Announced details
Asset building for individual investors
Investment trust assets under custody increased by ¥1 trillion over approximately 1 year and 10 months
Investment trust assets under custody: exceeded ¥3 trillion in April 2026
Monex Securities began a capital and business alliance with NTT DOCOMO, INC. in January 2024. Monex Securities has business collaborations with DOCOMO and The SBI Sumishin Net Bank, Ltd.
NTT DOCOMO, INC. (head office: Chiyoda-ku, Tokyo; President and CEO: Maeda Yoshiaki (前田義晃)). The SBI Sumishin Net Bank, Ltd. (head office: Minato-ku, Tokyo; President and CEO: Maruyama Noriaki (円山法昭)).
Minato-ku, Tokyo (Monex Securities' head office)
Maximum rate for Investment Trust Holding Points: 0.26% (annual rate)
The company does not address Contract Value / Impact on Business Performance.
Prepared by Monex Securities based on transaction data
| Item | Details |
|---|---|
| Names of Products / Services Covered | Mutual Funds, Investment Trust Holding Points, d Payment Balance Investment Plan, JCB credit card investment plan |
| Counterparty | NTT DOCOMO, INC., 住信SBIネット銀行株式会社 |
| Counterparty overview | NTT DOCOMO, INC. (head office: Chiyoda-ku, Tokyo; President and CEO: Maeda Yoshiaki (前田義晃)). The SBI Sumishin Net Bank, Ltd. (head office: Minato-ku, Tokyo; President and CEO: Maruyama Noriaki (円山法昭)). |
| Relationship with the Company | Monex Securities began a capital and business alliance with NTT DOCOMO, INC. in January 2024. Monex Securities has business collaborations with DOCOMO and The SBI Sumishin Net Bank, Ltd. |
| Offering price | Maximum rate for Investment Trust Holding Points: 0.26% (annual rate) |
| Launch date | JCB credit card investment plan: March 2026 (already launched). Services leveraging collaboration with DOCOMO and The SBI Sumishin Net Bank, Ltd.: August 2026 (scheduled). |
| Applicable area | Asset building for individual investors |
| Location | Minato-ku, Tokyo (Monex Securities' head office) |
| Quantitative Effects | Investment trust assets under custody increased by ¥1 trillion over approximately 1 year and 10 months |
| Usage history | Investment trust assets under custody: exceeded ¥3 trillion in April 2026 |
| Source | Prepared by Monex Securities based on transaction data |
Items this document does not state (7)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company gained support from new and existing customers by expanding its range of investment trusts, improving the terms of its Investment Trust Holding Points, and diversifying purchase methods through points-based investing, regular investment plans, d Payment balance investment plans, and JCB credit card investment plans.