True Link FinancialFamilies and professionals rely on True Link to help manage and protect the finances of the people they support.
True Link Financial (truelinkfinancial.com) has 588 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
588 approved reviews, newest moderated first
Patrick M.
TrueLink is such a valuable service. I have a client with special needs and I need to control their spending because they cannot, especially because we are not physically near each other. And, on the occasions when I need customer service, the TrueLink team is very responsive and able to help.
Jay
I initially found their services convenient, but challenges arose when I needed customer assistance. Considering the annual fees exceed $140, I expected more reliability from their support team. Unfortunately, customer service is unavailable on weekends or outside business hours. If your card gets frozen by their system, you'll have to wait until the next business day for any resolution. Even after several calls confirming that the potentially fraudulent transactions were made by me, they refused to unfreeze my card. Additionally, replacing a card comes with a fee—$5 for a standard replacement or $30 for expedited delivery, which still takes 3 to 4 business days. The card itself is not durable, as it seems to be made of compressed material instead of plastic. If it gets wet, you'll likely need frequent replacements. While they have positive aspects, these challenges left me disappointed.
Response from True Link FinancialApr 1, 2025
Dear Janet, Thank you for sharing this feedback with our team. We are sorry to hear that you were unable to reach our team after your card was temporarily blocked. While our phone lines are open Monday - Friday from 9 a.m. - 8 p.m. ET we do have members of our support team responding to urgent voicemail messages on weekends from 9 a.m. - 4 p.m. ET. As you mentioned, True Link Visa Cards are temporarily deactivated when suspicious activity is detected. Depending on the reason for the deactivation it is not always possible for our support team to reactivate a card without first escalating to our Operations team. This said, upon reviewing your account and recent information you shared about your card activity, we have updated your card settings in the hope that you will not run into this same difficulty moving forward. We appreciate your feedback about the card’s durability. If your card Administrator reaches out to our support team we would be happy to issue you a new card at no additional cost. We would order the card in such a way that the current card would remain active. If you have any follow-up questions or feedback please don’t hesitate to contact our support team at 1-800-299-7646.
ROBERT D.
Customer support was both patient and excellent. I was walked through the entire experience.
Kelly C.
I like the product, it’s perfect for my particular situation, what I like best of all is having an account representative to reach out to if I have a question or concern. My rep Todd C.has been great ! I am thankful.
Barbara
I did learn some additional new things I didn't know but had questions
David B.
Website not working well. Every time message: Error 403 Forbidden, Representative did not solve problem
Response from True Link FinancialFeb 25, 2025
Thank you for taking the time to speak with a different member of our Support Team on this issue. We are sorry to hear that you are continuing to experience an error message when you attempt to log in to our website. As our Support team member shared, we are not able to replicate the issue you are experiencing so it is likely that you will need to update your browser to make sure you are using the latest version. We are glad that you were able to access your account successfully using your phone. If you have any follow-up questions, please don’t hesitate to call our support team at 1-800-299-7646. I’ve left detailed notes on your account so that the next team member you speak with will be best able to assist you if you need help accessing your account in the future. Thank you!
Thomas
Awful service. They will disappoint you after ordering a card
Response from True Link FinancialMar 4, 2025
Dear Thomas, Thank you for sharing this feedback with our team, and we regret to hear that you’ve had a less than positive experience so far. We would welcome the opportunity to connect with you and learn more about what our team can do to make your experience better. We take customer feedback seriously and are here to help however we can. Our Support Team can be reached at 1-877-264-8783 Monday - Friday from 9 a.m. - 8 p.m. ET. We look forward to hearing from you.
Jerry
True Link Financial has been a reliable and accessible service that has allowed me to easily convey money to my son who suffered from severe mental illness over many years. We did not live close by, but I would have used this service anyway because it allowed us to avoid the frictions involved with discussions about various problems relating to money. It was also easy to use. My son passed recently and I am thinking about the many support services relating to mental illness. I very much appreciate the thoughtful efficient program and people involved with True Link Financial. They responded to many situations such as lost cards very quickly. I recommend True Link Financial without reservation.