Save time
with simplified workflowsMake your day-to-day easier with streamlined tools for distributions, deposits, budgeting, and more
Stay covered
with built-in recordkeepingAutomated recordkeeping and custom reporting for accountings, audits, and business insights
Our experts,
on your sideYour dedicated team includes those with expertise in fiduciary services, investment management*, and client support
A card that makes your job easier, and their life better
Thousands of professionals rely on True Link to help protect their clients’ spending
- Easy-to-use system to help you manage spending for dozens, hundreds, and even thousands of clients
- Customizable spending controls to help guard against high-risk purchases
- Integrated recordkeeping, reporting, notifications, and more




Investment Management* for Trustees, Fiduciaries, and Guardians
True Link Financial Advisors offers investment management*, for the experts who serve others
- Modern investment management for professionals
- Decades of collective experience providing investment management for special needs trusts and other complex fiduciary accounts
- Paired with tools for integrated distributions, cash management, and record keeping
Innovative Solutions for
Representative Payees
True Link serves tens of thousands of representative payee beneficiaries and provides organizational representative payees with a platform tailored to your needs. Our goal is to help you provide the best possible service to your beneficiaries.
Learn more about Representative Payees
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.