Announcement: Monex Securities' Investment Trust Balance Exceeds 3 Trillion Yen
Monex Securities announced that its investment trust balance exceeded 3 trillion yen in April 2026. The company is strengthening asset building support for individual investors and promoting partnerships with NTT Docomo and Sumishin SBI Net Bank, demonstrating an increase of 1 trillion yen in approximately 1 year and 10 months.
📋 Article Processing Timeline
- 📰 Published: April 25, 2026 at 01:00
- 🔍 Collected: April 24, 2026 at 16:31
- 🤖 AI Analyzed: April 24, 2026 at 22:04 (5h 32m after Collected)
Monex Securities, Inc. (Headquarters: Minato-ku, Tokyo; President and Executive Officer: Yuko Kiyome; hereinafter "Monex Securities") announced that with the support of many investors, its investment trust balance (*) exceeded 3 trillion yen in April 2026.
Source: Created by Monex Securities based on transaction data
Since its establishment, Monex Securities has consistently worked to create an environment where individual investors can steadily build their assets.
In recent years, we have been promoting an "asset management model" that contributes to the increase in our customers' assets. In addition to expanding the range of investment trusts handled, we have improved the conditions for point awards (investment trust holding points) based on the holding balance, raising the maximum award rate to 0.26% (annual). Furthermore, we are working to diversify purchasing methods, including purchasing and accumulating investment trusts using points, "d-payment balance accumulation," and "JCB credit card accumulation," which started in March 2026. These efforts have received strong support from both new customers and long-time loyal customers. As a result, the investment trust balance has steadily increased, growing by 1 trillion yen in approximately 1 year and 10 months.
In addition, Monex Securities began a capital and business alliance with NTT Docomo, Inc. (Headquarters: Chiyoda-ku, Tokyo; President and Representative Director: Yoshiaki Maeda; hereinafter "Docomo") in January 2024. Furthermore, in August 2026 (planned), we plan to launch services leveraging our collaboration with Docomo and Sumishin SBI Net Bank, Ltd. (Headquarters: Minato-ku, Tokyo; President and CEO: Noriaki Maruyama; hereinafter "Sumishin SBI Net Bank"). We will continue to offer products and services that customers choose.
*The investment trust balance refers to the total balance of domestic investment trusts (excluding MRF), foreign investment trusts (including MMF), iDeCo, and ON COMPASS.
For details, please visit the Monex Securities website (https://info.monex.co.jp/news/2026/20260424_05.html).
End
[Important matters regarding transactions with Monex Securities]
Products handled by Monex Securities may incur principal loss or loss exceeding the principal due to price fluctuations, etc.
Before investing, please thoroughly read the pre-contractual delivery document and prospectus.
[About Monex Securities, Inc.]
Financial Instruments Business Operator Kanto Local Finance Bureau Director (Kinsho) No. 165
Member Associations: Japan Securities Dealers Association, The Financial Futures Association of Japan, The Type II Financial Instruments Firms Association, Japan Virtual and Crypto Assets Exchange Association, The Investment Trusts Association, Japan
Source: Created by Monex Securities based on transaction data
Since its establishment, Monex Securities has consistently worked to create an environment where individual investors can steadily build their assets.
In recent years, we have been promoting an "asset management model" that contributes to the increase in our customers' assets. In addition to expanding the range of investment trusts handled, we have improved the conditions for point awards (investment trust holding points) based on the holding balance, raising the maximum award rate to 0.26% (annual). Furthermore, we are working to diversify purchasing methods, including purchasing and accumulating investment trusts using points, "d-payment balance accumulation," and "JCB credit card accumulation," which started in March 2026. These efforts have received strong support from both new customers and long-time loyal customers. As a result, the investment trust balance has steadily increased, growing by 1 trillion yen in approximately 1 year and 10 months.
In addition, Monex Securities began a capital and business alliance with NTT Docomo, Inc. (Headquarters: Chiyoda-ku, Tokyo; President and Representative Director: Yoshiaki Maeda; hereinafter "Docomo") in January 2024. Furthermore, in August 2026 (planned), we plan to launch services leveraging our collaboration with Docomo and Sumishin SBI Net Bank, Ltd. (Headquarters: Minato-ku, Tokyo; President and CEO: Noriaki Maruyama; hereinafter "Sumishin SBI Net Bank"). We will continue to offer products and services that customers choose.
*The investment trust balance refers to the total balance of domestic investment trusts (excluding MRF), foreign investment trusts (including MMF), iDeCo, and ON COMPASS.
For details, please visit the Monex Securities website (https://info.monex.co.jp/news/2026/20260424_05.html).
End
[Important matters regarding transactions with Monex Securities]
Products handled by Monex Securities may incur principal loss or loss exceeding the principal due to price fluctuations, etc.
Before investing, please thoroughly read the pre-contractual delivery document and prospectus.
[About Monex Securities, Inc.]
Financial Instruments Business Operator Kanto Local Finance Bureau Director (Kinsho) No. 165
Member Associations: Japan Securities Dealers Association, The Financial Futures Association of Japan, The Type II Financial Instruments Firms Association, Japan Virtual and Crypto Assets Exchange Association, The Investment Trusts Association, Japan