The BT Margin Loan was rebranded to the Westpac Margin Loan on 3 June 2024. If you have any further queries, please contact Westpac Margin Lending on 1800 816 222 Mon-Fri 8:30am-5:30pm (Sydney time) or visit the Westpac Margin Lending website to find out more.
BT Super and BT Super for Life products were transferred to Mercer Super on 1 April 2023 and are no longer available.
For more information please visit mercersuper.com.au/bt or call 1800 682 525 Mon to Fri 8am – 7pm (AEST).
BT Retail Investments (BT Investment Funds, BT Classic Investment Funds, BT Investor Choice or the BT Premium Cash Fund): On 26 August 2024 we transitioned our existing registry and customer services teams with our new teams servicing investors for BT Retail Investments. View updates and more information on the transition.
BT Panorama's operating system delivers efficiency in the management of your clients investments, SMSFs and superannuation.
Need help?
Say hello to BLUE, your 24/7 virtual assistant. Select the Need help? Chat now icon on the right side of your page on panoramaadviser.com.au and ask your question in a few words.
Access your client’s investment holdings in their BT Retail Investments products.
Register for our next webinar:
Wednesday 04 December 2024 – 12:00pm AEDT
Episode 116 | Australia’s economy, geopolitics and US fiscal uncertainty
Donald Trump’s re-election to the US Presidency and a Republican majority in Congress opens the door to significant economic reform.
Log in to BT Panorama for these accounts:
Need help? Say hello to BLUE, your 24/7 virtual assistant.
Select the Need help? Chat now icon on the right side of your page on panoramainvestor.com.au and ask your question in a few words.
Log in to the BT Investor portal for these accounts:
Log in to Managed Accounts for your BT account managed by your adviser.