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TopicTrue Link Rep Payee Demo June 2026
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Description
Ever wonder how other rep payees seem to get their jobs done more efficiently with limited stress?
Join us on June 23, 2026 at 1 PM EST for a live demo of the True Link Platform, designed specifically for Professional Rep Payees to help manage client fund disbursements.
With the True Link Visa® Prepaid Card, and platform, distributions, reporting, and documentation are available in a single workflow, providing you with transaction-level visibility of client spending and more.
During this session, we’ll show you how to:
- View and print all transactions to help with SSA audits
- Attach itemized receipts of client transactions
- Easily connect to an existing bank account to help support both recurring and one-time transfers, along with instant funding transfers*
- Activate a virtual card** that can be used to assist with bill payments for client needs such as rent, phone bills, and monthly subscriptions
Join us to see how our platform works, why it matters, and how True Link can help streamline your processes.
The True Link Visa Prepaid Card is issued by Sunrise Banks N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. This Card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.
*Instant funding refers to moving funds held in the True Link Wallet to the True Link Visa Card (and Vice Versa). Standard funding timelines still apply to the account with funding from a bank account or other source of funds. The Wallet feature is not available for all cardholders. Terms and conditions apply. Learn more here.
**The True Link Wallet (or “Wallet”) is a True Link Visa Prepaid Card issued as a virtual card by Sunrise Banks N.A., Sioux Falls, SD 57108, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement. True Link Financial, Inc. is a financial technology company and not a bank.
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TimeJune 23, 202610:00 amPacific /1:00 pmEastern
