Welcome to the BT Adviser Exchange

This service provides licensed financial advisers access to client's investment details for Managed Funds, BT Margin Lending and BT Employer Super Funds. Please enter your adviser code and PIN below.
If you are an adviser who has registered to use the BT Wrap or BT Super Wrap website, please click here to login.
If you are an adviser who uses BT Wrap through a dealer group, please click here for the Adviser DeskTop.

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Important Information:

General advice and general education information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. By accessing this website you agree to be bound by the terms and conditions of this website.

Advance
Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. To comply with our obligations under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) Act 2006, Advance has introduced additional customer identification requirements for investors and licensed financial advisers. View our legal information.

BT
Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers. View our Superannuation reference numbers - SPINs, USIs and ABNs. To comply with our obligations under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) Act 2006, BT has introduced additional customer identification requirements for investors and licensed financial advisers. For further information, please visit our AML information website.