Two women making cookies and talking.

Supporting a loved
one’s finances can be a balancing act

That’s why we build financial services specifically 

for you and the people you protect

  • An icon of a credit card
    The True Link Visa® Prepaid Card + Spending Monitor
  • An icon of a line chart going up
    Investment Management* for families with complex needs
Get started

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 reloadable card that can be used everywhere Visa debit cards are accepted
  • A customizable Spending Monitor to manage where, when, and how the card can be used
  • Real-time alerts and notifications that keep you informed of spending habits and blocked transactions
Get startedLearn more
A barista smiling and making coffeeA True Link card
A happy mother and daughter talking to each other

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 unique life circumstances
  • Our team are experts in trust administration and specialize in special needs investing
  • Reduce the impact of excess fees and taxes on net returns with a diversified portfolio of low-cost ETFs
Let's make a planLearn more

Customer love for the True Link VISA Card

Proudly serving families with a
variety of complex needs

“True Link has been amazing for my son and our family! Our son has been able to have more control and independence allowing him to reclaim responsible behavior. All of us have a much better life with your service.”
Kathleen Mother of son in recovery
“The True Link Visa Card provided invaluable control and security as I managed my elderly parents’ finances from afar. I can’t thank you enough!”
Harry Caring for his elderly parents
“You guys were a lifesaver. I mean this from the bottom of my heart. When I found you I was at my wit’s end. It’s ALL about dignity and giving them a sense of freedom.”
Sandy G.
“I got the True Link Visa Card for my elderly mother and it’s been very useful. It allows me to block phone charities and scams which take advantage of her reduced capacity while keeping her phone open for our calls. It has more than paid for itself!”
Edward C. Caring for their elderly mother
“I can’t tell you what a relief it was to find True Link when Mom got involved with fraud. The Visa Card has been a lifesaver!”
Anonymous
“This Visa Card is such a blessing. My dad tried to purchase another magazine subscription yesterday - same company from a week ago. The charge would not go through — yeah!! My dad is a brilliant man in every way - would never have fallen for all these constant telemarketing scams.”
Dianne D. Caring for their elderly father
“Thank you so much for your kindness to my mother on the phone. The caretaker told me how wonderful your customer service rep was to my mother… let me say again how grateful we are for your service. We could not survive without you.”
Anonymous Family member caring for their mother

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.

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.

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

Get started