If you have Westpac employee share plan (ESP) shares that have vested, you may be able to transfer them to your BT Invest account and have full visibility from your Westpac Live online banking.
Ready-made, managed portfolios.
If you’re new to investing but don’t know where to start you can choose from one of five expertly selected, ready-made managed portfolios, each with varying risk and diversified asset allocations. You simply choose the portfolio and we’ll do the rest.
Build your own portfolios.
You can build your own portfolio from a selected range of investment choices. From shares, managed funds, managed portfolios and term deposits – you can choose what you want all from one place.
Simply log into Westpac Online Banking to open an account in minutes. No fees or costs are incurred in opening an account, allowing you to explore the available investment options. Fees only apply once you make your first deposit into your BT Invest Cash Management Account.
If you don't have a Westpac bank account, you can open an everyday banking account in 3 minutes. You can then complete your pre-filled BT Invest application via Westpac Online Banking.
Employee & Family Offers
To access employee and family offers go to the BT Intranet Page, Click BT Panorama, then click BT Panorama Employee and Family Offers.
Employee Share Transfers
To determine if you are eligible to transfer your vested employee shares contact Customer Relations on 132 135
# BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT CMA). Together, these products are referred to as the BT Invest products.
A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 889 635 or by visiting btinvest.com.au/documents. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Invest products.
BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the BT Invest products, an investment in, or acquired using, the BT Invest products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the BT Invest products.
Westpac Choice account and Westpac Live Online Banking (Westpac products) are issued by Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 (Westpac).
This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service, including the Terms and Conditions or PDS, before deciding.