Feature Summary
| Daily Cash Data | Daily Trade Data | Foreign Trade Data | Daily Term Deposit Data | Account Holder Authority | Adviser Authority | Tax Statement | History |
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Y |
Y |
N |
N |
Y |
N |
Y |
Y |
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Configuration Process
BT completed the migration of all BT Wrap accounts to BT Panorama on the weekend of 19 /20 June 2021.
As part of the migration, the account number of each account changed.
You will need to check with the account holder or the adviser to obtain the new BT Panorama account number and then proceed with following the configuration and authority process for BT Panorama.