I have a Rakuten bank account and also a Rakuten securities account.
I want to be able to use my Rakuten points earned through shopping etc. for investing.
In order to do so, I have to create a "Money Bridge".
All fine and well.
The issue is that the name used for my bank account and that used for my securities account differ.
It is just a hyphen/space/middle name thing.
Do I change my bank account name to match my securities account name, or vice versa?
Presumably I have to resubmit paper forms and ID photocopies via snail mail again?
Any help would be appreciated.
Thanks!
Rakuten name issues (bank vs. securities)
- Roger Van Zant
- Veteran
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- Joined: Tue Sep 01, 2020 7:33 am
- Location: Kyushu
Rakuten name issues (bank vs. securities)
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) ✓
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) ✓
- Roger Van Zant
- Veteran
- Posts: 627
- Joined: Tue Sep 01, 2020 7:33 am
- Location: Kyushu
Re: Rakuten name issues (bank vs. securities)
Well, an update:
On the off chance that matters might go smoothly, I called Rakuten....and was pleasantly surprised:
I first called Rakuten securities, and they told me to call Rakuten bank.
I called Rakuten bank and the guy guided me through how to update my name (needed to add my middle name) within my online account.
I was able to enter a space and my middle name in the same cell used for my first name; no separate cell for just "middle name".
Pretty sure I wasn't able to do this when I first signed up back in 2018....hence the current issue.
I had to take a photo of the front and back of my driving license and upload it.
The update process supposedly takes 5-10 working days.
Hopefully, once updated, I will be able to create the Money Bridge without any further hitches.
Hope this information is useful for people in the same position as I was.
On the off chance that matters might go smoothly, I called Rakuten....and was pleasantly surprised:
I first called Rakuten securities, and they told me to call Rakuten bank.
I called Rakuten bank and the guy guided me through how to update my name (needed to add my middle name) within my online account.
I was able to enter a space and my middle name in the same cell used for my first name; no separate cell for just "middle name".
Pretty sure I wasn't able to do this when I first signed up back in 2018....hence the current issue.
I had to take a photo of the front and back of my driving license and upload it.
The update process supposedly takes 5-10 working days.
Hopefully, once updated, I will be able to create the Money Bridge without any further hitches.
Hope this information is useful for people in the same position as I was.
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) ✓
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) ✓
-
- Veteran
- Posts: 199
- Joined: Fri May 29, 2020 12:56 pm
Re: Rakuten name issues (bank vs. securities)
That would be me. Thanks for this. Please update when you are able to confirm that this did/didn't work.Roger Van Zant wrote: ↑Thu Oct 20, 2022 1:56 amHope this information is useful for people in the same position as I was.
- Roger Van Zant
- Veteran
- Posts: 627
- Joined: Tue Sep 01, 2020 7:33 am
- Location: Kyushu
Re: Rakuten name issues (bank vs. securities)
Just got an email saying the procedure has been completed.AreTheyTheLemmings? wrote: ↑Fri Oct 21, 2022 4:44 amThat would be me. Thanks for this. Please update when you are able to confirm that this did/didn't work.Roger Van Zant wrote: ↑Thu Oct 20, 2022 1:56 amHope this information is useful for people in the same position as I was.
Sure enough, I just logged in and was able to complete the Money Bridge application.
Very happy!
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) ✓
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) ✓
-
- Veteran
- Posts: 199
- Joined: Fri May 29, 2020 12:56 pm