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linking nisa and ideco accounts monex
Posted: Sat Aug 20, 2022 12:16 am
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!
Re: linking nisa and ideco accounts monex
Posted: Sat Aug 20, 2022 11:34 pm
by RetireJapan
I don't think you can. Rakuten shows iDeCo within their main broker website, Monex and SBI have separate websites (and logins).
Re: linking nisa and ideco accounts monex
Posted: Sun Aug 21, 2022 6:47 am
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!
Re: linking nisa and ideco accounts monex
Posted: Sun Aug 21, 2022 6:50 am
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
Re: linking nisa and ideco accounts monex
Posted: Tue Aug 23, 2022 4:43 am
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