Do your good work in less time – for everyone.
Beneficiaries and their families rely on you as trustee to ensure beneficiary financial wellbeing. You can rely on True Link to ensure that you’re using best practices in serving them.
Help improve the quality of life for your beneficiaries as they make approved purchases with a reloadable True Link Visa Prepaid Card.
True Link's reloadable Visa prepaid card and online platform allows you as trustee to monitor purchases and manage spending settings as needed based on the situation – it is widely used in the cases of special needs trusts, spendthrift trusts, and situations where financial exploitation of a vulnerable adult has, or may occur.
The consequences are real. Make the shift to best practices, help save time and serve more beneficiaries.
Support beneficiary well-being with True Link Visa Prepaid Cards.
Help save time.
Electronic distributions or opt to schedule regular funding, easy reporting. Your beneficiaries can check balances online instead of asking you.
Provide autonomy with support.
Our tools for setting spending parameters and tracking purchases allow you to balance your duty to provide appropriate safeguards, with efficiency for you and autonomy for your beneficiary.
Help protect public benefits.
In the case of special needs trusts, set spending parameters to safeguard benefits such as SSI and Medicaid. Track how funds are spent and provide accurate reporting to the Social Security Administration.
Customer voices.
Who we help.
True Link designs its financial products and services to meet the often complex needs of an underserved market.
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Know someone this would be great for?
We are grateful for the many referrals we receive from professional service providers. A helpful and friendly customer service team member will reach out to those you refer and provide them with excellent service.
Brochures for your office and clients.
Many of our professional clients share information about the True Link Visa Prepaid Card with their clients. We're happy to send you brochures free of charge.
Order the True Link Visa Prepaid Card.
Disclaimer
Investment advisory services are offered by True Link Financial Advisors, LLC, a registered investment adviser which is affiliated with True Link Financial, Inc. This is not an offer to sell or a solicitation of any offer to buy any securities.
True Link Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.