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 fraud and scams, saving each customer $1,500 / year*
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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

About 102 million1 U.S. adults support a loved one’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.

THE NEXT GENERATION OPPORTUNITY

Capture the next generation of your customers

Youth banking isn't just about kids—it's about building life-time relationships with families.

True Link's experiential learning approach creates genuine financial capability, while our graduation features smoothly transition teens to your core products, ensuring the primacy you've built doesn't walk out the door.

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2 more chores alerttransaction declined alert
Group of adults posing for photo

MARKET LEADING PROTECTION

Help protect older adults and their money

Our proprietary fraud-prevention system is built specifically to protect customers from evolving scam tactics. Traditional fraud detection flags suspicious transactions after they've already been processed.

ScamWatch works differently. We assess and block predatory merchants before approving the transaction, saving customers $1,500+ annually** while preserving their independence and delivering a protection experience.

How it Works

A spending management solution for families with complex needs

50+ 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 protect their loved ones 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: Referral Model (for smaller institutions)

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

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

Path 2: Maintain Primacy with Fully Embedded Option

  • Full customer experience white-labeled and embedded into your apps

  • Optional white-labeled kids app available

  • 3-month launch timeline with light technical lift via SDK

Path 3: Grow Revenue with Full Integration

  • Fully embedded option plus ability to retain accounts, deposits, and interchange on your books

  • 6-month launch timeline with proven implementation success

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.

All models include white-glove onboarding with a dedicated account manager and continuously updated market and educational content.

Have more questions?

Connect with our team

Hi! 👋. Would you like to learn more about True Link for financial institutions and sign-up to receive our 2025 Family Banking Report when it’s released?

True Link Financial

Hi! 👋. Would you like to learn more about True Link for financial institutions and sign-up to receive our 2025 Family Banking Report when it’s released?

Yes, I would like to receive the 2025 Family Banking Report.

Yes, I would like to receive the 2025 Family Banking Report.

We’d be happy to send it to you. Please click this link to proceed.

I’m browsing, but interested in learning more.

I’m browsing, but interested in learning more.

Great! How can we help you?

Schedule a call with our team.

Schedule a call with our team.

Great! Please visit this page to submit a demo request.

Great! Please visit this page to submit a demo request.

Submit a question via a contact us form

Submit a question via a contact us form

Great! You can submit a question by clicking this link. We will respond within 24 hours. You can also call our support line at 1-844-904-6515.