You're in charge and can choose from a selection of investment options, with easy access to your money when you need it.
Track your portfolio across your PC, tablet or smartphone and receive comprehensive tax reporting for your investments.
Our Australian based support team are here to assist you online or over the phone.
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*.
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.
BT Invest pack (PDF 1.65 MB)
Contains your Investor Guide and Additional Information and Terms Booklet
BT Invest Cash Management Account Pack (PDF 312 KB)
Contains BT Invest Cash Management Account and related Payments Services Terms and Conditions and the Fee and Charges Brochure and Interest Rate Schedule
BT Panorama Financial Services Guide (PDF 259 KB)
Advance Conservative Portfolio Fact Sheet (PDF 122 KB)
Advance Moderate Portfolio Fact Sheet (PDF 121 KB)
Advance Balanced Portfolio Fact Sheet (PDF 121 KB)
Advance Growth Portfolio Fact Sheet (PDF 122 KB)
Advance High Growth Portfolio Fact Sheet (PDF 119 KB)
Pendal Australian Shares Portfolio Fact Sheet (PDF 141 KB)
BT S&P/ASX 20 Shares Portfolio Fact Sheet (PDF 125 KB)
Antares Dividend Builder Portfolio Fact Sheet (PDF 135 KB)
BT Managed Portfolio Proxy Voting Policy (PDF 153 KB)
BT Managed Portfolio Proxy Voting Record (PDF 97 KB)
*Retail Funds Under Administration as at June 2015 for BT, (Source: Plan for Life).