Welcome, Equitable Members

Help safeguard the spending of your loved ones

Supporting a family member's finances can be a balancing act. True Link is built specifically for financial caregivers and the people you protect.

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True Link card

How it works

Hear from our clients

A happy couple read a document at a table
I'm a guardian for a 70-year-old who I've been working with for years to encourage her to leave the house. Now with the True Link Visa Card, she pays for a private transportation line and goes to the art museum. Her life is completely different.
Steve D., Care Manager
Two women having a conversation at a table
Not only has True Link given Jamie spending autonomy, but it’s streamlined my workflow quite a bit!
Allison, a Fiduciary, caring for her client, Jamie
A smiling man looks at the camera
The True Link Visa Card has been amazing for my son and our family! Honestly a godsend! Our son has been able to have more control and independence allowing him to reclaim responsible behavior. Our whole family thanks you! Our son is recovering and it has a lot to do with being able to feel like an independent adult. All of us have a much better life with your service.
Kathleen, mother of a son in recovery
A mother and daughter hug
The True Link Visa Card makes life easier for both trustees and beneficiaries.
Kathleen D., a trustee

All quotes refer to the True Link Visa Prepaid Card and the associated True Link Platform provided by True Link Financial, Inc. and not the investment advisory services provided by True Link Financial Advisors, LLC.

Life’s complex, we get it - we’re here to help make things simpler

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