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Important notice
From 1 October 2023, Westpac’s Private Portfolio and Aspire business closed with all consenting accounts transferred to Mercer Investments (Australia) Limited (Mercer) (ACN 008 612 397) on this date.
The BT Managed Accounts Portal will continue to provide access to historical reporting for all accounts up to 31 December 2024.
Reporting available through the BT Managed Accounts portal up to this date will be:
• Quarterly reports / statements up to the period ending 30 September 2023, and
• Annual statements up to the period ending 30 June 2024.
Note: This portal is for BT Private Portfolio Accounts only. If you hold a Private Portfolio Account, your account number will start with the number eight (8) and have 6 digits.If your account does not start with the number eight (8), please contact BT Customer Relations on 132 135.
If your account is closed and you require additional information
Westpac has entered into an agreement with Mercer (Australia) Pty Ltd to provide support services for clients whose accounts were closed prior to 1 October 2023. Mercer can be contacted on 1800 960 311 or via email at MPP@mercer.com.
If your account was transferred to Mercer
For all accounts transferred to Mercer, you will be able to access information on your account at
https://www.mercer.com/en-au/solutions/investments/mercer-private-portfolios/ or by calling Mercer on 1800 960 311.