is also an option to do this on paper by mail, but I didn’t really look into it. The online version takes about two minutes.
I was lucky enough to buy a bunch of Apple shares in 2016, so my NISA allocation for that year is over two and a half million yen. Needless to say, I’ll be rolling that over!