Monex Securities today announced that, thanks to the support of many investors, its mutual funds asset under custody exceeded ¥3 trillion as of April 2026.

In recent years, Monex Securities has been promoting the “Asset Gathering Model,” which focuses on increasing its customers’ assets. In addition to expanding its lineup of mutual funds, the company has enhanced the conditions of its “Mutual Fund Holding Points” program—under which points are awarded based on the balance of mutual funds held—by increasing the maximum reward rate to 0.26% per annum.

Furthermore, Monex Securities has been diversifying purchase methods, including point-based purchases and periodic investments in mutual funds, the “d Payment balance accumulation” plan, and the JCB credit card-based periodic investment service launched in March 2026.

As a result, Monex Securities’ mutual fund balance has steadily increased, rising by approximately JPY 1 trillion over the past one year and ten months.

Furthermore, Monex Securities entered into a capital and business alliance with NTT DOCOMO Inc in January 2024. Monex plans to launch services leveraging this collaboration with DOCOMO and Sumishin SBI Net Bank, Ltd, with the launch scheduled for August 2026.