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Uncomplicated investing, with BT Invest.

In today’s digital world you can get a hold of the latest investment news in an instant. Investors need to keep up – new BT Invest lets you act, manage and diversify your investment portfolio all through one simple login.

A name you can trust.

Our wealth expert, BT, is now offering BT Invest. Intelligent technology, tools and experts help you easily set up, track and manage your portfolio – no matter your level of skill or wealth.

Invest how you want, when you want

With BT Invest you can choose from our ready-made portfolios, or create your own.


BT Invest

Ready-made managed portfolios

If you’re new to investing or don’t know where to start, choose from one of five expertly managed portfolios.

From Conservative to High Growth, each offers varying risk and diversified asset allocations. Simply choose yours and we’ll do the rest. 

BT Invest

Build your own portfolios

Create your own from a generous selection of investment choices. 

Over 2500 ASX listed shares, 50+ managed funds, 10 managed portfolios and 24 term deposits – choose and manage what you want, all from one place.

Benefits of BT Invest

 

 

  • Competitive brokerage rates allow you to trade shares online from as little as $12.50 per trade#.
  • View sustainability scores relating to ESG factors to make more informed investment decisions.
  • View your investment portfolio side by side with your online banking.
  • Track performance across your portfolio with real-time online reporting and one easy login and receive tax reporting to make tax time simple.

 

Consider the risks of investing

Before you consider investing through BT Invest, it is important you understand the risks that can affect your investment. You should refer to the BT Invest Investor Guide and the disclosure documents for the specific investments available through BT Invest (including the PDS for BT Managed Portfolios) to better understand the risks of investing. These disclosure documents, can be found here.


Get started from as little as $1,000.

Westpac customer? Open your BT Invest account in 5 minutes.

Sign into Westpac Live online banking and complete your pre-filled BT Invest application. 

New to Westpac

You can open our everyday account in less than 3 minutes (a monthly account fee might apply). Once it’s up and running, and you have Westpac Live online banking, just sign in and complete your pre-filled BT Invest application.

 

Things you should know

BT Invest pack (PDF 1.65 MB)

Contains your Investor Guide, Additional Information and Terms Booklet and Financial Services Guide

BT Invest Cash Management Account Pack (PDF 312 KB)

Contains BT Invest Cash Management Account and related Payments Services Terms and Conditions and the Fee and Charges Brochure and Interest Rate Schedule

BT Invest Managed Portfolios PDS Part 1 (PDF 409 KB)

Contains General Information

BT Invest Managed Portfolios PDS Part 2 (PDF 390 KB)

Contains Investment Options Booklet

 

# Listed security transaction fee is charged at the rate of 0.11% with a minimum charge of $12.50. If a trade needs to be managed by a broker (for example, due to insufficient buyers or sellers in the market) this transaction fee may be up to 0.20%. If your trade is transacted over more than one day, the minimum charge applies for each day a transaction occurs.

 

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT Invest CMA). Together, these products are referred to as the BT Invest products.

 

A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by clicking here. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Invest products.

 

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT Invest CMA acquired through the BT Invest products, an investment in, or acquired using, the BT Invest products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the BT Invest products.

 

When investing, there will always be the risk that the value of your investment will go down. The future performance of any specific Investment can't be guaranteed and past performance is not indicative of future performance.

 

Unless otherwise stated, capitalised terms used in this website have the meaning given in the BT Invest Investor Guide. Any tax position described in this website is a general statement and for guidance only; it does not constitute tax advice and is based on current tax laws and our interpretation. You should seek independent professional tax advice.