Using BT Online

Accessing BT Online

If you are an investor in a BT managed fund, superannuation or retirement investment, or hold a BT Margin Loan, you can access and manage your BT accounts via BT Online. Once you're logged in, you can:

  • View your unit holdings and check the value of your investment
  • View your transaction history and perform transactions
  • Update your address and contact details (not available for members in employer-sponsored superannuation plans)

Most people would have been sent a password when first investing with BT. If you do not have this, please contact us.

I have forgotten my password

Important: Lost or stolen password?

If you believe your BT Online password or PIN is, or may be, known by someone else, you can

  • change your password online or

  • call us immediately on 132 135 from Australia (+61 132 135 from overseas) and request your BT Online account be made inactive.

Is your email address up to date?

For security reasons we will only send a new password to the one we have on file.

Investors

For BT Online users

  • By phone
    Call 132 135

For Margin Lending

  • Call us on 1800 816 222

For BT Wrap and SuperWrap login

  • Contact your adviser

Employers

  • Online
    Reset your password or unlock your account

  • By a colleague with a QuickSuper login
    They can reset your password or unlock your account under the Administration menu on the My Details page

  • By phone 
    Call us on 1300 553 010

Advisers

For BT Adviser Exchange

For BT Wrap

  • Call us on 1300 360 899

BT Corporate Accounts

By phone

  • Call us on 1800 813 886

 

 

The login page says I’m locked out – now what?

For security purposes, this website will lock your accounts from access if there have been three unsuccessful login attempts.

If this happens, please contact BT Customer Relations on 132 135 and we’ll unlock your account for you.

Why does my login time out?

If you’re logged into the secure section of this website but your session is inactive (for instance, if you’re called away from your computer or leave your session open accidentally), your session will be automatically closed after 10 minutes of inactivity.

You can visit other websites for up to 10 minutes and return to the BT website session without having to log in again.

Why can’t I send confidential information to BT via email?

Security of client information is very important to us. Unfortunately, without encryption software, email sent over the Internet is not secure.

We recommend that BT investors do not send their BT PIN or BT Password over the Internet via email. We’re also unable to accept changes of address or requests for BT PIN re-issue via email. You can, however, change your address once you’ve logged in.

We’re currently working on secure email solutions and we’ll advise you when we’re able to offer this service.

Why hasn’t my Account Summary been immediately updated?

When you conduct a transaction on our website, it won’t appear in your Account Summary until it’s been fully processed. However, in the interim you can view the transaction in the Latest Online Transaction Report.

Why hasn’t the application I sent last week shown up on my unit holdings page?

Once we receive an application it may take up to seven to ten working days to process and for it to appear on our website. Your application will be processed at the entry price last quoted for the business day on which we receive your application in Australia (if a valid application is received by us before 4 pm Sydney time).

If you’ve received confirmation of your investment but it hasn’t appeared on the Unit Holdings page, please check that the Investor Number on your confirmation is the Investor Number you are using on the website. If you have any concerns about your investment please contact us.

Why do I have to log out of the secure section of BT website?

BT website gives you access to your personal account details and lets you perform transactions online. To help you keep this information and these transaction functions secure, you’ll be asked to log out when you leave the secure areas of the website. Also, if you haven’t been active for 10 minutes during your online session, you’ll be automatically logged out.

What’s a BT PIN?

A BT PIN is a code that lets you access your investment information or register to access this info online. BT Funds Management will issue you with a BT PIN when you invest via a Product Disclosure Statement (PDS) or upon your request.

For maximum security, please ensure your BT PIN is kept separately from your Investor Number. Other security checks used by BT Funds Management include your Investor Number and personal details.

If you have more than one Investor Number, you’ll be issued with a separate BT PIN for each Investor Number.

How do I link my accounts

If you have more than one BT account (such as a managed fund, superannuation or margin loan) you can link your accounts together to streamline logging in.

  • Decide which account to use to access all your investments. This will be your 'primary account'

  • Log in to the secure section of this website using your ‘primary account’ Investor Number.

  • Select Account Administration, then select Link Investment

  • Add an account by entering the Investor Number and BT PIN

What you need to know when linking accounts

  • After linking you’ll only use the Investor Number and BT PIN for your primary account to access all your linked accounts.
     

  • Any parties who know the investor number and BT PIN of your primary account have the ability to view and transact on your linked accounts. It’s important to consider this before making a joint account your primary account.
     

  • You can change your primary account at any time. Your password will be transferred to your new primary account and your consolidated view remains.
     

  • You can also unlink accounts by selecting account administration > unlink investment.

Please also refer to our guide to Using BT Websites for more information.