Christopher C.
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Families 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
Showing 447 reviews with 5 stars · Clear filters
Christopher C.
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Cipa
Without TrueLink, my mother, who had dementia, would not have been able to live semi-independently for the last seven years of her life. Her True Link card offered everything we needed. The card could be linked to checking accounts that are held in trusts (most prepaid cards do not allow this); it could be completely controlled by the trustee or guardian; and it could be set up with incredible specificity. For instance, we limited her transactions to $300 for a single transaction, except at Costco, where she used the pharmacy and so needed to be able to spend more than $300. She could not make donations to charity but she could pay library fines, which it turns out are considered a charity (who knew?) She could not pay contractors or wire money, so was safe from common scams. I set up the card so that I would receive a text every time she spent more than $75 on something, which was a great way to ensure no one was ripping her off. Finally, I set up the card so that every time the balance dropped below "x", "y" hundreds of dollars would automatically be transferred into her account. I've read some of the low ratings on this site, and it seems that those folks for some reason did not utilize the auto-transfer feature. By using auto-transfer, my mother always had all the money she needed for groceries, outings with her caretakers, restaurant meals, doctor co-pays, and clothes shopping. She could even use it to order from QVC. Finally, the only two times I had an issue (my mom lost her card once and I needed to close the account when my mom passed away) I received prompt, compassionate, extremely helpful service. Thank you, True Link, for giving my mother the freedom to live at home until the end.
Colleen M.
As a parent of a special needs adult child who has been scammed by online cyber crooks, I found the procedure for setting up a True Link debit card account for my daughter very easy, expedient, and stress-free. The friendly and attentive customer service team was immediately available to respond and provide guidance when I ran into a snag. The situation was quickly addressed. Setting up my daughter's True Link account has provided me great peace of mind moving forward knowing that she can exercise some financial independence without the risk of being hoodwinked out of her money. This financial system provides safeguards and transparency of all transactions associated with the account.
Deborah K.
We have been clients of True Link for over ten years as my son has been in various treatments and living situations as he battles substance use disorder. I have relied on his True Link account to help me support him with guardrails for spending that can also be monitored by his treatment team. The True Link client service team has been so kind and considerate and have always come through for us quickly in every situation where we have needed assistance. True Link has been a trusted partner that has really walked with us through this journey. I highly recommend True Link.
Dorsche P.
We have always had a great experience with True Link. Their staff is friendly and responds quickly. They always do their best to find a solution.
Dick R.
The customer service people are very knowledgable and friendly. My experience with True Link has been outstanding.
Nancy N.
It’s a perfect way for me to manage my son’s finances. I’m so glad a friend recommended this service.
Rebecca S.
True Link is a great way to be able to control and monitor the funds your loved ones use. It gives them a sense of freedom and helps them learn how to manage their financial lives. True Link is an empowering tool that benefits both the administrator and the recipient.