Customizable spending rules
Set where and how the Visa card can be used to make purchases to help protect spending and help prevent fraud.
Learn more about True Link for familiesStay up to date
with alerts and purchase history
Real-time alerts help Card Administrators stay informed of recent purchases and view reports of spending history.
Learn more about True Link for familiesHelping families manage the spending
of their loved ones
Provide spending safeguards while
empowering a loved one with more financial independence.
Serving professionals since 2011
Rep Payees
Distribute funds to Visa cards and skip the hassle of sending checks, plus access built-in reports that help with SSA audits.
Learn moreFiduciaries
Conveniently transfer funds for all your clients and track spending with real-time alerts and automated reporting.
Learn moreNon-profit Trustees
True Link’s spending rules help empower your clients to live independently while providing transaction-level visibility into spending, built-in reports, and more.
Learn moreTrue Link Financial Advisors, LLC
Investment Management* and Trust Administration
$1 billion in
AUM1 managed
17,000+ trust
beneficiaries2
25+ pooled
trusts3 served
*Investment Management Services are provided through True Link Financial Advisors, LLC, see footer for additional information.
About Us
True Link was created to provide financial solutions to people with complex needs and the people who care for them. We founded the company to make life better for our own loved ones, and are proud to serve vulnerable elders, people with disabilities, and people in recovery – day in and day out.
Learn more about True Link for families