Monex Securities Announces Breakthrough of 3 Million Comprehensive Securities Accounts

Monex Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo; President and CEO: Yoko Seimei; hereinafter "Monex Securities") announces that the number of its comprehensive securities accounts has surpassed 3 million. We sincerely thank all customers who continue to trust Monex Securities and entrust us with their valuable assets.

Source: Prepared by Monex Securities

*Accounts transferred from SBI新生銀行 from January 2022 and from AEON Bank from January 2024 are included.

This milestone of surpassing 3 million accounts is not merely a sign of scale expansion but a significant turning point for Monex Securities as it enters a new stage. In line with the launch of the new NISA in January 2024, Monex Securities has enhanced various services. Additionally, through a capital and business alliance with NTT Docomo Inc. (hereinafter "Docomo"), we have rapidly introduced "everyday asset-building services" centered on d-points and d-card®. We believe this achievement reflects the resonance and support from many customers toward our new initiatives.

Furthermore, starting August 2026 (planned), we will fully launch service offerings leveraging collaboration with Docomo and Sumitomo Mitsui Banking Corporation SBI Net Bank Co., Ltd. (hereinafter "SBI Net Bank (Docomo's Bank)"). We will continue accelerating the delivery of products and services that customers choose.

Since its founding in 1999, Monex Securities has continuously challenged itself under the banner of "democratizing investment." Going forward, we will continue to uphold this mission, leveraging cutting-edge technology and synergies with Docomo and SBI Net Bank (Docomo's Bank), evolving as a securities firm that accompanies customers in realizing their prosperous futures through asset management.

Reasons Why Monex Securities Is Chosen

<High Point Return Rate via Credit Card Lump-Sum Investment>

Monex Securities' NISA offers up to 3.1% points return on the investment amount when investing in mutual funds via credit card. Additionally, points of up to 0.26% per year are awarded based on the holding balance of eligible mutual funds. This convenient and beneficial system has gained customer support, and the number of users continues to grow steadily.

<All Transaction Fees Free in NISA>

All transaction fees (trading commissions) for trading (Japanese stocks, U.S. stocks, Chinese stocks, mutual funds) under Monex Securities' NISA are free of charge.

<Distinctive Product Lineup>

・One-Share (Fractional Share) Investment – Buy from Just One Share

Typically, stock investments require trading in lots of 100 shares, necessitating substantial capital. However, with One-Share, you can purchase from just one share regardless of lot size, and purchase fees are free. Additionally, the Japanese stock lump-sum investment service covers all eligible One-Share listed stocks, enabling customers to set up recurring investments in domestic stocks based on their chosen stocks and investment plans.

・ON COMPASS

An investment-discretionary wrap service that supports customers from creating an asset management plan to achieving their goals. Simply answer questions to receive a tailored asset management plan, and then enjoy fully automated investment execution based on that plan. With features like setting target amounts, it is ideal for long-term investment planning, such as saving for the future.

・Monex Activist Fund (Nickname: Japan's Future, Abbreviation: MAF)

MAF, managed using Monex Group's expertise, is a mutual fund that achieves strong performance by thoroughly analyzing domestic companies and engaging in dialogue (engagement) with selected firms to nurture "corporate value." With accolades from external organizations, its proven performance has been widely recognized.

・Sunshine Duration-Linked Bond (Nickname: Individual Monex Bond Summer Festival)

A bond where the annual interest rate is determined by sunshine duration. Unlike traditional financial products linked to specialized indicators (stock prices, exchange rates, interest rates, etc.), this intuitive product enables interest payments linked to sunshine duration, making it easy to understand.

<High-Quality and Abundant Investment Information>

・Monex Stock Scout

A Japanese stock analysis tool launched in 2017, widely supported by customers. It aggregates complex information such as performance and financials into an easy-to-understand format, enabling even those unfamiliar with analysis to conduct company evaluations. "Stock Scout Light," usable without account opening, as well as U.S. and Chinese stock versions, are also available.

・MONEX VISION

Monex Securities' proprietary asset management and analysis service that analyzes customers' asset status and recommends optimal investment balance. Users can visually grasp diversification status through intuitive graphs and use generative AI to identify specific improvement suggestions. Starting June 2026, the service will adopt cutting-edge generative AI technology, automatically displaying advice within existing screens without requiring user chat input.

・Manekuri

An owned media platform delivering essential financial knowledge and perspectives on asset formation, pensions, household budgets, savings, inheritance, and more. It provides a wide range of timely content, from beginner-friendly materials to reports by Monex Securities analysts, market overviews, investment information, and columns.

<Various Customer Touchpoints>

・Docomo

On the d-payment app, we offer the asset-building service "Kantan Asset Management," enabling account opening and mutual fund transactions with Monex Securities. Additionally, to help first-time investors smoothly begin asset building, we provide in-person support at Docomo shops for various settings related to Monex Securities' comprehensive securities accounts.

・SBI Net Bank (Docomo's Bank)

Following SBI Net Bank (Docomo's Bank)'s entry into the Docomo Group in October 2025, a tripartite collaboration framework has been established, integrating expertise in telecommunications, payments, banking, and securities. Ahead of the full launch of this collaboration in August 2026 (planned), we will further enhance digital convenience to deliver a more seamless financial experience.

・AEON Bank

Leveraging AEON Bank's customer base and nationwide branch network alongside Monex Securities' strong product design capabilities and product lineup, both companies deliver high-quality asset-building services to customers.

<Rewards for Integration of Card/Bank/Securities>

A new benefit program will begin, allowing customers to earn d-points by using "Docomo's Bank" and "d-card" or linking their Monex Securities comprehensive securities account.

(Provided by NTT Docomo Financial Group Inc.)

Details: d-point redemption rates increase upon meeting the following conditions:

0.1% for setting up automatic deposits (sweep-in) between "Docomo's Bank" and Monex Securities account

1.4% for using "d-card lump-sum investment" or "d-payment balance lump-sum investment" of 30,000 yen or more

Combined, up to 1.5% in total rewards

For shopping with "d-ca