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.
True Link Financial Advisors, LLC is an Investment Advisor registered with the state of California and is a wholly owned subsidiary of True Link Financial. Registered Investment Advisers are legally empowered to provide investment advisory services only to residents of the states in which they are registered or where an exemption or exclusion from such registration exists. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Hypothetical performance (such as those illustrated in True Link's online tools) does not reflect the performance of actual accounts and is not intended to serve as a guarantee of future results. Material presented is believed to be from reliable sources but there are no warranties express or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked web site. All information and ideas should be discussed in detail with your investment advisor prior to implementation. For more information, please refer to the Disclosures section of our website.