BT Panorama Tutorials
We’ve worked with BT Panorama to provide you with the following “how to” videos, which are designed to help you manage your accounts and billers, make payments and deposits as well as get the most out of the rich market and portfolio reporting it offers.
Click on the videos below that interest you. If there are additional “how to” videos that you would find helpful, please contact us and we will aim to bring these to you.
1. Managing accounts and billers
2. Making deposits and payments
In addition to the video above, it is important to input the right reference (or, description) to the payment into your BT account. This will ensure that it is documented correctly with our broker, BT, and more importantly ensure that the funds are transferred and allocated to the correct account. The different references that are eligible are below.
3. Accessing market news and information with BT Panorama
4. Accessing investment reports for your account
5. Accessing performance reports for your account
Please contact us if you are unsure what the appropriate benchmark is for your portfolio.
ITL Financial Planning and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. www.fortnum.com.au. Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.
