"Easy Savings App" is a dedicated app for saving investment trusts provided by SBI SECURITIES.
Equipped with a function that allows you to make fund proposals and collectively reserve funds according to your risk tolerance!
We provide an environment where you can check the holding status of investment trusts and set up reserves at any time.
It is also recommended for those who do not want to continue managing household accounts, but who want to start investing steadily and for those who are new to investing!
[Introducing the features of the “Easy Savings App”]
■ Feature 1: Savings can be set without hesitation with savings style diagnosis
We will diagnose your investment preferences and propose funds that match your investment style!
Furthermore, it is possible to reserve multiple funds at once!
■Feature 2: You can freely set the order frequency when choosing your own funds
In the fund setting of investment trusts, the frequency of ordering once a month is the mainstream, but with this app, you can set the frequency up to every day!
■ Feature 3: Tsumitate NISA transactions are possible
If you have a Tsumitate NISA account that allows you to receive income and distributions tax-free, you can set up reserves and sell them with this app!
■ Feature 4: Enhancement of information about funds such as ranking and search function
We have a wealth of information to help you find and choose a fund, such as rankings related to investment trusts, and a function to narrow down your search based on the characteristics of the fund!
[Main functions]
■ Home
It is possible to check the performance results and reserve schedules related to investment trusts all at once.
■ Account management
It is possible to check the contents of the reserve setting of investment trusts in a list.
It is possible to check the holding contents and appraisal value of investment trusts held. You can also sell your investment trusts.
It is possible to check the amount available for purchase and the amount available for tax exempt accounts such as NISA.
■Fund Ranking
You can check popular funds as savings.
・ Reserve amount ranking
・ Ranking of the number of reserve settings
■ Fund search
It is possible to narrow down by conditions such as no purchase fee (no load), or to directly search for the name of the fund.
■ Individual issue
·summary
·achievement
It is possible to check the base price chart and total return.
·evaluation
It is possible to check the 5-level evaluation and analysis of fund performance by Wealth Advisor Co., Ltd.
·Detailed information
■ Savings style diagnosis
By simply answering questions in the robo-advisor format, it is possible to propose a combination of recommended funds and set a reserve for multiple proposed funds at once.
Tsumitate NISA Portfolio
For customers who can use Tsumitate NISA, it is possible to set up multiple funds at the same time as if they were shopping in a cart.
■ Contract History/Order Inquiry/Cancellation
■ Deposits and withdrawals
In addition to this application, SBI SECURITIES has a dedicated application for trading stocks, FX, futures and options (first OP).
[Notes]
When using this application, be sure to confirm and agree to the "Easy Reserve App Terms of Use" (Easy Reserve App Terms of Use URL http://search.sbisec.co.jp/v3/ex/terms_apps_kantantsumitate.html) please give me. In order to actually use the “Easy Savings App” to make investment trust transactions, it is necessary to open a general securities account with SBI SECURITIES.
In addition, some information cannot be confirmed with this application alone, so it is necessary to check it on our website (https://www.sbisec.co.jp/ETGate/) as necessary.
SBI SECURITIES Co., Ltd. Financial instruments business operator Kanto Local Finance Bureau Director (Kinsho) No. 44, Commodity futures trading business member association/Japan Securities Dealers Association, Financial Futures Association, General Incorporated Association Type 2 Financial Instruments Business Association, Japan STO Association, Japan Commodity Futures Association
Equipped with a function that allows you to make fund proposals and collectively reserve funds according to your risk tolerance!
We provide an environment where you can check the holding status of investment trusts and set up reserves at any time.
It is also recommended for those who do not want to continue managing household accounts, but who want to start investing steadily and for those who are new to investing!
[Introducing the features of the “Easy Savings App”]
■ Feature 1: Savings can be set without hesitation with savings style diagnosis
We will diagnose your investment preferences and propose funds that match your investment style!
Furthermore, it is possible to reserve multiple funds at once!
■Feature 2: You can freely set the order frequency when choosing your own funds
In the fund setting of investment trusts, the frequency of ordering once a month is the mainstream, but with this app, you can set the frequency up to every day!
■ Feature 3: Tsumitate NISA transactions are possible
If you have a Tsumitate NISA account that allows you to receive income and distributions tax-free, you can set up reserves and sell them with this app!
■ Feature 4: Enhancement of information about funds such as ranking and search function
We have a wealth of information to help you find and choose a fund, such as rankings related to investment trusts, and a function to narrow down your search based on the characteristics of the fund!
[Main functions]
■ Home
It is possible to check the performance results and reserve schedules related to investment trusts all at once.
■ Account management
It is possible to check the contents of the reserve setting of investment trusts in a list.
It is possible to check the holding contents and appraisal value of investment trusts held. You can also sell your investment trusts.
It is possible to check the amount available for purchase and the amount available for tax exempt accounts such as NISA.
■Fund Ranking
You can check popular funds as savings.
・ Reserve amount ranking
・ Ranking of the number of reserve settings
■ Fund search
It is possible to narrow down by conditions such as no purchase fee (no load), or to directly search for the name of the fund.
■ Individual issue
·summary
·achievement
It is possible to check the base price chart and total return.
·evaluation
It is possible to check the 5-level evaluation and analysis of fund performance by Wealth Advisor Co., Ltd.
·Detailed information
■ Savings style diagnosis
By simply answering questions in the robo-advisor format, it is possible to propose a combination of recommended funds and set a reserve for multiple proposed funds at once.
Tsumitate NISA Portfolio
For customers who can use Tsumitate NISA, it is possible to set up multiple funds at the same time as if they were shopping in a cart.
■ Contract History/Order Inquiry/Cancellation
■ Deposits and withdrawals
In addition to this application, SBI SECURITIES has a dedicated application for trading stocks, FX, futures and options (first OP).
[Notes]
When using this application, be sure to confirm and agree to the "Easy Reserve App Terms of Use" (Easy Reserve App Terms of Use URL http://search.sbisec.co.jp/v3/ex/terms_apps_kantantsumitate.html) please give me. In order to actually use the “Easy Savings App” to make investment trust transactions, it is necessary to open a general securities account with SBI SECURITIES.
In addition, some information cannot be confirmed with this application alone, so it is necessary to check it on our website (https://www.sbisec.co.jp/ETGate/) as necessary.
SBI SECURITIES Co., Ltd. Financial instruments business operator Kanto Local Finance Bureau Director (Kinsho) No. 44, Commodity futures trading business member association/Japan Securities Dealers Association, Financial Futures Association, General Incorporated Association Type 2 Financial Instruments Business Association, Japan STO Association, Japan Commodity Futures Association
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