Where do users check their SBI IDECO accounts?

ToushiTime
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Re: Where do users check their SBI IDECO accounts?

Post by ToushiTime »

I read this here. Sounds like it is either JIS&T or SBI Benefits or two other 記録関連運営管理機関 depending on the financial institution involved
審査が完了すると国民年金基金連合会から加入確認通知書が、記録関連運営管理機関からIDと商品登録完了のお知らせが届きます。記録関連運営管理機関とは加入者の資産残高の記録・管理などを行う機関のことです。

申し込んだ金融機関によって提携先が異なり、日本インベスター・ソリューション・アンド・テクノロジー(JIS&T)、日本レコード・キーピング・ネットワーク(NRK)、損保ジャパン日本興亜DC証券、SBIベネフィット・システムズの4社のうちいずれかが該当します。忘れた頃に通知が届くので、見落とさないように注意が必要です。 https://go.sbisec.co.jp/prd/ideco-onli ... up/013760/
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adamu
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Re: Where do users check their SBI IDECO accounts?

Post by adamu »

ToushiTime wrote: Mon Mar 22, 2021 1:01 pm I read this here. Sounds like it is either JIS&T or SBI Benefits or two other 記録関連運営管理機関 depending on the financial institution involved
審査が完了すると国民年金基金連合会から加入確認通知書が、記録関連運営管理機関からIDと商品登録完了のお知らせが届きます。記録関連運営管理機関とは加入者の資産残高の記録・管理などを行う機関のことです。

申し込んだ金融機関によって提携先が異なり、日本インベスター・ソリューション・アンド・テクノロジー(JIS&T)、日本レコード・キーピング・ネットワーク(NRK)、損保ジャパン日本興亜DC証券、SBIベネフィット・システムズの4社のうちいずれかが該当します。忘れた頃に通知が届くので、見落とさないように注意が必要です。 https://go.sbisec.co.jp/prd/ideco-onli ... up/013760/
This is cool info, thanks.

I think Roger's reply about Monex just confused you when you already had the answer. The site for SBI's iDeCo is benefit401k.com, as you said earlier.
ToushiTime
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Re: Where do users check their SBI IDECO accounts?

Post by ToushiTime »

Yes my main Q was about how the SBI sites linked.
But I was also confused about thet JIS&T vs SBI Benefit Systems thing so I double-checked.
And as usual I find the answer elsewhere after I posted :) viewtopic.php?f=6&t=575&p=4514&hilit=NRk#p4514
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Roger Van Zant
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Re: Where do users check their SBI IDECO accounts?

Post by Roger Van Zant »

ToushiTime wrote: Mon Mar 22, 2021 12:34 pm
Roger Van Zant wrote: Mon Mar 22, 2021 5:20 am
RetireJapan wrote: Sun Mar 21, 2021 3:18 am With Rakuten, iDeCo accounts are part of the website, but SBI jumps you to a separate website to view/manage your iDeCo.
Same as Monex. It takes you to this page:
https://www.jis-t.ne.jp/dczws000/o3w
So what is this page for? https://www.benefit401k.com/customer/Rk ... Login.aspx
SBI IDECO gave me the impression that I would log into SBI Benefit Systems to check my IDECO account.
I noticed that if I click on the following link while logged out https://site2.sbisec.co.jp/ETGate/?OutS ... low_01.htm there is a button further down on the right side of the page that says iDeCo加入者サイトログイン iDeCo専用口座管理画面へのログインはこちらになります。Clicking on that takes me to the SBI Benefit System page.

Are you saying, I can view my IDECO account on the JIS&T site as well?
I don't know about SBI. I only use SBI for my tsumitate-NISA, not my iDeCo.
Why don't you just try to log in?
With Monex, the only way I can see my iDeCo status is by using the JIS&T site.
If I'm wrong about Monex, please correct me, anyone!
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) ✓
JapaneseMike
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Re: Where do users check their SBI IDECO accounts?

