Financial empowerment 
begins with True Link.
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True Link increases the financial well-being and independence of seniors, adults with disabilities, and vulnerable individuals. We provide financial tools that can be self-managed or administered by family members, advocates, or professionals.

We have you covered from everyday spending to complex trust management.

The True
Link Card

A customizable debit card that promotes safe spending and independence.

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TRUST 
Management

An end-to-end system that includes investment management, reporting, compliance, and more.

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Caregiver
Card

A customizable debit card used to manage and monitor caregiver spending.

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Trust
Resources

Information on relevant trusts and a network of vetted legal experts to provide support.

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“True Link has been an absolute game-changer for my family.”

Case Studies >

Individuals, families, and professionals rely on True Link.

Professional trustees, guardians, fiduciaries, and more

True Link works with a broad range of professionals, including special needs trustees, guardians, fiduciaries, representative payees, care managers, and attorneys. We provide a more efficient, safer way to manage and protect clients’ finances.
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INDIVIDUALS WITH DISABILITIES AND THEIR ADVOCATES

True Link supports individuals with intellectual and developmental disabilities, mental health conditions, cognitive impairment, brain injuries, and other disabilities. Our services promote independence and financial well-being while helping to protect government benefits.
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OLDER ADULTS AND THEIR FAMILIES

True Link works with seniors and their families to protect against elder financial abuse. By stopping problems before they start, our services enable seniors to live more independent, dignified lives, while family members enjoy greater peace of mind.
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AT-RISK ADULTS AND THEIR SUPPORTERS

True Link helps at-risk adults, in collaboration with supporters, meet basic needs and secure greater financial well-being. In particular, we support adults who are at risk of self-harm, abuse, physical or psychological harm, or are unable to look after their own well-being.
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Don’t risk mistakes with wealth management

You rely on your wealth manager for everything from portfolio composition to compliance. But how do you really know everything is being managed correctly?

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Financial tools can better serve self-determination

We partnered with the Autistic Self Advocacy Network and Quality Trust to ask adults with disabilities: What are your needs around money management?

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True Link in action: Our customer case studies

Curious about the types of people and organizations who benefit from True Link? Check out our customer case studies to learn more about their experiences.

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