To view reporting for BT Super, click the BT Super menu item in the left hand navigation under the My Business tab.
To access the following information you are required to login
This section contains information on your clients' accounts:
Investments & personal super:
- Enter your client's investor number or
- Search for a Client
- to obtain their transaction history, online transactions or their personalized rate of return.
Employer super - view holdings across your employer plan clients, at company and employee level.
Margin Lending - view details of your clients' margin lending accounts. Try the Transaction Simulator or the Prepaid Interest Quote. Obtain details of securities available for margin lending.
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