Monex Group regards financial inclusion as a key management issue.
By leveraging digital technologies and partnerships, we are creating an environment in which more people, regardless of region or experience, can participate in asset building.
Through our diverse businesses spanning securities, crypto assets, and asset management, we are working to expand investment opportunities while lowering barriers to participation, thereby building a foundation that supports sustainable asset building.
Monex, Inc. is expanding its customer base by providing its securities platform to other financial institutions.
Drawing on our alliance with NTT DOCOMO, we are making progress on a three-company collaboration that also includes DOCOMO SMTB Net Bank and we are working to create new customer touchpoints that integrate telecommunications, banking, and securities.
In January 2026, we began offering in-person support at docomo Shops to assist customers with opening securities accounts and applying for NISA, providing an environment in which first-time investors can start building assets with confidence.
We also continue to provide securities services to bank customers through partnerships such as our collaboration with AEON Bank, expanding access for those whose use of financial services has been limited.
On the products and services front, in July 2025 we launched the “Easy Asset Management” asset-building service that allows users to easily open a comprehensive securities trading account with Monex, Inc. and set up regular mutual fund investments directly from the d Payment® app.
By enabling the purchase of mutual funds with points, the service lowers barriers to entry for first-time investors and helps us acquire new customer demographics.
We are also working to reduce usage barriers by improving UI/UX, and in February 2026 we carried out a complete renewal of our U.S. equities trading service. Through these initiatives, the number of comprehensive securities trading accounts surpassed 3 million in July 2026. In August 2026, we also launched the “MONEX MCP Server,” which supports ChatGPT plugins. We will continue to respond to the diversification of information access as generative AI becomes more widespread.
Through these initiatives, the number of comprehensive securities trading accounts surpassed 3 million in July 2026. In August 2026, we also launched the “MONEX MCP Server,” which supports ChatGPT plugins. We will continue to respond to the diversification of information access as generative AI becomes more widespread.
TradeStation is working to enhance financial inclusion by expanding its customer base globally.
To acquire customers in Europe and the Middle East, it opened a business location in the Netherlands and launched TradeStation Europe in May 2026, beginning to provide services across the European Union. Through these efforts, it is strengthening its framework for providing services to investors in the region.
In addition to its service for individual investors, TradeStation is also enhancing its services for corporate clients such as family offices, to further broaden its customer base.
By tailoring services to customer needs, it is creating an environment in which a diverse range of investors can use its services.
Coincheck has launched “Coincheck CaaS (Crypto as a Service),” an embedded financial service that enables partners to integrate crypto-asset trading functionality through APIs, and is expanding its customer base through partnerships with Credit Saison, KDDI, and Mercoin.
It also maintains a high level of app downloads and continues to expand its individual user base.
Coincheck is also expanding its services for corporate clients, and with the number of corporate accounts surpassing 10,000 in 2026, non-financial business companies enjoy an increasingly broad range of opportunities to utilize crypto assets.
In the asset management domain, we are expanding the number of partnering financial institutions and users for ON COMPASS, a discretionary investment management service that provides customers support from the creation of an asset management plan through to the achievement of their goals.
This robo-advisor-based service is easy to use even for customers with limited investment experience and knowledge, and it continues to grow.
Moreover, the Monex Activist Fund, which addresses the diverse asset-management needs of individual investors, is also seeing significant growth in assets under management.
