The BT Panorama mobile app allows advisers and investors account access on their mobile – anytime, anywhere. ¹ Enjoy fast, secure sign-in on the go with Face ID, 4 digit passcode, or fingerprint technology. ² Or simply use your BT Panorama username and password.
BT Panorama mobile app for advisers
Allows advisers easy access to business overview details and client accounts. Features include:
• Business overview dashboard – track your total funds under administration, active accounts, net flows and fees
• Expanded horizontal view for all charts
• Client search function including recently accessed accounts
• View client account details and total portfolio value
• View client investment details including external assets and transaction history
• Trade all investment types and track the progress of investment orders
• Access market information including news and environmental, social and governance sustainability scores for investments
• Make payments on behalf of clients to existing accounts, where authorised
• View messages and alert notifications
BT Panorama mobile app for investors
Allows investors to make deposits, pay bills, and have visibility across their portfolio. Features include:
• Portfolio overview – view summary of your portfolio value and performance
• View portfolio value by asset type, class – with detailed investment listing including external assets
• View portfolio performance by investment, interactive charts and benchmarks
• Expanded horizontal view for all charts
• Access market information including news and environmental, social and governance sustainability scores for investments
• Make deposits, payments and view your transaction details
• Trade all investment types and track the progress of investment orders, where authorised
• Scroll through messages and transactions to find historical records
• View messages, consent requests and alert notifications
This app is only available for BT Panorama advisers and investors. For more information on BT Panorama please contact your financial adviser or Panorama Support. Investors - call 1300 881 716; Advisers – call 1300 784 207.
Important information:
¹ You must be an Australian resident to use this app.
² Where your phone supports this technology.
Requires iOS 9.0 or later. Compatible with iPhone. This app is optimised for iPhone X and iPhone XS.
Westpac Banking Corporation ABN 33 007 457 141 provides the facility for making payments by BPAY®³ and Pay Anyone (excluding direct credit payments to linked accounts). Please refer to the Westpac Payment Services Terms and Conditions, dated 23 June 2015, which forms part of the BT Cash Product Disclosure Statement, for the terms and conditions applying to this facility.
By installing the application, and each time you use the application, you acknowledge and accept the BT Panorama Mobile Application Terms and Conditions, and any amendments to them made available electronically through the BT Panorama Mobile Application or the App Store.
³Registered to BPAY® Pty Limited ABN 69 079 137 518
