With the BT Panorama app, advisers and investors can access their account anytime, anywhere.

For advisers

With BT Panorama, you can take your business with you.

  • Business overview dashboard – view a summary of your total funds under administration, active accounts, net flows and fees.

  • Search client account details, total portfolio balance and performance – all on one screen.

  • Drill down into market information for shares and managed funds in your clients’ portfolios, giving you a quick snapshot on the latest prices, asset performance and key information.

  • Buy, sell and track orders* for term deposits, managed funds, managed portfolios and listed securities.

  • Check environmental, social and governance sustainability scores for investments.

  • View clients' cash account summary, and make payments on behalf of clients to existing accounts, where authorised.

* Where applicable for the asset type.

For investors

Do it all. Wherever you are.

  • Fast sign in on the go with our new 4-digit passcode or fingerprint technology.1

  • View your cash account summary

  • Make payments and deposits

  • Add payee and BPAY®² accounts

  • View the transaction history of your BT Cash Management Account or transactional cash account

  • View scheduled transactions

  • View your total portfolio balance and performance by investment including any term deposit, listed securities, managed fund and managed portfolio investments

  • Review your quarterly or annual statements

1 Where your phone supports this technology
² Registered to BPAY Pty Limited ABN 69 079 137 518

This app is only available for BT Panorama advisers and investors. Internet connection is required to access the BT Panorama app. Normal data charges apply. Apple, the Apple logo, iPhone are trademarks of Apple Inc. Registered in the US and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. You must be an Australian resident to use this app.

Download the app today

If you have a BT Panorama, BT Invest, BT Super Invest or BT SMSF account, download the mobile app to access your account anytime, anywhere.
 

New advisers

BT Panorama is an innovative wealth management platform that seamlessly integrates with your business model, increasing efficiency and leaving you with more time to deliver value to your clients.

New investors

With BT Invest you have access to BT Panorama, an award-winning^ online platform, to help you invest no matter what your level of experience or wealth.
 

^ BT Panorama was named Winner of the Investment Trends 2018 & 2019 Platform Competitive Benchmarking and Analysis Report: Best Mobile Platform. © Westpac Banking Corporation