See how True Link supports Representative Payees

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Financial solutions for the people who care for others

Help protect the finances and independence of the people you support — such as those who are aging, living with a disability, or in recovery.

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See why 150,000+ families, 75+ government agencies,
250+ banks and trust companies, and 300+ nonprofits have chosen True Link**

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    Excellent

    4.5 Stars on TrustPilot

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    Inclusive Community
    Development Awards

    NDI 2021 Winner

  • Torch Award for Ethics

    Torch Award
    for Ethics

    BBB 2021 Winner

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    Champions
    For Change

    CNN 2021 Honoree

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    The True Link Visa® Prepaid Card
    and Spending Monitor

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    Investment Management* and
    Trust Administration

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*Investment Management Services are provided through True Link Financial Advisors, LLC, see footer for additional information.
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For Professionals

Simplify client spending and investment management*

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Visa card for fund disbursement with oversight

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Conveniently transfer funds for all your clients and track spending with real-time alerts and automated reporting

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Investing for pooled and special needs trusts

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Our expertise is in investment management* for special needs trusts and other fiduciary accounts

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Tools for streamlined trust administration

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Our powerful, easy-to-use trust administration software empowers trustees by enabling integrated payments, recordkeeping, reporting, and more

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Get a brochure in the mail that highlights how the True Link Visa Card
and platform can help support you and those you care for.
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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

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For Families

Help protect the finances and independence of your loved ones

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A prepaid Visa card to help make spending easier

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Easy to set up and fund from a bank account and can be used everywhere Visa debit cards are accepted

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Spending settings that help limit certain purchases

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Customize where and when your loved one can make purchases to help protect spending and prevent fraud

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Alerts and purchase history to help stay in the loop

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Use real-time alerts to stay informed of recent purchases and view reports for an overview of spending history

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“
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.

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.

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See how True Link helps families

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Breaking Barriers from the Viewpoint of Two Leading Disability Rights Advocates

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How a Family Trustee Found Flexibility and Freedom With True Link

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Benefits of Using True Link Visa® Prepaid Cards for Older Adults

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Trustpilot
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.

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