My BT Portfolio
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Overview of Services
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Terms of Use

Overview of Services

My BT Portfolio is an easy way for you to access information about your investments.

The Account Summary page will show you:

  • The BT products you are invested in
  • The current investment value of your investments

The Unit Holdings page will show you:

  • The BT funds you hold investments in
  • The current number of units held in each investment option
  • The current dollar value of your investment in each investment option

The Transaction History page will show you:

  • Transactions for each BT investment option in which you currently hold units, including any distributions, switches, deposits and withdrawals
  • The amount, number of units and unit price of each transaction

How does it work?

You will need your BT Investor Number and your PIN to log in.
If you have more than one Investor Number you will have been issued with a separate PIN for each Investor Number.

Do I need to apply for this service?

This service is only available to existing BT clients.

You will need to apply for a PIN by contacting BT Client Services on 0800 800 661 (+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.