Invest your way

You're in charge and can choose from a selection of investment options, with easy access to your money when you need it.

Easy to manage

Track your portfolio across your PC, tablet or smartphone and receive comprehensive tax reporting for your investments.

Expert support

Our Australian based support team are here to assist you online or over the phone.

Expert you can trust

As Westpac's wealth expert and one of Australia's leading investment managers, BT has been helping Australians invest since 1969 and has more than $130bn in funds under administration*.

  • Currently only available to existing Westpac customers.
  • All people in Australia that are 18 years or older.
  • Those who can maintain  a minimum balance of $100 in the transaction account.   
  1. Open a BT Invest account in about 10 minutes. 
  2. Make an initial deposit and choose between Ready-made or Build your own portfolios. 
  3. Start investing. 

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. 

  • Choose from five ready-made managed portfolios - monitored for you by investment experts
  • View your portfolio side by side with your online banking
  • Make tax time easy with simple tax reporting

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.

  • Track performance across your portfolio with real time online reporting and one easy login
  • View and manage all your investments in one place, side by side with your online banking
  • Save time on your tax with a consolidated tax statement

Open an account

BT Invest is not available to new investors from 11 February 2022. Existing customers in BT Invest are not impacted by the closure to new investors and will continue to have access to all features and functionality of the product.

I just want a share portfolio

I want to invest my super

Documents and downloads

Target Market Determination(s) are available at​tmd

Things you should know

*Retail Funds Under Administration as at June 2015 for BT, (Source: Plan for Life). 

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.