Guardians, fiduciaries, and trustees are turning to the True Link Card for a better way to manage and protect clients’ finances.Learn More
You work tirelessly to support the well-being and financial security of your clients. It’s not always easy to protect them and their assets from fraud and exploitation. Additionally, disbursing funds and managing money can be time-consuming and complex – especially when each client’s situation is unique. Save yourself time and provide your clients with the best service possible with the help of True Link.
Using the True Link Card, you can easily transfer, disburse, and monitor funds for each client. Choose to block specific merchants, limit ATM withdrawals, or prevent over-the-phone and online spending - all while allowing your clients to safely purchase what they need.
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.
No more spending hours managing cash, buying gift cards, and making in-person purchases for your clients to ensure their needs are met. With True Link, you can consolidate all spending onto one prepaid card that can easily be funded online or over the phone. Add money onto the card by transferring funds from a checking or savings account, special needs trust account, or other source. You can schedule recurring transfers, auto-refills, or request a one-time transfer.
You save time and avoid hassles while your clients enjoy quick and reliable access to funds and the sense of independence 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.
To get started:
This all takes just 5 minutes – you can do it online or on the phone with the help of a True Link Family Advisor.
“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.”