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Where do users check their SBI IDECO accounts?
Posted: Sun Mar 21, 2021 2:40 am
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.
Re: Where do users check their SBI IDECO accounts?
Posted: Sun Mar 21, 2021 3:18 am
by RetireJapan
With Rakuten, iDeCo accounts are part of the website, but SBI jumps you to a separate website to view/manage your iDeCo.
Re: Where do users check their SBI IDECO accounts?
Posted: Sun Mar 21, 2021 3:40 am
by ToushiTime
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?
Re: Where do users check their SBI IDECO accounts?
Posted: Sun Mar 21, 2021 5:01 am
by RetireJapan
Yes.
Re: Where do users check their SBI IDECO accounts?
Posted: Sun Mar 21, 2021 5:41 am
by ToushiTime
Thank you
Re: Where do users check their SBI IDECO accounts?
Posted: Sun Mar 21, 2021 2:37 pm
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.
Re: Where do users check their SBI IDECO accounts?
Posted: Mon Mar 22, 2021 2:18 am
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.
Re: Where do users check their SBI IDECO accounts?
Posted: Mon Mar 22, 2021 2:33 am
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).
Re: Where do users check their SBI IDECO accounts?
Posted: Mon Mar 22, 2021 5:20 am
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
Re: Where do users check their SBI IDECO accounts?
Posted: Mon Mar 22, 2021 12:34 pm
by ToushiTime
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?