How do you allocate your investment using SBI's online site for iDeCo?

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weeklan
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How do you allocate your investment using SBI's online site for iDeCo?

Post by weeklan »

Hi all,

Sorry for the basic question but I've been set up with SBI for iDeCo for a while, but I don't know how to assign my funds to any of the products.

The site is https://www.benefit401k.com/customer/
After logging in I click 資産状況 and have literally no commodities listed there despite my funds being listed.

I try clicking the 運用商品一覧 and 掛金の配分割合 tabs and click on a commodity, but still can't actually allocate my funds to any of the listed products.
If anybody else here uses SBI for iDeCo, can you please tell me where I'm going wrong?
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RetireJapan
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Re: How do you allocate your investment using SBI's online site for iDeCo?

Post by RetireJapan »

It's not the most intuitive interface, is it?

You need to go to 掛金の配分割合

And then select the percentage you want of each fund (these must add up to 100 percent).

Then at the bottom click on 確認.

That should work. If not send me an email to info@retirejapan.info and I'll try to help (it's much easier to do screenshots through email than on here).
English teacher and writer. RetireJapan founder. Avid reader.

eMaxis Slim Shady 8-)
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