Financial empowerment Get Started
begins with True Link.
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.
A customizable debit card that promotes safe spending and independence.Learn more >
An end-to-end system that includes investment management, reporting, compliance, and more.Learn more >
A customizable debit
card used to manage
and monitor caregiver
spending.Learn more >
Information on relevant trusts and a network of vetted legal experts to provide support.Learn more >
“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.Learn more
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.Learn more
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.Learn more
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.Learn more
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?Learn more >
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?Learn more >
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.Learn more >