What is an investment Wrap?

An investment Wrap account brings all your investments into the one account through which you can buy and sell shares and managed funds at wholesale rates and borrow to invest.
Your Wrap is your investment headquarters
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All stops Central Station

Your investment Wrap account brings all your investments under the one roof - even if they come from different providers. Instead of holding separate accounts with different service providers, you wrap it all up together in a one-stop shop. A Wrap account typically will include shares, managed funds and cash. With some Wrap accounts, you can even include your Ferrari, pearls and Norman Lindsays.

What can go into an investment Wrap account?

Consolidated reporting

With everything in the one Wrap account, you can choose from a range of different reports on either individual investments, or your entire investment portfolio. This is one of the ways a Wrap account can help you stay in control of your investments.

Your investments at a glance.

It's an investment platform

A Wrap account centralises your investments through an online platform. This means you can access it 24 hours a day and view your portfolio anywhere, any time. You can generally buy and sell shares, transfer money between investments, and switch investments more easily through the centralised platform of a Wrap account.

Your investments at a glance.

Cash at the core

The hub of your Wrap account is a cash account for handling your money flows. You can use this for buying and selling investments, depositing distributions or dividends and paying fees and charges.

Why advisers use Wrap

Wrap accounts are generally only available if you invest through a registered adviser. Many financial advisers recommend a Wrap account because it offers flexibility, investment choice, value, control and ease of management. There may also be tax reasons for considering a Wrap account. Your adviser is the best person to recommend the appropriate Wrap account for you.

Working with your financial adviser.

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Find out more about Wrap
Find a financial adviser using BT's Adviser Referral Program.
Learn about BT's Wrap accounts.