MyQPT – Our secure financial information portal

Welcome to MyQPT portal, developed by Queensland Public Trustee. MyQPT is an easy way to see your financial information online.

This video will show you how we created MyQPT, how you can use it, what it doesn't do and some of the benefits it offers.

We designed MyQPT with our customers. We asked customers what they needed, tested the portal with them and got their feedback to make sure it was easy to use.

MyQPT is an online portal where you can check your income, assets, expenses and payments, see your money and budget, download your statements and find answers to common questions.

You can use a form in MyQPT to ask us to call you if the help you need is not urgent.

We will keep improving MyQPT to make it even more useful to you.

MyQPT does not replace our services. It is another way for you to see your information when you need to. You can still call us or meet us if you need help.

MyQPT updates your information regularly but not as soon as your information changes. Public holidays and how long your bank takes to do things can make a difference to update times.

You can use MyQPT at any time but if you want us to help you use it, you can call us between 9:00 a.m. and 4:00 p.m. on weekdays, or get help at your local QPT office during opening hours.

You can use MyQPT on any desktop computer, laptop, tablet, or smartphone that is connected to the internet.

MyQPT has lots of benefits.

You can get your information at any time and manage your money and make requests without having to call us. That gives you more independence.

You can see and download your statements whenever you need them.

You can use MyQPT anywhere by accessing it on your phone.

You can fill out a form if you need something that is not urgent, and we will call you back.

And you can find answers to many common questions, plus other helpful information.

Here is a short video about how one of our customers, Jordan, uses MyQPT in her day-to-day life to see her financial information, request payments, and get support from QPT.

Jordan is a Queensland Public Trustee customer who needs to access $50 to buy a birthday present for a friend. She wants to check how much money is available in her account.

As a portal customer, she knows she can log into the portal to view her funds.

When she's at home, she prefers to use her computer to access the desktop portal but because she's currently at a coffee shop, she accesses the mobile-friendly portal from her phone.

Jordan appreciates the convenience of being able to independently access her financial data anytime and anywhere without needing to contact her trust officer directly.

When Jordan accesses the portal, she can see an overview of her financial details. Wanting to dive into more detail, she clicks on the Financial Summary section.

Here, Jordan can see cash account balance, active cash accounts, investment account details and information like the assets and liabilities she may have.

She's pleased to see that she has enough money in her cash account to buy her friend's birthday present. Everything she needs is readily available at her fingertips.

Jordan needs to request a one-off payment. Unsure of the process, she searches ‘Request a payment’ in the portal search bar. A knowledge article appears detailing the steps for requesting a one-off payment.

The article informs her that she should contact the customer support team to arrange this ad hoc payment by calling the 1300 number.

Jordan calls the customer support team. The team member validates Jordan's identity within the customer relationship management system, and having all the necessary information available, is able to discuss the ad hoc payment with Jordan and initiate the request for approval.

The customer support team member also advises when the additional funds are likely to be available in Jordan's account.

Jordan is pleased with how easy and intuitive the system is, allowing her to view her financial information independently and effectively.