True Link Card – The card for professionals

 In Asset Protection Planning, Guardianship

The True Link Prepaid Visa Card is a better way for professionals such as guardians, fiduciaries, and trustees to manage and protect their clients’ finances.
With the True Link Card you can easily manage and monitor funds for each client. With online access you have the ability to transfer and disburse funds, block specific merchants, put a cap on ATM withdrawals, and prevent over-the-phone and online spending.
You can consolidate all spending into one prepaid debit card that can be funded online or over the phone. You can add money by transferring funds from a checking, savings, special needs trust or other source. You can also schedule recurring transfers and auto-refills.
As the administrator, you can meet the specific needs of each of your clients by approving certain expenses such as groceries, medications and social activities while restricting unapproved expenditures, for example online shopping or liquor store sales. You can prevent or limit cash withdrawals so your client can spend funds that you approve.
Setting up a True Link account is easy. With a low monthly fee of $10.00, you can start by creating an account online or over the phone with a True Link Advisor. All it takes is 5 minutes.
www.truelinkfinancial.com or 1-800-299-7646 for a Schedule of Fees and Charges
Note: This firm has no affiliation with this company and receives no compensation for this blog. It is strictly intended as an aid for our guardians and fiduciaries.

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