Register

BT Adviser Exchange

Use BT Adviser Exchange to access your client's investment details for managed funds, margin loans and superannuation funds. To register, please complete and sign the Online Access Request Form (PDF, 70KB) then return to the BT Priority Adviser Line:

Fax
(02) 9274 5641

Mail
GPO Box 2675
Sydney NSW 2001

Wrap Adviser registration

Independent Financial Advisers

If you would like to register for BT's wrap service please contact Wrap Adviser Relations on 1300 360 899.

Once you have registered for the website you will be issued with a user name and password. These will usually be mailed to you within 5 business days. If you register your staff, their passwords and user names will be sent to your mailing address for security reasons.

When you have your user name and password you can access the secure Wrap adviser website for online transactions - including client registration, online reports and more.

If you have any questions about registering to use BT's wrap service please email us.

Other Wrap users

If you belong to a:

  • Financial Planning Dealer Group
  • Broking firm
  • Accounting firm
  • Private banking firm
  • Other organisation who may benefit from using a Wrap,

please contact your head office for details about whether your organisation provides a Wrap Service to its members through BT, or call BT to speak to Wrap Adviser Relations on 1300 360 899.

BT Research Centre

Investment professionals can access detailed BT information online via a secure section of this website.

Fax your completed registration form to (02) 9274 5786 and we will contact you with your username and password details shortly after.