Monex Tsumitate NISA, how to make manual purchases?

[Ichigo]

From start screen:
1. 投信・積立 (top menu)
2. 投信つみたて申込状況 (see side bar)
3. scroll down to this and select 訂正 (correction)

4. Make sure you have all the 'bonus' money in your Securities Account, because it will be taken from there (証券総合口座から) and not from your bank. And also change the date 毎月to the same or next day, depending on when you fill out the form. (Not sure when the last day is for this year.)

Good luck!

[sugus]

From start screen:
1. 投信・積立 (top menu)
2. 投信つみたて申込状況 (see side bar)
3. scroll down to this and select 訂正 (correction)
Screen Shot 2021-12-02 at 18.05.47.png
4. Make sure you have all the 'bonus' money in your Securities Account, because it will be taken from there (証券総合口座から) and not from your bank. And also change the date 毎月to the same or next day, depending on when you fill out the form. (Not sure when the last day is for this year.)
Screen Shot 2021-12-02 at 18.07.36.png
Good luck!

Brilliant! Thank you very much for that!

I went through the same process before, but the bonus payment didn't go through that was because I didn't have it already in my Securities Account.

Thanks again Ichigo, I'll give it another try.

[sugus]

Just an update, following Ichigo's instructions I managed to do it!

Step #4, having the money already transferred to the Monex account is crucial, otherwise nothing will happen and you won't even get notified about what's going on.

Thanks again, I will update my first post pointing to the correct answer.

[EmaxisSlim Cultist]

I am very glad it worked for both of you! Across the finish line with just a week or so to spare.

A one-time top-off feature would go a long way to making the Tsumitate more accessible to everyone.

The bonus feature itself is a workaround that only a few institutions have. Confusing for everyone, regardless of language issues.

{Set Tsumitate} {Make a One-time Contribution}, would just make so much sense.

[sugus]

I am very glad it worked for both of you! Across the finish line with just a week or so to spare.
A one-time top-off feature would go a long way to making the Tsumitate more accessible to everyone.
The bonus feature itself is a workaround that only a few institutions have. Confusing for everyone, regardless of language issues.
{Set Tsumitate} {Make a One-time Contribution}, would just make so much sense.

I totally agree, thanks for your input as well EmaxisSlim Cultist

[zeroshiki]

I feel that Monex's lack of synergy with a bank (like Rakuten and SBI have) makes things unnecessarily difficult for them. Not having funds in your monex account auto-failing your tsumitate makes sense but it would help if they are more explicit about it and/or allow customers to make it up instead of the tsumitate just disappearing into thin air.