Instructions for common BT Link calls

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BT Link is an automated telephone service that gives you 24-hour access to your BT account information, letting you make transactions.

How to access BT Link

To access BT Link, you'll need to be an investor in a BT Financial Group investment, superannuation or retirement fund, or hold a BT margin loan. To log in you will need a PIN and your investor number (or member) number.

Haven't been sent a PIN?

Most people would have been sent a PIN when first investing with BT. If you haven't been sent a PIN, complete the appropriate form below and return to BT

You will receive your password within 5 business days of us receiving the form.

Not sure if you have a PIN, or can't remember it?

Call Customer Relations on 132 135 from Australia (+61 132 135 from overseas)

Frequently used BT Link features

Feature Steps
Balance of your funds
  • Dial 132 135
  • Enter your Investor Number (ignore the C) followed by #
  • Enter your BT PIN followed by #
  • Select option 1 at the first menu
  • Select option 1 again at main menu
  • You will hear the total balance of all your funds
  • Select option 2 for a balance of a selected fund
  • BT Link will give the date, dollar balance and unit price of each fund/portfolio (Note: this option does not provide the number of units in each fund/portfolio)
Unit prices (using your Investor Number and BT PIN)
  • Dial 132 135
  • Enter your Investor Number (ignore the C) followed by #
  • Enter your BT PIN followed by #
  • Select option 1 at the first menu
  • Select option 4 at main menu, then option 3
  • You will hear the current unit prices for each of your funds
Unit prices (without using your Investor Number and BT PIN)
  • Dial 132 135
  • Press # when prompted to enter investor no
  • Select option 2 at the first menu
  • Select option 1 for unit prices
  • Select option 1 if you know the specific four-digit fund/portfolio code
  • Enter the four-digit fund/portfolio code followed by #
Order material (including PDSs)
  • Dial 132 135
  • Press # when prompted to enter investor no
  • Select appropriate option for the type of investment product you’re interested in, to talk to one of our Customer Relations Consultants.
Listen to market updates
  • Dial 132 135
  • Enter your Investor Number (ignore the C) followed by #
  • Enter your BT PIN followed by #
  • You will hear any current market updates which have not already been heard previously.

How to make transactions

  1. Dial 132 135
  2. Enter your Investor Number (Ignore the ‘C’) followed by # key
  3. Enter your BT PIN followed by #
  4. Select option 1 at the first menu
  5. Select option 2 at the main menu for transactions

The table below outlines the steps to make particular transactions (if your product allows).

 

Transaction Steps
Redemption
(referred to as
‘Withdrawal’ on
BT Link)
  • Select Option 1
  • Dial 1 to enter the four-digit fund/portfolio code for the fund/portfolio you wish to redeem from, followed by #, or:
  • Dial 2 to listen and choose from a list of funds you can withdraw from
  • BT Link will confirm the balance of the fund you have chosen to make a withdrawal from
  • To confirm this is the fund you wish to make a withdrawal from, dial 1, or
  • To select a different fund, dial 2
  • Upon confirmation of the correct fund, BT Link will give you the most recent unit price
  • Select option:
    1. to enter a dollar amount to withdrawal
    2. to perform a full withdrawal from that fund/portfolio
  • Dial 1 to confirm the withdrawal - you will be issued with a transaction number, or
  • Dial * to cancel

Please note: there is no option for a full redemption from all funds/portfolios. A separate transaction would be required for each fund/portfolio.
Switch
  • Select option 2
  • Dial 1 to enter the four-digit fund/portfolio code of the fund/portfolio you wish to switch OUT of, followed by # , or
  • Dial 2 to listen and choose from a list of funds you can switch OUT of
  • BT Link will confirm the balance of the fund you have chosen to make a switch OUT of
  • To confirm this is the fund you wish to make a switch OUT of, dial 1, or
  • To select a different fund, dial 2
  • Dial 1 to enter the four-digit fund/portfolio code of the fund/portfolio you wish to switch INTO, followed by #; or
  • Dial 2 to listen and choose from a list of funds you can switch INTO
  • To confirm this is the fund you wish to make a switch INTO, dial 1, or
  • To select a different fund dial 2
  • To choose the amount to be switched, select
    1. to switch a dollar amount
    2. for a full switch followed by #
  • Select your distribution option (if applicable):
  • BT Link will then confirm all of the transaction details, conditions relevant to the transaction and the effective date of the transaction *
  • Dial 1 to confirm the switch - you will then be issued with a transaction number
  • Dial * to cancel the transaction
Application (referred to as
‘Investment’ on
BT Link)
  • Select option 3
    BT Link will then confirm the conditions of proceeding with the transaction
  • Enter the four-digit fund/portfolio code  of the fund/portfolio you wish to deposit money into, followed by #
  • BT Link will then confirm the bank account details where the deposit is to come from - dial 2 to confirm
  • Confirm this is the correct fund, dial 1
  • Enter dollar amount to deposit followed by #
  • Confirm this is the correct dollar amount
  • Select your distribution payment option (if applicable):
  • BT Link will then confirm all of the transaction details, conditions of the application and the effective date of the transaction 1*
  • Dial 1 to confirm the application - you will then be issued with a transaction number
  • Dial * to cancel the transaction
* Transaction through the Application, Switch, or Redemption will be based on next business day's unit price released at 4.00 p.m.