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Our Business

For over 40 years BT Managed Accounts has been at the forefront of the private client sector, and has established a leading market position as a preferred solution for portfolio management services.Our long history of serving individuals, private companies, charities and self-managed superannuation funds (SMSFs), demonstrates our commitment to developing and maintaining relationships with our clients - many of whom have been with us for over 25 years.

The success of our tailored investment solutions, combined with our dedication to understand the needs of our clients, allows BT Managed Accounts to provide a competitive product suite geared towards the efficient and transparent provision of quality portfolio management.

If you have any issues or queries regarding how to use this website, please contact:

Managed Accounts Client Services

Telephone: 1800 222 790 (during business hours)

Email: privateclients@btfinancialgroup.com.

Welcome to the BT Managed Accounts Website

New users will be asked to change their password upon logging on to the website for the first time. All users should have received their new usernames and passwords either via email or letter. Please call us on the telephone number above if you have not yet received either your new username and/or password.
Passwords are case sensitive, so please ensure you enter your password in the correct lower or UPPER case. New passwords must be between 8 and 16 characters long and contain at least one number. Users are also able to include any of the following special characters in their password for added security @ # $ % ^ & * ! _ +

 Download User guide (pdf)

Click on the Download User Guide link above to open the BT Managed Accounts User Guide