See how True Link supports Representative Payees

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The True Link Visa® Prepaid Card

Send money, help protect spending, track purchases, get real-time alerts, and more.

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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

  • e Community Development Award

    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

    Learn more
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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.
Request a brochure
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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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Making Informed Decisions about Special Needs Trust Disbursements

Read more →
When an older adult’s memory loss makes it difficult to manage spending money, family members and other caregivers turn to the True Link Visa® Prepaid Card.

Help Protect the Finances of an Aging Parent With the True Link Spending Monitor

Read more →
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How a Family Trustee Found Flexibility and Freedom With True Link

Read more →
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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.

Life’s complex, we’re here to help make things simpler

Get set up in 5 minutes

Order a card

The True Link Visa® Prepaid Card

Send money, help protect spending, track purchases, get real-time alerts, and more.

Sign upRequest a demo

One account,
two experiences.

The True Link Visa® Prepaid Card helps families and professionals protect the finances of the people they support.

  • The Card Admin

    Fund from an existing bank, monitor transactions, and set spending settings

  • The Cardholder

    Spend where allowed, check balance, view transaction but cannot access settings

Easy for you to manage,
easy for them to use

Customizable
spending rules

The Card Admin sets where and when the Visa card can be used to make purchases to help protect spending and prevent fraud.

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Stay up to date with alerts and purchase history 

Real-time alerts help Card Admins to stay informed of recent purchases and view reports for an overview of spending history.

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Convenient for cardholders

The Visa Card can be used anywhere Visa debit cards are accepted and cardholders can easily make purchases while being protected with no access to funding or spending settings

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Getting started is easy

1. Sign up in 5 minutes

Provide details about yourself and the person you support.

Card questionnaire

2. Check the mail

The Visa card will typically arrive in the mail within 7-10 business days after an order is placed.

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3. Activate and fund

Follow a few simple steps to activate the Visa card and connect an existing bank account to add funds.

True Link card process

4. Set up spending rules

Customize from over 50 categories, plus the ability to block or allow specific vendors, set cash access, and more.

Card settings

5. Download the app

Use our mobile app to track spending, send funds, block purchases, and more while on the go.

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Sign up now

See how it works

Sign up now

Serving Professionals who support others

Rep Payees

Distribute funds to Visa cards and skip the hassle of sending checks, plus access built-in reports that help with SSA audits.

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Fiduciaries

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

Learn more
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Non-Profit Trustees

True Link’s spending rules help empower your clients to live independently while providing transaction-level visibility into spending, built-in reports, and more.

Learn more

Investment Management* and Trust Administration
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True Link Financial Advisors, LLC proudly manages more than $1 billion in AUM¹ for 17,000+ trust beneficiaries² and 25+ pooled trusts³.

Learn more
¹Assets under management with True Link Financial Advisors, LLC as of 1/24/2023.
²Number of trust beneficiaries served by trusts for which True Link Financial Advisors, LLC serves as investment advisor as of 1/24/2023.
³Number of organizations that have pooled trust accounts where True Link Financial Advisors, LLC serves as investment advisor as of 1/24/2023.

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