Post by JapaneseMike »

If I'm wrong about Monex, please correct me, anyone!
There's a section where you can save your JIS&T credentials in Monex. This way it adds the iDeCo balances to your totals, and gives you a summary of your investments via the monex webpage.

It also provide a link (with automatic login) to JIS&T if you want to do any actions like switching/etc.

I can't remember how I did it now, but try looking under MY PAGE --> 保有残高・口座管理 --> iDeCo残高
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Roger Van Zant
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Re: Where do users check their SBI IDECO accounts?

Post by Roger Van Zant »

JapaneseMike wrote: Wed Mar 24, 2021 4:41 am
If I'm wrong about Monex, please correct me, anyone!
There's a section where you can save your JIS&T credentials in Monex. This way it adds the iDeCo balances to your totals, and gives you a summary of your investments via the monex webpage.

It also provide a link (with automatic login) to JIS&T if you want to do any actions like switching/etc.

I can't remember how I did it now, but try looking under MY PAGE --> 保有残高・口座管理 --> iDeCo残高
Thanks!
I just tried this, but no joy. I simply arrive at this screen:

https://ibb.co/QKNMXYg

It shows I have nothing in my iDeCo, which I know is wrong.

I still need to click on the green button, which then takes me to the JIS&T website.

Anyone else know if it is indeed possible to see your iDeCo account within the Monex site?
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) ✓
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Roger Van Zant
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Re: Where do users check their SBI IDECO accounts?

Post by Roger Van Zant »

Roger Van Zant wrote: Wed Mar 24, 2021 12:45 pm
JapaneseMike wrote: Wed Mar 24, 2021 4:41 am
If I'm wrong about Monex, please correct me, anyone!
There's a section where you can save your JIS&T credentials in Monex. This way it adds the iDeCo balances to your totals, and gives you a summary of your investments via the monex webpage.

It also provide a link (with automatic login) to JIS&T if you want to do any actions like switching/etc.

I can't remember how I did it now, but try looking under MY PAGE --> 保有残高・口座管理 --> iDeCo残高
Thanks!
I just tried this, but no joy. I simply arrive at this screen:

https://ibb.co/QKNMXYg

It shows I have nothing in my iDeCo, which I know is wrong.

I still need to click on the green button, which then takes me to the JIS&T website.

Anyone else know if it is indeed possible to see your iDeCo account within the Monex site?
Never mind! Figured out how to do it.
Thanks, JapaneseMike!
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) ✓
ToushiTime
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Re: Where do users check their SBI IDECO accounts?

Post by ToushiTime »

Roger Van Zant wrote: Mon Mar 22, 2021 5:20 am
If I'm wrong about Monex, please correct me, anyone!
You are not wrong about Monex.

From what I found later, I think
JIS&T handles the IDECO account record-keeping etc for Nomura, Monex*, Rakuten* and others
SBI Benefit Systems does it for Daiwa, and SBI Securities
NRK and Sompo Japan DC Securities do it for other brokers/banks

*It was noted above that you can view Rakuten IDECO inside the Rakuten Securities website.

*Edit: thanks for letting me know Monex lets you do that too
Last edited by ToushiTime on Thu Mar 25, 2021 1:34 pm, edited 1 time in total.
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Roger Van Zant
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Re: Where do users check their SBI IDECO accounts?

Post by Roger Van Zant »

ToushiTime wrote: Wed Mar 24, 2021 11:15 pm
Roger Van Zant wrote: Mon Mar 22, 2021 5:20 am
If I'm wrong about Monex, please correct me, anyone!
You are not wrong about Monex.

From what I found later, I think
JIS&T handles the IDECO account record-keeping etc for Nomura, Monex, Rakuten* and others
SBI Benefit Systems does it for Daiwa, and SBI Securities
NRK and Sompo Japan DC Securities do it for other brokers/banks

*It was noted above that you can view Rakuten IDECO inside the Rakuten Securities website.
I found out how to view my iDeCo within the Monex site. All good. Thanks!
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) ✓
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