Where do users check their SBI IDECO accounts?

ToushiTime
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Where do users check their SBI IDECO accounts?

Post by ToushiTime »

Hi, I am thinking of setting up an SBI IDECO account.

As I understand it, the account is separate from my SBI Securities account.

Is it only viewable by logging into the SBI Benefit Systems webpage?

Or, can I also log into the SBI Securities website and view and manage the SBI IDECO account from there, even though it is a separate account?

Just wondering how the sites are linked, if at all.
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RetireJapan
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Re: Where do users check their SBI IDECO accounts?

Post by RetireJapan »

With Rakuten, iDeCo accounts are part of the website, but SBI jumps you to a separate website to view/manage your iDeCo.
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ToushiTime
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Re: Where do users check their SBI IDECO accounts?

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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.
Thanks, so I would log in with a separate ID and password at this website? https://www.benefit401k.com/customer/Rk ... Login.aspx
And can I change my investment allocations there without having to do anything by post?
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RetireJapan
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Re: Where do users check their SBI IDECO accounts?

Post by RetireJapan »

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

Post by ToushiTime »

Thank you
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Re: Where do users check their SBI IDECO accounts?

Post by Jansen »

I enter each month’s transactions directly using the ポートフォリオへ追加 button so that I’m able to view both my iDeco balances directly from the portfolio button. Its off by a few thousand en which I assume is the iDeco management fee but otherwise it works.
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Re: Where do users check their SBI IDECO accounts?

Post by ToushiTime »

Jansen wrote: Sun Mar 21, 2021 2:37 pm I enter each month’s transactions directly using the ポートフォリオへ追加 button so that I’m able to view both my iDeco balances directly from the portfolio button. Its off by a few thousand en which I assume is the iDeco management fee but otherwise it works.
Are these portfolio buttons on the SBI Benefit Systems site?
Why do you have two IDECO balances? Sorry for the novice question.
Last edited by ToushiTime on Mon Mar 22, 2021 4:44 am, edited 1 time in total.
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mule96
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Re: Where do users check their SBI IDECO accounts?

Post by mule96 »

Just saying for people who didn't realize it. You can switch to english language at the login screen (but not once you are logged in).
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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 »

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
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
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?
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