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Compliance Guide

True Link Protection Visa® Prepaid Card Compliance Guide & Toolkit for Special Needs Trusts

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*Investment Management Services are provided through True Link Financial Advisors, LLC, (the “Adviser”) an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and wholly-owned subsidiary of True Link Financial, Inc. (“True Link Financial” and, together with the Adviser, “True Link”) Registration with the SEC authorities as a Registered Investment Adviser does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC. Adviser only provides investment management services upon entering into an Investment Advisory Agreement (IAA) with a client. With respect to pooled trust clients, upon entering into an IAA, the client is the trust; beneficiaries of the trust are not investment advisory clients of Adviser. Nothing contained on this website should be considered an offer to sell or a solicitation to buy any securities. Non-deposit investment products and trust services offered by True Link Financial Advisors are not insured or guaranteed by the FDIC or any other government agency, are not obligations of any bank, and are subject to risk, including loss of principal.

True Link Financial, Inc. provides the trust administration software and record-keeping platform as well as the True Link Visa Prepaid Card and associated software platform.
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True Link Financial, Inc. does not provide investment management services and neither True Link Financial, Inc. nor True Link Financial Advisors, LLC provides legal or tax advice. Please consult the appropriate advisor regarding your specific circumstances. True Link is not associated or endorsed by the Social Security Administration or any other governmental agency.

The True Link Visa Prepaid Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to a license from Visa U.S.A. Inc. This Card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.