True Link Financial
Financial solutions for people with complex needs and those who care for them.
True Link Financial provides a Visa prepaid card and platform for families and professionals who support others, addressing the need to protect spending while preserving financial independence. The platform separates roles between a card administrator, who funds the account from an existing bank, monitors transactions, and configures settings, and a cardholder, who can spend within allowed limits, check balances, and view transactions without accessing settings.
Key capabilities include customizable spending rules that control where and how the card can be used, real-time purchase alerts, transaction history, and reporting. The platform also serves representative payees, fiduciaries, and nonprofit trustees with fund distribution, automated reporting, and built-in reports for SSA audits. Separately, True Link Financial Advisors, LLC offers investment management and trust administration services.
True Link is designed for families, professional caregivers, fiduciaries, and organizations supporting older adults, people with disabilities, and people in recovery. The company also provides investment management and trust administration through True Link Financial Advisors, LLC.
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