True Link helps Care Agencies, caregivers and their clients protect spending and help prevent fraud.

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For Families and Professionals

The True Link Visa® Prepaid Card

Send money, help protect spending, track purchases, get real-time alerts, and more.

250,000+ Families served

$175 MillionFraud prevented yearly*

300+Nonprofits served**

97%Of clients would recommend us

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 families
Your card has been a godsend for me; it’s been a very positive addition to our lives. Everything is easy to use and you have a great team!

- Customer love for the True Link Visa Card, Joseph M., supporting his father with a traumatic brain injury

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.

Stay 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 families
Your card has been a godsend for me; it’s been a very positive addition to our lives. Everything is easy to use and you have a great team!

- Customer love for the True Link Visa Card, Joseph M., supporting his father with a traumatic brain injury

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.

Helping families manage the spending
of their loved ones

Provide spending safeguards while
empowering a loved one with more financial independence.

Learn more about True Link for families
Your card has been a godsend for me; it’s been a very positive addition to our lives. Everything is easy to use and you have a great team!

- Customer love for the True Link Visa Card, Joseph M., supporting his father with a traumatic brain injury

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.

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.

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Fiduciaries

Conveniently transfer funds for all your clients and track spending with real-time alerts and automated reporting.

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Non-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 more

True Link Financial Advisors, LLC 

Investment Management* and Trust Administration

$1 billion in
AUM1 managed

17,000+ trust
beneficiaries2

25+ pooled
trusts3 served

Learn more

*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
Your card has been a godsend for me; it’s been a very positive addition to our lives. Everything is easy to use and you have a great team!

- Customer love for the True Link Visa Card, Joseph M., supporting his father with a traumatic brain injury

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.

The True Link Visa® Prepaid Card

Send money, help protect spending, track purchases, get real-time alerts, and more.

One account,
two experiences.

The True Link Visa® Prepaid Card helps families and professionals protect the finances of the people they support.

  • The Card Admin

    Fund from an existing bank, monitor transactions, and set spending settings

  • The Cardholder

    Spend where allowed, check balance, view transaction but cannot access settings

Easy for you to manage,
easy for them to use

Customizable
spending rules

The Card Admin sets where and when the Visa card can be used to make purchases to help protect spending and prevent fraud.

Learn more

Stay up to date with alerts and purchase history 

Real-time alerts help Card Admins to stay informed of recent purchases and view reports for an overview of spending history.

Learn more

Convenient for cardholders

The Visa Card can be used anywhere Visa debit cards are accepted and cardholders can easily make purchases while being protected with no access to funding or spending settings

Learn more

Getting started is easy

1. Sign up in 5 minutes

Provide details about yourself and the person you support.

Card questionnaire

2. Check the mail

The Visa card will typically arrive in the mail within 7-10 business days after an order is placed.

TrueLink angled card

3. Activate and fund

Follow a few simple steps to activate the Visa card and connect an existing bank account to add funds.

True Link card process

4. Set up spending rules

Customize from over 50 categories, plus the ability to block or allow specific vendors, set cash access, and more.

Card settings

5. Download the app

Use our mobile app to track spending, send funds, block purchases, and more while on the go.

preview screenshots
Sign up now

See how it works

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Serving Professionals who support others

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 more

Fiduciaries

Conveniently transfer funds for all your clients and track spending with real-time alerts and automated reporting.

Learn more
Couple smiling at each other

Non-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 more

Investment Management* and Trust Administration

True Link Financial Advisors, LLC proudly manages more than $1 billion in AUM¹ for 17,000+ trust beneficiaries² and 25+ pooled trusts³.

Learn more
¹Assets under management with True Link Financial Advisors, LLC as of 1/24/2023.
²Number of trust beneficiaries served by trusts for which True Link Financial Advisors, LLC serves as investment advisor as of 1/24/2023.
³Number of organizations that have pooled trust accounts where True Link Financial Advisors, LLC serves as investment advisor as of 1/24/2023.

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