Rakuten Securities Surpasses 300 Billion Yen in Monthly Investment Trust Accumulation Settings!
Rakuten Securities achieved a monthly investment trust accumulation setting amount of 300 billion yen. Driven by the expansion of payment methods and strong NISA account growth, the number of accumulation users exceeded 5 million in January 2026.
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- 📰 Published: April 28, 2026 at 01:00
- 🔍 Collected: April 27, 2026 at 16:31
- 🤖 AI Analyzed: April 28, 2026 at 00:32 (8h 0m after Collected)
Rakuten Securities, Inc. (Headquarters: Minato-ku, Tokyo; President and CEO: Yuji Kusunoki; hereinafter "Rakuten Securities") is pleased to announce that the monthly setting amount for investment trust accumulation has exceeded 300 billion yen.
Rakuten Securities is striving to expand various services to provide an environment where customers can easily start fulfilling asset building and investment activities. Particularly in investment trusts, the company has been a pioneer among major online brokerages in launching services such as "Point Investment," which allows the purchase of investment trusts using "Rakuten Points," and the ability to set up accumulation using "Rakuten Card" credit payments and "Rakuten Cash," the Rakuten Group's online electronic money. This provides an environment where asset building is possible through methods familiar to everyday life, even for customers who have not previously been acquainted with investing. By the end of December 2025, the investment trust balance reached 20 trillion yen, growing to a scale that accounts for about 40% of Rakuten Securities' total assets under management. Furthermore, in January 2026, the number of users with active accumulation settings for investment trusts surpassed 5 million.
Rakuten Securities, which holds the No. 1 position in the number of NISA accounts, offers a diverse range of products tailored to the varying purposes and needs of customers' asset building in an ever-changing world with the new NISA and interest-bearing environments. In addition to the "Rakuten Plus Series" and "Rakuten High Dividend Stock Series," the company provides investment trusts with excellent safety and liquidity such as the "Rakuten Money Fund" (MRF: Money Reserve Fund) and the first investment trust in Japan primarily targeting platinum. These offerings at optimal timings have been well-received by customers. Through these initiatives, many customers have utilized investment trust accumulation at Rakuten Securities, leading to the breakthrough of 300 billion yen in monthly setting amounts.
As a "Partner for Asset Building," Rakuten Securities will continue to strive to meet the needs of all customers and be chosen as a "securities company to stay with for a long time" by providing not only a trigger to "start" but also an environment to "continue" asset building and investment, maximizing customers' Financial Well-Being.
(Explanatory notes omitted as they are technical data points or historical comparisons already summarized above.)
About Fees and Risks:
When investing in products handled by Rakuten Securities, prescribed fees and expenses may be incurred for each product. In addition, there is a risk of loss due to price fluctuations for each product. Regarding the fees and risks associated with investing in each product, please carefully read the contents on the "Fees and Risks Associated with Investment" page of the Rakuten Securities website and the pre-contract delivery documents, and fully understand the details.
Trade Name: Rakuten Securities, Inc.
Financial Instruments Business Operator: Director of Kanto Local Finance Bureau (Kinsho) No. 195, Commodity Futures Business Operator
Lending Business Registration Number: Governor of Tokyo (1) No. 32007
Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Japan Commodity Futures Association, Type II Financial Instruments Firms Association, Japan Investment Advisers Association, Japan Money Lending Business Association Member No. 006365
Rakuten Securities is striving to expand various services to provide an environment where customers can easily start fulfilling asset building and investment activities. Particularly in investment trusts, the company has been a pioneer among major online brokerages in launching services such as "Point Investment," which allows the purchase of investment trusts using "Rakuten Points," and the ability to set up accumulation using "Rakuten Card" credit payments and "Rakuten Cash," the Rakuten Group's online electronic money. This provides an environment where asset building is possible through methods familiar to everyday life, even for customers who have not previously been acquainted with investing. By the end of December 2025, the investment trust balance reached 20 trillion yen, growing to a scale that accounts for about 40% of Rakuten Securities' total assets under management. Furthermore, in January 2026, the number of users with active accumulation settings for investment trusts surpassed 5 million.
Rakuten Securities, which holds the No. 1 position in the number of NISA accounts, offers a diverse range of products tailored to the varying purposes and needs of customers' asset building in an ever-changing world with the new NISA and interest-bearing environments. In addition to the "Rakuten Plus Series" and "Rakuten High Dividend Stock Series," the company provides investment trusts with excellent safety and liquidity such as the "Rakuten Money Fund" (MRF: Money Reserve Fund) and the first investment trust in Japan primarily targeting platinum. These offerings at optimal timings have been well-received by customers. Through these initiatives, many customers have utilized investment trust accumulation at Rakuten Securities, leading to the breakthrough of 300 billion yen in monthly setting amounts.
As a "Partner for Asset Building," Rakuten Securities will continue to strive to meet the needs of all customers and be chosen as a "securities company to stay with for a long time" by providing not only a trigger to "start" but also an environment to "continue" asset building and investment, maximizing customers' Financial Well-Being.
(Explanatory notes omitted as they are technical data points or historical comparisons already summarized above.)
About Fees and Risks:
When investing in products handled by Rakuten Securities, prescribed fees and expenses may be incurred for each product. In addition, there is a risk of loss due to price fluctuations for each product. Regarding the fees and risks associated with investing in each product, please carefully read the contents on the "Fees and Risks Associated with Investment" page of the Rakuten Securities website and the pre-contract delivery documents, and fully understand the details.
Trade Name: Rakuten Securities, Inc.
Financial Instruments Business Operator: Director of Kanto Local Finance Bureau (Kinsho) No. 195, Commodity Futures Business Operator
Lending Business Registration Number: Governor of Tokyo (1) No. 32007
Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Japan Commodity Futures Association, Type II Financial Instruments Firms Association, Japan Investment Advisers Association, Japan Money Lending Business Association Member No. 006365