Daily money managers are turning to the True Link Prepaid Visa® Card for a better way to manage and monitor clients’ finances.
You work tirelessly to support the financial security and well-being of your clients. It’s not always easy to protect them and their assets from fraud and exploitation. Managing money can be time-consuming and complex – especially when each client’s situation is unique. Save yourself time and provide your clients with even better service with the help of True Link.
Using the reloadable True Link Prepaid Visa Card, you can transfer and monitor funds for each client. Choose to block specific merchants, limit ATM withdrawals, or prevent over-the-phone and online spending – all while helping your clients to purchase what they need and help protect against exploitation.
†100% of surveyed customers identified the sign-up process as "easy."
With our user-friendly online dashboard, it's easy to customize the card and view purchases.
Need help with budgeting?
Limit funds available and set a transaction limit.
Want a card just for the essentials?
Allow only gas, clothes, and pharmacies – and nothing else.
Have specific stores in mind?
Set up the card to work only at merchants you select.
Want to see where and when purchases were made?
Block ATMS, cash back at merchants, and bank withdrawals.
It’s easy to customize where the True Link Card works to meet the specific needs of each client. Worried about someone losing money to scams or predatory telemarketers? Customize the True Link Card to prevent over-the-phone spending, disable wire transfers, block specific merchants, or limit ATM withdrawals – all while allowing the cardholder to purchase what they need, when they need it.
With this administrator-managed card, approve expenses like groceries, medications, and social activities while restricting unapproved or dangerous expenditures. Or – for clients receiving SSI benefits – you can set up the card to block food purchases in order to protect eligibility.
Reduce or eliminate hours spent managing cash, paying invoices, and making in-person purchases for your clients to ensure their needs are met. With a True Link Card, you can consolidate spending onto one reloadable prepaid card that can be funded online. Add money onto the card by transferring funds from a linked checking account or other source. You can schedule recurring transfers, auto-refills, or request a one-time transfer.
You can save time and reduce administrative headaches while your clients can enjoy quicker and more reliable access to funds, and the sense of autonomy that comes from being able to make purchases for themselves.
You can set up the True Link Card to prevent or limit cash withdrawals so your clients are only able to spend funds that you approve. There is no way for clients to transfer money onto the card or gain access to any additional funds. Because it is a Visa card printed with the client’s name, the card cannot be transferred or sold.
You can do all this online at any time, or call 866-984-8576 to get help from a True Link Team Member.
“As a fiduciary office, we deal with so many different vendors. It’s great to work with people who really understand our business. You guys are just so great.”
“I feel like I have my own dedicated representatives for our company at True Link. You always respond promptly and go out of your way to make things easy for us.”
“True Link is the efficient and quick way to distribute petty cash to clients. I can always access the accounts online.”