How to set up your BT Panorama account, your client’s account, update your client’s details, carry out trades or transactions and reporting.
Quick start guide for new users has tips on how to onboard new clients, access client reports and learn how to use the digital consent functionality.
Download guide
An overview of the mobile app functionality that can be used by an adviser or an investor.
Our welcome video assists clients with completing some day-to-day account activities.
Watch video
Access an account implementation checklist for super and pension.
Download checklist
As a security measure, new linked bank accounts require a verification process.
Verify linked bank account flyer — adviser added
Verify linked bank account flyer — client added
How to register your clients on BT Panorama.
Access an account implementation checklist for investments.
Download checklist
Introduce BT Panorama to your clients.
Download flyer
How to add and verify a new linked bank account for your client.
Watch video
How to register your clients for BT Panorama.
Download how to guide
Onboard your clients with this email sample text.
Download email template
How to navigate to intra account transfers and carry out the transfer.
How to transfer your client's assets into BT Panorama.
How to execute an investment order within managed accounts.
Learn how to use digital consent for investment orders.
Learn how to create a record of advice (ROA) for corporate actions and gain consent digitally.
Watch video
Learn how to utilise the digital consent functionality for advice fees.
Learn how-to switch between super or pension phases.
Changing of phases without opening or closing a BT Panorama account.
Learn how-to carry out a pension reset.
Register for BT Panorama training
Short training courses to help you get the most out of BT Panorama.
Sign into BT Panorama to get support
Access BT's virtual assistant, Blue, for all common queries, new help tutorials and a comprehensive help section.
Download the BT Panorama app: 
