How this works

  • Fill out the secure online application in about 10 minutes (If you're a Westpac customer, you can sign in to skip a few steps)

  • Get identified instantly online

  • Receive your account information by email

Who can apply

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    You must be over 18 and living in Australia

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    You must have an email address and Australian mobile number

Information you will need

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    Personal details

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    At least 1 of the following: Australian driver's licence, Medicare card or passport


    Tax file number - TFN is optional but tax may be withheld if you don’t provide it

Before applying

You should take the time to read through the following disclosure documents and ensure this product meets your needs:

Start your application

Are you a Westpac customer?

Signing in with your Westpac details will prefill some information and speed up the process.

Things you should know

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 Invest 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 881 716 or by clicking here. 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 Invest 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.