Tsumitate NISA purchase help

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Utachiyo
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Joined: Tue Jan 01, 2019 1:42 pm

Tsumitate NISA purchase help

Post by Utachiyo »

I didn't do any investing other than Ideco last year so I kinda forgot how to do alot of things (like all the investment-related kanji and terminology!) I decided to switch my regular NISA over to tsumitate. OK, done. In January, I chose the funds I wanted to purchase...and nothing happened. Maybe I pushed a wrong button somewhere? It happens. So I just tried again. How long does it take for the purchase order to show up on the 注文 section?
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Roger Van Zant
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Re: Tsumitate NISA purchase help

Post by Roger Van Zant »

Utachiyo wrote: Sat Feb 27, 2021 6:24 am I didn't do any investing other than Ideco last year so I kinda forgot how to do alot of things (like all the investment-related kanji and terminology!) I decided to switch my regular NISA over to tsumitate. OK, done. In January, I chose the funds I wanted to purchase...and nothing happened. Maybe I pushed a wrong button somewhere? It happens. So I just tried again. How long does it take for the purchase order to show up on the 注文 section?
I use SBI for my tsumitate-NISA. I can see the money leaves my SBI account almost right away (the last working day of the month), but it takes a few days for the money to show up on my tsumitate-NISA portfolio. I would just wait a couple days and check again.
Investments:
Company DB scheme ✓
iDeCo (Monex) eMaxis Slim All Country ✓
新NISA (SBI) eMaxis Slim All Country ✓
Japanese pension (kosei nenkin) ✓
UK pension (Class 2 payer) ✓
Utachiyo
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Posts: 55
Joined: Tue Jan 01, 2019 1:42 pm

Re: Tsumitate NISA purchase help

Post by Utachiyo »

Something was just not working. I just tried again, maybe 3 times! Finally, I changed from having the money come out of my Rakuten Bank account to having to come from the Securities account (which will just sweep it from the bank, so what's the difference?) and it worked. WHY??

Also, does Tsumitate NISA not allow bond funds? It only shows stock funds...
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