The BT Panorama mobile app provides advisers and investors with easy access to their accounts via mobile.¹
Signing in to the app is fast and secure with Face ID, 4-digit passcode or fingerprint technology², or you can use your Panorama username and password.
For BT Panorama advisers:
The mobile app lets you take your business with you, with features including:
· View a summary of your total funds under administration, active accounts, net flows and fees from the business overview dashboard
· Search client accounts, and view what your clients view including total portfolio balance and performance details
· Drill down into market information for shares and managed funds in your clients’ portfolios, for a quick snapshot of the latest prices, asset performance, ESG and key information
· Buy, sell and track orders for term deposits, managed funds, managed portfolios and listed securities (where applicable)
· View your clients' cash account summaries and make payments to existing accounts on their behalf, where authorised
· View messages, service request status, updates, product news and alert notifications
· Ask Blue, BT’s virtual assistant or chat to a consultant
For BT Panorama investors:
Use the mobile app to access your account on the go, with features including:
· View your total portfolio balance and performance by investment, which can include any term deposit, listed security, managed fund and managed portfolio investments
· Drill down into market information for shares and managed funds in your portfolio for a quick snapshot of the latest prices, asset performance, ESG and key information
· Make payments, deposits and schedule transactions, and add payee and BPAY®³ accounts
· Trade all investment types and track the progress of investment orders, where authorised
· Apply filters to view transaction history and details
· View and update personal details, where authorised
· View messages, forms and requests, consent requests and alert notifications, and access the My Benefits portal
· Review and download your statements and disclosure documents
· Ask Blue, BT’s virtual assistant or chat to a consultant
For BT super members:
BT Super merged into the Mercer Super Trust on 1 April 2023.
If you have any queries, please contact Mercer Super on 1800 682 525 Mon to Fri 8am – 7pm (AEST) or find out more about the transfer at https://www.mercersuper.com.au/bt.
This app is only available for BT Panorama advisers and BT Panorama investors. For more information:
Advisers – call 1300 784 207
Investors – call 1300 881 716
Important:
¹ You must be an Australian resident to use this app.
² Your phone must be able to support this technology.
Requires iOS 14 or greater.
Westpac Banking Corporation ABN 33 007 457 141 provides the facility for making payments by BPAY®³ and Pay Anyone (excluding payments to linked accounts). Refer to the BT Cash Management Account and BT Cash Management Account Saver and related Payment Services Terms and Conditions, 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.
³ Registered to BPAY® Pty Limited ABN 69 079 137 518
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What's New in BT Panorama
22.0.106
October 9, 2024
Thank you for using the Panorama mobile app. Updates in this release:
· Download and view reports via ‘More’
· View Corporate action details on ‘For you’
· Consent management tracker on ‘Business overview’ for advisers
· Discover further update details via the app version link on ‘More’
For the best experience, keep your app updated to the latest version.
When viewing ‘Investments’ , term deposits should present in maturity date order so that next maturities are clearly visible. In fact, they present in date of lodgement which is of no great relevance when managing cashflow. I would give the app’ a 5 except for fact that randomly search/buy term deposits shows no results both on the app’ and Windows browser - phone support is useless, they don’t seem to believe that maybe something is wrong with BT Panorama system, and insist it must because I am ineligible to invest in that category even though my investment profile has not changed - and i am also invested in risk assets - yet TD’s are a basic stable conservative asset. It really annoys me that they don’t want to discuss any further because ‘they can’t give advice’. I say that I am not asking for advice, just asking them to refer it to the programmers, but it never happens.
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Response from developer
Thank you for the feedback. The Save Settings options have been enhanced to save settings each time you login. Please email feedback@panorama.com.au if you have any further feedback.
