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    2. BT Panorama user hub
    BT Panorama user hub

    Skip the queue for BT Panorama help

    If you or your team have questions on how to perform certain tasks or actions on BT Panorama, there are a number of easy-to-use resources to help you quickly access the information you need, allowing you to skip the call centre queue. 

    On-screen help on BT Panorama

    BT’s virtual assistant Blue: our chatbot responds to common queries and helps you navigate BT Panorama 24/7.

    Click-to-chat: Chat with a BT customer service representative from your computer to get real time answers to your questions.

    Online navigation assistance: An interactive tool integrated into BT Panorama to help you navigate step-by-step through key tasks such as how to initiate an asset transfer, or how to amend ongoing advice fees.

    To view instructions on how to use the above functions, register for our BT Academy training hub and go to the ‘Navigation on Panorama’ course. 

    Register here

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    Live ‘How to’ webinars

    Register now for one of our live ‘How to’ sessions. In these sessions our team will show how to action the key tasks we have been receiving questions on, as well as giving you the chance to ask questions directly to our experts.

    • Session 1 - Tuesday 22 June

      This session covers:

      • Fast track your way to help and support
      • Amending client details
      • Centrelink schedules
      • Linking bank accounts


      Watch now

    • Session 2 - Wednesday 23 June

      This session will cover the Client Investment Functionality:

      • CIS
      • Priority Sell Method
      • Family Grouping
      • Next steps - BT Academy course



      Watch now

    • Session 3 - Thursday 24 June

      This session will cover the transfers within Super:

      • Switching between super/pension phases
      • Account transfers
      • Pension resets
      • Next steps - BT Academy course - coming soon


      Watch now

    • Session 4 - Tuesday 29 June

      This session covers:

      • Onboarding new accounts


      Watch now

    • Session 5 - Thursday 1 July

      This session covers:

      • Advice fee and client consent overview


      Watch now

    Complete online training

    Register to access BT Panorama courses, delivered on our new interactive training portal and designed to show you how to maximise the benefits delivered by BT Panorama’s functionality.

    Here are some examples of the courses you will have access to:
    • Navigation for BT Panorama
    • Opening new accounts
    • Transactions and investments
    • Panorama for business

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    On-demand training sessions

    View one of our pre-recorded BT Panorama 'How to' webinars, available on a range of topics. Just click on the name of the session below to view the video.

    - Navigation for BT Panorama
    - Opening new accounts
    - Transactions and investments
    - Monitoring and reporting
    - Super and pension
    - Digital consent with integrated ROA
    - BT Panorama's SMSF solution
    - Adviser portfolios
    - Changes to advice fees on BT Panorama
    - Listed security holding options
    - Cash Investment Strategy

    Additional short tutorials are also available here

    Portfolio valuations

    Get help

    Of course, our call centre team can help you on 1300 784 207 if you still have questions however the current high volumes of calls are causing extended wait times. 

    Call 1300 784 207