If your clients account was migrated you can find details of your clients' portfolio by logging in to panoramaadviser.com.au. Here you can find a complete summary of performance history for migrated accounts, as well as tax statements for the last 8 years.
If you require support to use BT Panorama, or if you have any questions please contact your local BT BDM, or chat to us on 1300 784 207.