linking nisa and ideco accounts monex

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bryanc
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linking nisa and ideco accounts monex

Post by bryanc »

i know there was something on this a long time ago but cant find it now...

how do you link your ideco so you can see it on the same log in as the nisa with monex??
thanks!
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RetireJapan
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Re: linking nisa and ideco accounts monex

Post by RetireJapan »

I don't think you can. Rakuten shows iDeCo within their main broker website, Monex and SBI have separate websites (and logins).
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Gareth
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Re: linking nisa and ideco accounts monex

Post by Gareth »

It’s possible. I can see my iDeCo on my Monex account.

The first thing I had to do was change the name of my iDeCo from LAST FIRST to LAST FIRSTMIDDLE to match my Monex account. I did that by calling Monex and they sent a form to fill in to change the name.

Looking back deep into this thread, it seems it just worked once the name change took effect.

viewtopic.php?t=1164&start=70

Good luck!
Last edited by Gareth on Sun Aug 21, 2022 6:51 am, edited 1 time in total.
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RetireJapan
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Re: linking nisa and ideco accounts monex

Post by RetireJapan »

Gareth wrote: Sun Aug 21, 2022 6:47 am It’s possible. I can see my iDeCo on my Monex account.
Oooh, progress! I stand corrected :)
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bryanc
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Re: linking nisa and ideco accounts monex

Post by bryanc »

can confirm it is possible!thanks!have done it now..

認証情報登録をしていただくと、JIS&T加入者向けウェブサイトに、当社のウェブサイトから直接ログインできるようになり、マネックス証券の画面でiDeCo残高を確認することもできるようになります。iDeCo口座の開設が完了した方向けのサービスです


sadly ,the thread you linked to was one in which you kindly answered some questions i had about the dreaded middle name issue..that was something i didnt want to be reminded of!
thanks
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