In an increasingly complex financial world, individuals and families require tools that not only manage money but do so with care and protection. True Link has emerged as a leading financial services company tailored to the needs of caregivers, seniors, people with disabilities, and professionals managing trusts. Its purpose-driven approach combines innovation with compassion.
Table of Contents
- What Is True Link?
- Core Services Offered
- True Link Visa Card
- Investment Management
- Trust Administration
- How True Lin’k Supports Vulnerable Populations
- Key Benefits of Using True Lin’k
- Who Can Benefit from True Lin’k?
- Security and Regulatory Compliance
- Table: Overview of True Lin’k Services and Features
- Customer Testimonials
- Conclusion
- Frequently Asked Questions (FAQs)
What Is True Link?
True Link Financial is a San Francisco-based company offering a suite of financial tools designed specifically for vulnerable individuals and those who support them. Through services like prepaid cards, investment advisory, and trust administration, True Lin’k stands apart by prioritizing protection, customization, and ease of use.
Core Services Offered
True Link Visa Card
This reloadable prepaid Visa card allows caregivers and administrators to set spending rules and monitor transactions in real time. Ideal for seniors, individuals with special needs, or those in recovery, it gives users autonomy while offering oversight to guardians and family members.
Investment Management
Offered through True Lin’k Financial Advisors, LLC, this service provides tailored investment solutions for clients such as pooled trusts, ABLE accounts, and guardianships. Advisors work closely with fiduciaries to ensure investments align with beneficiaries’ financial goals and legal guidelines.
Trust Administration
True Lin’k partners with nonprofit and private trust organizations to provide integrated services for managing disbursements, compliance, and investments. Their platform simplifies record-keeping and improves transparency.
How True Link Supports Vulnerable Populations
True Link’s mission centers around serving people who are often overlooked by traditional financial institutions. These include:
- Seniors who may be at risk of fraud or financial abuse
- Adults with disabilities receiving public benefits
- Individuals recovering from addiction
- Families managing special needs trusts
The platform is equipped with tools that help ensure financial independence without compromising safety.
Key Benefits of Using True Link
- Custom Spending Controls: Prevent purchases from restricted categories (e.g., alcohol, gambling).
- Real-Time Alerts: Immediate notifications for unusual spending behavior.
- Direct Deposit: Easily add funds through SSI, SSDI, VA, or paychecks.
- 24/7 Monitoring: Guardians and trustees have access to transaction reports.
- No Credit Check: Cards are available without the need for a credit history.
Who Can Benefit from True Link?
- Family Caregivers: Simplify caregiving duties with tools that minimize financial risk.
- Professional Fiduciaries: Streamline fund disbursement and regulatory compliance.
- Nonprofit Organizations: Offer beneficiaries greater access to resources while maintaining oversight.
- Trust Beneficiaries: Gain independence with safe access to funds.
Security and Regulatory Compliance
True Lin’k Financial Advisors is registered with the U.S. Securities and Exchange Commission. Their systems employ bank-level encryption, regular audits, and dedicated compliance oversight. Funds on the True Lin’k Visa Card are FDIC-insured through a partner bank.
Table: Overview of True Link Services and Features
| Service | Description | Primary Users | Key Features |
| True Link Visa Card | Reloadable card with real-time monitoring | Seniors, caregivers, trustees | Custom controls, fraud protection, instant alerts |
| Investment Management | Customized portfolios for fiduciaries and pooled trusts | Fiduciaries, trust managers | SEC-registered advisors, risk-appropriate options |
| Trust Administration | Admin tools for managing trusts and disbursements | Nonprofits, attorneys, financial advisors | Compliance tools, integration with investments |
Conclusion
True Link offers more than just financial tools—it provides peace of mind. Whether you’re managing a trust, caring for a loved one, or advocating for someone with special needs, True Lin’k delivers trusted solutions designed to meet complex financial needs. With security, transparency, and flexibility, it is redefining financial empowerment for vulnerable populations.
Frequently Asked Questions (FAQs)
What is the True Link Visa Card?
The True Lin’k Visa Card is a reloadable prepaid debit card designed for controlled spending with customizable restrictions and monitoring features.
How does investment management work through True Link?
Investment services are provided by True Lin’k Financial Advisors and are tailored for pooled trusts and fiduciary accounts. Advisors work with clients to align investments with each trust’s goals.
Is True Link safe?
Yes, the company uses encryption and FDIC-insured accounts for the card product. Investment services comply with SEC standards.
Can the card be used for Social Security or VA benefits?
Yes, it can receive direct deposits from various sources including government benefits.
Who owns and operates True Link?
True Lin’k Financial, Inc., operates the platform and its registered advisor subsidiary, True Lin’k Financial Advisors, LLC.
