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Financial solutions 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

Who we serve1

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For Professionals

Financial solutions for the experts who serve others

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A Visa card that both you, and your clients, will love

Professionals like Representative Payees rely on the True Link Visa® Prepaid Card and Spending Monitor to serve dozens, hundreds, and even thousands of clients

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Investing for professional fiduciaries, guardians, 
and trustees

Our expertise is in investment management* for the professionals who safeguard trusts and other fiduciary accounts

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Streamlined tools for trust administration

Our powerful, easy-to-use tools provide integrated payments, recordkeeping, reporting, and more

Learn more about True Link for Professionals
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.

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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

A partner to help protect the finances of your loved ones

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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

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A plan for the future

True Link specializes in investment management* for families with complex needs, including special needs trusts and other managed accounts

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Simplified trusts and financial management

Our streamlined tools for trust administration help simplify financial management so you can focus on your family

Learn more about True Link for families
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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Life’s complex, we get it - we’re here to help make things simpler

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