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Frequently Asked Questions


Where do I find my Investor Number?

You will require an Investor Number to log into My BT Portfolio. Your Investor Number can be found on your transaction advices and quarterly and annual statements.

Is it possible to submit transactions using My BT Portfolio?

It is not possible to transact online through My BT Portfolio.

Why is my last transaction not showing on My BT Portfolio?

Transactions are generally processed within three business days but may take longer to show on your account. Please take this into account when checking your personal account information.

If you have received written confirmation of your transaction but it has not appeared on My BT Portfolio please check that the Investor Number on your confirmation is the same as the one you have used to log into My BT Portfolio.

If you have any concerns about your personal investment information you can call BT Client Services on 0800 800 661 (or +64 9 367 3300 from outside New Zealand).

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The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of any investment option.

BT Financial Group - A Division of Westpac Banking Corporation.