SBI Securities Enhances Asset Management Tool with iDeCo Balance Integration

SBI Securities Enhances iDeCo Integration in My Asset Tool

SBI Securities has made a significant announcement regarding its asset management tool, My Asset. Starting September 26, 2025, users will be able to view their iDeCo balances directly through the My Asset platform after logging into their securities account. This enhancement aims to streamline asset management for users with both a securities general account and an iDeCo account.

To take advantage of this new feature, customers must set up the 'iDeCo Account Linking Service' through the 'iDeCo Account Related Services' in their account settings. This service, which has been available for some time, allows users to log in to the iDeCo participant site without the need for repeated ID and password entry. Essentially, after logging into the SBI Securities website, users can set up this integration by navigating to 'My Settings' > 'Transaction Related/Account Information' > 'iDeCo Account Related Services'.

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Since initiating the iDeCo service in January 2005, SBI Securities has consistently worked to enhance the services provided to customers in their asset accumulation journeys. In 2023 alone, the company launched various upgrades, including the 'iDeCo Account Linking' service in January, a simulation tool called 'DC Doctor' to assist in selecting investment products in July, and a revamped web form for account registration in December. These efforts have resulted in significant growth, with iDeCo entrusted assets surpassing 2 trillion yen and account numbers exceeding 1.12 million by the end of July 2025.

These accomplishments have positioned SBI Securities as a leader in iDeCo services, allowing more customers to utilize their offerings. The company pledges to continue delivering exceptional service under the slogan, 'If you’re going to do iDeCo, do it with SBI Securities.' The focus remains on meeting customer demands and fostering an environment conducive to personal asset growth.

Moreover, SBI Securities is dedicated to providing 'the lowest fees in the industry while maintaining the highest standards of service.' The company aims to expand its attractive products and services, thereby supporting individual investors in their asset management endeavors.

For consumers considering investment through SBI Securities, it’s essential to be informed about potential fees and risks associated with various financial products. While the securities general account does not carry opening or management fees, investing in products may require additional fees, and price fluctuations can introduce financial risks. As always, investors are encouraged to review detailed information available on the SBI Securities website regarding each financial product, including the associated risks and fees before making investment decisions.

In conclusion, the integration of iDeCo balances into My Asset represents a forward-thinking move by SBI Securities, further solidifying its commitment to customer-centric financial services. As they continue to innovate and expand, investors can look forward to enhanced tools that cater to their financial needs.