To access BT Online or BT Link, you'll need:
Most people would have been sent a password when first investing with BT.
Complete the appropriate form below and return to BT at the address on the bottom of the form. Alternatively, call customer relations to arrange registration over the phone.
If you are a BT Wrap, SuperWrap or Private Client account holder, contact us to enquire about registration.
If you already have a BT Plan but have not signed up to use the online services, you can register online to use BT Online Employer (BTOE) (opens in a new window). Simply follow the prompts in the screen.
You will receive your username via email, and your password will be posted to you for security reasons.
Once you have your user name and password, you can log into BTOE to do the following:
Download the BTOE Easy User Guide (PDF, 2MB) for step-by-step instructions on how to use BTOE.
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, 174 KB) then return to the BT Priority Adviser Line:
(02) 9274 5641
GPO Box 2675
Sydney NSW 2001
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:
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.
Corporate account holders (institutional investors, master fund operators, wrap account operators or asset consultants invested in BT managed funds, superannuation or retirement investments) can access their accounts online via a secure section of this website. After registering to use this section you can access:
Use the forms below to register or amend your access. Fax your completed registration form to (02) 9274 5786.