Easy-to-use online tools
that help you manage
your loved one's spendingTrusted support from experienced professionals who understand how complicated life can be
Financial expertise to
help you plan and invest *
for the people you care for
Help them spend safely and independently
Families rely on the True Link Visa® Prepaid Card and Spending Monitor to help protect the spending of their loved ones while giving them more financial independence
- A card that can be used everywhere Visa debit cards are accepted
- A customizable Spending Monitor to manage where, when, and how the Visa card can be used
- Real-time alerts and notifications that keep you informed of spending habits and blocked transactions




A plan to help them live their best life
True Link provides expert investment management* for families with complex needs
- Tailored investment management that considers your loved one's unique life circumstances
- Our team includes former trust administrators and seasoned investment professionals
- Reduce the impact of excess fees and taxes on net returns with a diversified portfolio of low-cost ETFs
Ask us anything.
You won’t surprise us.
Whether it’s beneficiary or business-related, our customer support team has heard it all and is ready to help answer your questions.