Financial services for the people who care for others
Families and professionals rely on True Link to help manage and protect the finances of the people they support
- 150,000+ Family Members
- 300+ Non-profits
- 75+ Government agencies
- 250+ Banks and trust companies
Spending for today
Help protect everyday spending of those you care for with True Link's Spending Monitor for the True Link Visa® Prepaid Card
Learn more about safer spending
Investing for tomorrow
Expertise in investment management* and streamlined tools for trusts, conservatorships, and other complex situations
Learn more about investments
For Families
A partner to help protect the finances of your loved ones
Help safeguard daily spending for your loved ones
Families use the True Link Visa® Prepaid Card and Spending Monitor to help manage and set spending guardrails for their loved ones and trusted caretakers
A plan for the future
True Link specializes in investment management* for families with complex needs, including special needs trusts and other managed accounts
Simplified trusts and financial management
Our streamlined tools for trust administration help simplify financial management so you can focus on your family
Your card has been a godsend for me; it’s been a very positive addition to our lives. Everything is easy to use and you have a great team!
- Customer love for the True Link Visa Card, Joseph M., supporting his father with a traumatic brain injury
All quotes refer to the True Link Visa Prepaid Card and the associated True Link Platform provided by True Link Financial, Inc. and not the investment advisory services provided by True Link Financial Advisors, LLC.
Making a meaningful impact
81%
Report that the True Link Visa Card increased the cardholders' independence and dignity
80%
Say the Visa Card helped them save money, enabled essential purchases, or helped protect them from fraud
97%
Would recommend True Link to a friend
Source: Survey of Card Administrators 03/21, n=200
For Professionals
Financial services for the experts who serve others
A Visa card that both you, and your clients, will love
Professionals rely on the True Link Visa® Prepaid Card and Spending Monitor to serve dozens, hundreds, and even thousands of clients
Investing for professional fiduciaries, guardians, and trustees
Our expertise is in investment management* for the professionals who safeguard trusts and other fiduciary accounts
Streamlined tools for trust administration
Our powerful, easy-to-use tools provide integrated payments, recordkeeping, reporting, and more
We love how quickly our clients receive their funds... It gives them a feeling of stability. It isn’t just about paying the bills, it is about watching for signs that they may need help in other areas. Having a True Link Card helps us to serve the whole, not just the part.
- Customer love for the True Link Visa Card, Patti, Program Director at Financial Paths
All quotes refer to the True Link Visa Prepaid Card and the associated True Link Platform provided by True Link Financial, Inc. and not the investment advisory services provided by True Link Financial Advisors, LLC.
Why True Link
Compassion is the core of what we do
When the lifestyle of a beloved, aging grandmother was threatened by the risks of financial abuse, fraud, and scams, our co-founders set out to find a solution.
Life’s complex, we get it - we’re here to help make things simpler
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