Announcement of Group Company's Release
TOKYO, April 27, 2026 - Monex, Inc., a group company of Monex Group, Inc., issued the following press release.
Attachment: Monex, Inc. press release
Monex Securities Mutual Funds Assets Under Custody Exceed ¥3 Trillion
Contact: Akiko Kato, Mina Watanabe Corporate Communications Office Monex Group, Inc.
+81-3-4323-3983
Eichi Inada, Taishi Komori, Yuho Matsuura Investor Relations, Financial Control Department Monex Group, Inc.
+81-3-4323-8698
This material is an English translation of a Japanese announcement made on the date above. Although the Company intended to faithfully translate the Japanese document into English, the accuracy and correctness of this English translation is not guaranteed and thus you are encouraged to refer to the original Japanese document. This translation was made as a matter of record only and does not constitute an offer to sell or to solicit an offer to buy securities in the U.S.
Press Release
Monex Securities Mutual Funds Assets Under Custody Exceed ¥3 Trillion
Monex, Inc. (Headquarters: Minato-ku, Tokyo; Member of the Board, President and Executive Director: Yuko Seimei; hereinafter "Monex Securities") announces that, thanks to the support of many investors, its mutual funds asset under custody* exceeded ¥3 trillion as of April 2026.
Since its founding, Monex Securities has consistently worked to create an environment where individual investors can steadily build their assets.
In recent years, we have been promoting the "Asset Gathering Model," which focuses on increasing our customers' assets. In addition to expanding our lineup of mutual funds, we have enhanced the
conditions of our "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, we have 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.Through these initiatives, we have gained strong support not only from new customers but also from long-standing customers. As a result, our 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. (Headquarters: Chiyoda-ku, Tokyo; President and Chief Executive Officer: Yoshiaki Maeda; hereinafter "DOCOMO") in January 2024. We plan to launch services leveraging this collaboration with DOCOMO and Sumishin SBI Net Bank, Ltd. (Headquarters: Minato-ku, Tokyo; President and Chief Executive Officer: Noriaki Maruyama) scheduled for August 2026. We will continue to advance the provision of products and services that customers choose.
*The mutual funds balance refers to the total balance of domestic mutual funds (excluding MRFs), foreign mutual funds (including MMFs), iDeCo, and ON COMPASS.
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