Korea Investment & Securities Introduces Industry's First 'Real-time Total Pension Asset Evaluation' Feature

Real-time Balance Tracking for Pension Accounts
Including ETFs, REITs, and Cash-Equivalent Assets

Korea Investment & Securities announced on August 10 that it has introduced the 'Real-time Total Pension Asset Evaluation' feature for the first time in the industry. Through platforms such as its Mobile Trading System (MTS), users can now easily check even the real-time changes in the balances of cash-equivalent assets that were not previously provided in pension accounts.

The newly introduced feature enables users to monitor in real-time the balance changes of assets such as Exchange-Traded Funds (ETFs), REITs, listed infrastructure funds, and cash-equivalent assets in each account as well as through the total assets menu. Previously, changes in cash balances from ETF investments were only reflected on the screen on the actual settlement date (D+2 days). With this upgrade, users can now instantly grasp the status of their assets at a glance.

The company explained that this is part of an MTS upgrade in response to a surge in ETF investments within pension accounts. Korea Investment & Securities has previously launched features to enhance non-face-to-face pension investment convenience, such as an automatic installment purchasing service for ETFs and an on-exchange bond trading service through their MTS.

To commemorate the launch of the service, an event will be held until September 30. Customers who transfer assets held in personal retirement pension (IRP) and defined contribution (DC) accounts from other financial institutions to Korea Investment & Securities will receive a mobile gift certificate worth 30,000 won (choice of Naver Pay, Shinsegae gift certificate, or Baedal Minjok voucher).

Choi Jongjin, Head of the Pension Innovation Division at Korea Investment & Securities, said, "We have enhanced the service so that any customer can confidently check their real-time balances while managing pension investments," adding, "We will further strengthen our differentiated pension services to make asset management more convenient and intuitive."

This content was produced with the assistance of AI translation services.