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 (3:14)
2. Making deposits and payments (3:35)
3. Accessing market news and information with BT Panorama (2:53)
4. Accessing investment reports for your account (2:40)
5. Accessing performance reports for your account (1:34)
Please contact us if you are unsure what the appropriate benchmark is for your portfolio.