QST Client Portal is an optional add-on to QBO that assists with Client Account Inquiries
Clients can view their current account status, retrieve statements, and access tax documents
Ownership Info & Trading Accounts
Access to ownership info is available together with editing options
The list of accounts that the user has access to,ย Account #, Date opened, Default currency and much more are available under QST Client Portal
Balance Overview
Balance information is displayed for a particular business date allowing an accurate inspection of fees, balances, profits & margins for each account
Column configuration is available for a customizable data display
Funds Info with Transfers and Cashflow History
Information about the cashflow for any given date interval, amount & currency as well as transaction notes is available at any time
Funds can be transferred between trading accounts
Balance types can be selected and automatic conversion between them is available
Transactions
Transactions for a given trading account can be visualized and filtered by different criteria: date range and/or symbol
We offer an unprecedented front-to-back integration, possible due to seamless incorporation of QBO and front-end trading platforms
Open Positions
Open positions can be examined for a specific trading account. A business date or/and a symbol can be applied as a filtering criteria
For the optimal experience, trade with our order routing engine, QOR and view your reports on QST Client Portal
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Filter Reports
Statements can be filtered by trading account and visualized in the browser
Report files can be downloaded individually or downloaded in bulk as an archive
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Data about Transactions, Balance Overview, Open Positions and much more can be exported as CSV
QST Client Portal is an add-on to QBO
QST offers a complete suite of multi-asset trading technology solutions including our flagship QST trading platform to manage the entire trading life cycle.