After you create a True Link account and order a card, you're able to log in to your online dashboard to add a funding source, customize card settings, set alerts, and more. Click on the video to learn how.
Log in: Cardholders
Administrators aren't the only ones who can access card information online. Cardholders have their own log in portal and are able to view transactions, check their balance, and view monthly statements. Click on the video to learn how.
Customize card settings
The True Link Card is a flexible tool that can be customized to meet the needs of each cardholder. Click on the video to learn how to set up your online Spending Monitor.
Set up funding
You are able to fund a True Link Card from any source with a routing number and account number. This includes checking, savings, trust, and investment accounts. Click on the video to learn how.
Set up alerts
Through the online dashboard, you can set up alerts for a True Link Card. These notifications can be received via text message or email. Click on the video to learn about alerts settings.
Allow or block a merchant from the Transactions Tab
The simplest and quickest way to allow or block a merchant is directly through your Transactions Tab. Click on the video to learn how to customize merchant settings.
Investment advisory services offered by True Link Financial Advisors, LLC, a registered investment adviser which is a wholly owned subsidiary of True Link Financial. Inc. No warranties, express or implied, are given as to the accuracy or completeness of any information posted on this or any linked website. This is not an offer to buy or sell securities. Please discuss your specific circumstances with your financial advisor before making investment decisions. For more information, please refer to the Disclosures section of our website.