Two women collaborating at a computer

Financial solutions for the professionals who serve others

True Link helps simplify trust administration for professional trustees, fiduciaries, guardians, and more

Get startedTalk with the team

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
Get startedLearn more
A barista smiling and making coffeeA True Link card
A woman looking at a computer while on the phone

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
A woman makes a purchase with a True Link card

Customer love for the True Link VISA Card

Proudly partnering with professionals

We serve: Professional Fiduciaries & Guardians, Representative Payees, Special Needs Trustees, VA Fiduciaries, and more

“My beneficiaries love the True Link card. I love the ease of obtaining reports and the ability to track spending in real-time.”
Family Network on Disabilities
“We tried our usual route for debit 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.”
Ronnie C. Gutierrez Care Manager
“The True Link Visa Card is such a tool for my people. This is where my heart lies. I want them to be able to have a sense of independence and to learn life skills.”
S. Katzen Attorney trustee, Newport Beach CA
“I love the quick and easy way we can set up and personalize each client’s account, and can so quickly make changes.”
JLA Special Needs Trust
“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.”
Dawn M.
“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.”
G. Andrews Jewish Family Service of Tidewater

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.

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.

Life’s complex, we get it - we’re here to help make things simpler

Order In MinutesTalk with an investment advisor