Life-enhancing financial solutions

to help address life challenges that can be faced by

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Older Adults

People with Disabilities

People in Recovery

Older adults

Life challenge:

My brother and I started managing our 83-year-old mom’s finances when she started losing hundreds of dollars a month to sham charity telemarketers.

Solution:

A True Link Visa Prepaid Card with customizable online settings that Mom can use everywhere she needs to but that automatically prevents payments to telemarketers and alerts* me about any large purchases.

*Standard text message rates, fees and charges may apply

People with disabilities

Life challenge:

My adult daughter has Down Syndrome and relies on Medicaid for her health care. This means she has to follow strict rules about spending money, including when she uses funds from a small trust from her grandparents.

Solution:

Her True Link Protection Visa Prepaid Card lets her pay for her trip to the Special Olympics and go to the movies without risking eligibility for her benefits*.

*The Social Security Administration provided guidance in the Program Operations Manual System (POMS) for using the True Link Protection Visa Prepaid Card, in combination with the True Link platform, in a manner that helps protect benefits when using it for SNT disbursements.

People in recovery

Life challenge:

My adult son is in the early stages of recovery from a drug addiction. I want to give him some spending money for necessities, but giving him cash exposes him to the risk of relapse.

Solution:

A True Link Next Step Visa Prepaid Card that he can use for groceries and gas, but that prevents access to cash and doesn’t allow any purchases late at night when he’s at the most risk of relapse.

The True Link platform is used by over 300 nonprofits, over 100 government agencies, and over 300 banks and trust companies.

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PRODUCT

True Link Visa Prepaid Card

Families and professionals rely on the life-enhancing True Link Visa Prepaid Card. The True Link platform helps you protect your loved ones, clients, and beneficiaries. From the True Link online dashboard, customize settings to meet the needs and circumstances of different life situations, easily add funds, and provide safer access to spending money.

Spending categories visual interface preview

PRODUCT

True Link Investment Management

Families and professionals rely on our investment management services* as they manage money for people with disabilities and vulnerable elders. More than 15 nonprofits have chosen True Link Financial Advisors as the investment advisor for the dozens of pooled trusts they administer on behalf of more than 12,000 people with disabilities.

Our trust administration software and recordkeeping platform help fiduciaries with budgeting, disbursements, reporting and communication with their beneficiaries.

*Investment Management Services are provided through True Link Financial Advisors, LLC
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Features.

Cash and merchant settings.

Select funding option.

Block online and phone purchases.

Notifications preferences.*

       *Standard text message rates, fees, and charges may apply.

True link visa card example

True Link Visa Prepaid Card

Order the True Link Visa Prepaid Card.

Sign-up is easy.* Our friendly customer support team is here to help.

*Source: Survey of 90 True Link Card administrators.