The BT Panorama mobile app allows advisers and investors account access on their mobile – anytime, anywhere. ¹
Simply enter your BT Panorama username and password to log in.
BT Panorama mobile app for advisers
Allows advisers easy access to business overview details and client accounts on their mobile. Features include:
• Business overview dashboard – view summary of 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 balance
• View client BT Cash summary and transaction history
• 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 view account balances on their mobile. Features include:
• View your BT Cash summary
• Make deposits
• Make payments
• Add payee and BPAY®² accounts
• View a transaction history of your BT Cash hub
• View scheduled transactions
• View your total portfolio balance including any term deposit, managed fund and managed portfolio investments
• View messages 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 Registered to BPAY Pty Limited ABN 69 079 137 518
Requires iOS 7.0 or later. Compatible with iPhone. This app is optimised for iPhone 6.
Westpac Banking Corporation ABN 33 007 457 141 provides the facility for making payments by BPAY® 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.