Case studies

Roberta and Clients

Fiduciary Roberta manages finances of many clients with varying needs

Roberta has been a fiduciary for 25 years. Laughing, she told True Link, “It’s not always an easy job, but it’s rewarding. Each of my 30 clients has different, individualized needs, and I do my best to make sure everyone I work with gets the best service possible.”

Roberta first learned about True Link while attending a national conference for money managers. She was surprised to learn that True Link could better equip her to provide the personalized service her work demands, and save her time while doing so. 

Roberta can now access an online dashboard for each client with a True Link Prepaid Visa® Card.  Here, Roberta can view recent transactions, initiate funding transfers, and customize card settings to address individual needs.  For some clients, True Link is simply a safe, reliable way for Roberta to provide spending money.  For others, Roberta can use the Spending Monitor to restrict any purchases that might jeopardize a client’s eligibility for certain benefits, while still granting access to funds for items like clothing. 

Roberta appreciates that both she and her clients can call True Link's Customer Support team whenever assistance is needed.  “When I need to rush funds to a client because of an emergency, Customer Support is there to help.  When a client is frustrated because of certain card settings, True Link is there to listen and respond with patience and professionalism.  True Link really understands me, my business, and my clients’ needs.”

Sample Client Card Settings
  • Block grocery stores, restaurants, and other places where food can be purchased
  • Block bars and liquor stores
  • Block ATM and in-bank withdrawals
  • Block in-store cash-back at time of purchase
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