Samsung Securities says tax-advantaged accounts make up 70% of Stock Accumulation users

  • Samsung Securities reported broader use of Stock Accumulation across tax-advantaged and other accounts.
  • About 70% of accounts and roughly two-thirds of transaction value involved tax-advantaged accounts.
  • Samsung Securities plans batch setup, improved notifications, and broader investable assets.

Samsung Securities said tax-advantaged accounts, including brokerage ISAs, pension savings and retirement pensions, represented about 70% of accounts using its Stock Accumulation service after two years. These accounts also generated roughly two-thirds of transaction value. The service lets customers schedule recurring purchases of domestic and international stocks, ETFs and gold spot across multiple account types. Retention is high, with 91% of customers subscribed for at least six months still using the service, while 67% of users operate at least two accumulation plans. Product preferences differ by account type, but demand for U.S. benchmark index ETFs spans all age groups. Samsung Securities said the platform is increasingly serving younger investors building systematic investment habits, older customers preparing for retirement and tax savings, parents managing children's assets, and corporate clients handling recurring funds. The company plans to introduce batch setup for multiple securities, improve notifications and expand investable assets.

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