3 generations sitting at a couch

True Link for banks

Engage head of household customers with a 
family banking solution powered by True Link

  • Build loyalty and primacy with head of household customers
  • Acquire new customers, including the next generation
  • Proactively help prevent frauds and scams, saving each customer $1,500 / year*

250,000+families served

80 NPSNet Promoter Score

$175 MillionFraud prevented yearly**

250+Banks & Trust Companies Served

97%Of clients would recommend us

Low-lift Differentiation

Meet the rising demand to support caregivers

In 20% of surveyed households1, one person is supporting another's finances. These caregivers have needs that are unmet by current banking solutions.

Offering a Caregiver solution unlocks a market-leading experience, driving acquisition and deepening relationships

How it Works

A spending management solution for families with complex needs

35+ Spending Categories

Set where and how the card can be used to make purchases to help protect spending and help prevent fraud.

Customizable Limits and Rules

Make exceptions for frequented merchants, manage cash and ATM access, and set limits on how much can be spent.

Spending Notifications

Real-time alerts help Card Administrators stay informed of recent purchases and view reports of spending history.

Who we serve

Proudly serving families with a variety of needs

Helping families manage the spending of their loved ones by providing spending safeguards while empowering them with more independence.

For the past 10+ years, we’ve supported older adults, people with disabilities, and more!

3 generations of men talking

How it works

One account, Two experiences

A plug-and-play product experience designed to help caregivers safeguard the spending of loved ones

app preview

The Caregiver

Manages the card by configuring settings and monitoring spending, helping ensure their loved ones are protected from scams and unwanted purchases

card being charged

The Older Adult or Teen

Spends using the card, as allowed by the spending settings, with a balance of protection and independence

I want my mom to order groceries to be delivered to her house, but want to make sure all other online purchases are blocked. Can I do that?
Yes, we can totally help!

Specialized Customer Support

Compassion is at the core of what we do

Our customer support team specializes in handling the unique needs of caregivers and the people they support. They’ve heard it all and are ready to help answer your customers questions.

Path 1: True Link Hosted

  • Co-branded enrollment page and account dashboard powered by True Link

  • Ready-made marketing content from experts who have been serving Caregivers for 10+ years

  • White glove onboarding support from a dedicated True Link account manager

  • Launch in as little as 1 month with no technical resources required

Path 2: Embedded Offering

  • White-labeled offering embedded in your existing mobile and online banking solution via API

  • Ready-made marketing content from experts who have been serving Caregivers for 10+ years

  • Launch in 6 months

Partner with True Link

True Link is a trusted partner serving 250+ banks and trust companies.

Get in touch to learn more today!

Book a demo
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.

Have more questions?

Connect with our team