Last Updated: August 28, 2025
This Privacy Policy explains how True Link Financial, Inc. and its subsidiary, True Link Financial Advisors, LLC (collectively, “True Link,” “Company”, we,” “our” or “us”) collects, uses, discloses, and protects information through our online services, websites, mobile applications, use of True Link financial services products and the associated software platform, the use of the trust administration software and record-keeping platform, and any other software provided on or in connection with the services and also any and all communications with us via phone, email, text or otherwise (each, a “Service” and collectively, “Services”).
When you use the Services, you consent to our collection, use, disclosure, and protection of information about you as described in this Privacy Policy.
BY ACCESSING OR USING THE SERVICES, YOU AGREE TO THIS POLICY. IF YOU DO NOT AGREE TO THIS POLICY, PLEASE DO NOT USE THE SERVICE(S).
Welcome to True Link!
This Privacy Policy is for kids. Most of our services are for users who are 18 years old and older. You should check with your parent or guardian (your adult) before you use our services.
If you are allowed by your parent or guardian to use our services, this guide explains the information we might collect about you and how we use it. If you also want to learn even more, you can look at our main Privacy Policy. It may be a little harder to read, but there is more information in there.
There is also some information for parents and guardians regarding choices for kids’ information below, but our main Privacy Policy for adults is here.
If you have any questions, you or your parent or guardian can contact us at 855-244-1209.
In this policy we are going to explain:
What information we collect
How we use your information
Who we give your information to
Some choices you have
We might ask you or your adult for some information. We will keep it and use it when we allow you to use our services, such as calling our customer service number for help.
What information could we have about you?
What information we collect
How we use your information
Who we give your information to
Some choices you have
Remember not to give us anything you do not think you should share or anything you do not want to share.
We also get information from your computer or your phone when you use the services. This information tells us how you use the services like where you click on our website or when you log in. Sometimes we get this information from technology called cookies. We have more information on cookies and other tracking technologies in our main Privacy Policy, but it can get complicated. You can ask a trusted adult if you need help making choices about cookies.
Open an account for you, when your parents or guardians let you have one
Make sure you are who you say you are
Help you if you have questions about our services
Make your experience with the service better
Give information about you and your account to your parent or guardian
Help protect you (for example, help keep your account safe and help prevent fraud)
Protect us (for example, make sure people follow the rules and to help keep True Link secured for everyone)
Follow rules that apply to us
Your parent or guardian
Our partners that help us provide the services
The police and others that keep you safe (if they ask)
To someone that buys us (for example, if our company gets bought by another company)
For more about who we give your information to, click here to read about our privacy policy that is directed to adults.
We want to keep you and your information secured. To be safe, do not share your private information, especially the information to access your account with other people.
If you do not know if something is allowed, ask an adult you trust.
Depending on how old you are, you or your adult might have the ability to choose what we do with your information. You (or more likely your adult) can ask us:
What we know about you
How we use your information
To stop using your information
To change or delete your information
You can contact us at 855-244-1209 or support@truelinkfinancial.com. We might ask for a little more about you to make sure you are who you say you are. Be aware that there are some exceptions and restrictions to when we can agree to the above requests.
Sometimes we make changes to the policy to make sure it is right. If we do, the new policy will have a new date and will be right here with the version for kids here. If we make a big change, we will tell you or your adult so you know.
Adults may contact us to review their children’s personal information, have such information deleted, and/or refuse to allow further collection or use of such information. As explained in the privacy policy directed to adults, there are some exceptions and restrictions that apply to when we can do these things.
For any questions or complaints about this Privacy Policy or our privacy practices, please contact us at 855-244-1209 or support@truelinkfinancial.com.