Make your day-to-day easier with streamlined tools for distributions, deposits, budgeting, and more
Stay organized and
up to date
Automated recordkeeping and custom reporting for accounting, audits, and business insights
Feel confident with
Our team includes those with expertise in fiduciary services, investment management*, and client support
The True Link Visa® Prepaid Card helps make your job easier and their lives better
Professional-grade tools to help manage spending for dozens, hundreds, and even thousands of clients
- Easily disburse funds by connecting the Visa card to existing bank accounts
- Customizable spending settings that help protect against purchases that could affect benefits eligibility
- Integrated record keeping, reporting, notifications, and more
Investment Management* for Trustees, Fiduciaries, and Guardians
- Modern, personalized investment management for professionals
- Decades of experience in fiduciary services and investment management for those with special needs
- Simpler financial management with integrated distributions, cash management, and recordkeeping
Proudly partnering with a variety of professionals
Rep Payees >
Distribute funds to Visa cards and skip the hassle of sending checks, plus access built-in reports that help with SSA audits
Better manage client finances with spending rules and oversight that help protect benefits and independence
Nonprofit Trustees >
Safeguard client finances and disburse funds from a Special Needs Trust according to your trust rules and requirements
Save time and empower clients to use funds on their own while preventing certain purchase types to help protect benefits
Customer love for the True Link VISA Card
As an agency that works with multiple people under the representative payee service, this company has been a life saver. Their dedicated staff is always an email or phone call away and can resolve an issue quickly. The website is easy to use and works wonderful if you are managing multiple people.
My beneficiaries love the True Link Visa Card. I love the ease of obtaining reports and the ability to track spending in real-time.
We tried our usual route for cards (a local bank) but they were unfamiliar while working with conservatorship cases - you all know the drill. Most companies don’t understand these messy cases… but True Link has no problem setting it up and I am really pleased with everything I can do with it.
I love the quick and easy way we can set up and personalize each client’s account, and can so quickly make changes.”
I use True Link for several clients; it’s very user-friendly. I love how you can set purchase parameters on the account and view purchase transactions.”
We use True Link Visa Cards for our clients’ petty cash needs so we can do all the work from the office instead of making unsafe trips to the bank and back carrying cash. Our clients are safer too.”
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.
Life’s complex, we’re here to help make things simpler
Sign up for a True Link Visa Card in just a few clicks