What is MyQPT?
MyQPT is an information portal for our financial administration customers. If you’re a financial administration customer you can use it to easily and safely see your financial information, whenever you want.
Being able to quickly check your income and spending against your budget can help you make better financial decisions.
MyQPT allows you to see your financial information in a way that’s:
- simple
- mobile-friendly
- convenient
- available all day, every day.
MyQPT does not replace any of our usual services. It simply gives you access to your information when you need it. You can still call or meet with us if you need help.
Our design process
This portal was researched and developed with our customers, for our customers
When designing it we:
- spoke with customers to understand what they needed
- tested it to make sure words and layouts were clear
- gathered feedback from people of all ages, backgrounds, and abilities to make it as accessible as possible.
What you can do in MyQPT
With MyQPT you can:
- check how much money you have available in your cash account
- view your payments, both past and future, which can help with your planning and budgeting
- track your income and expenses with our easy Budget Tracker
- see what assets you have and any debts and other liabilities that are known
- download your latest account statement anytime you need it
- check your details to see if your contact information and account records are right.
MyQPT is not updated in real-time and is not a full banking application. Updates may be affected by bank processing times or public holidays.
You should also be aware that while the portal is available 24 hours a day, our support is only available during standard business hours of Monday to Friday from 9:00 am to 4:00 pm AEST.
To learn more, take a look at an overview of the MyQPT screens.
Watch how a customer might use MyQPT
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
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,
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 one 300 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.
What you need
To use MyQPT, you need:
- a phone, tablet, or computer with internet access.
- your own email address you can use to set up your account.
How to get access to MyQPT
If you’re a financial administration customer with us and would like to use MyQPT call us and we can help you with the activation process.
Learn more about the MyQPT activation process before you call.