Access your client’s investment holdings in their BT Panorama products.
Log in to BT Panorama for these accounts:
- BT Panorama Super
- BT Panorama Investments
- BT SMSF
- BT CMA
- BT Super Invest & BT Invest
Access your client’s investment holdings in their heritage BT Retail Investments products.
Log in to the BT Investor portal for these accounts:
- BT Classic Investment Funds
- BT Investment Funds
- BT Investor Choice Funds
- BT Premium Cash Fund
Need help to log in to BT Panorama?
Simply select the Need help? Chat now icon on the right side of your log in page and type your question in a few words. For example: “I’ve forgotten my username.”
Past Notices
- BT Retail Investments (BT Investment Funds, BT Classic Investment Funds, BT Investor Choice or the BT Premium Cash Fund):
Find these in the “BT Online” box at the top of the page. 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. - 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).