Payee Services & S.
Amazing customer service
Amazing customer service, hands down. Friendly, responsive, and very quick to respond. They are extremely patient, understanding, and kind whenever my clients call them with questions or concerns.

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
Payee Services & S.
Amazing customer service, hands down. Friendly, responsive, and very quick to respond. They are extremely patient, understanding, and kind whenever my clients call them with questions or concerns.
Professional G.
Great Job! Love this program for the seniors.
A home care O.
Simple and easy to use -- they keep you abreast as to the expenses dinging the account.
Trutsch
TrueLink is an excellent service with infrequent frustrations. My family has been involved with TrueLink since 2019 -before which we floundered through a number of other commercial or banking options that ultimately did not provide monetary freedom with well-defined parameters that my son needed. TrueLink provides those services and thus, over the last 3 years, my son has developed greater responsibility and oversight of his spending choices. I would suggest that more explanation is given in advance to the administrator about how the different cards are designed for specific objectives. All legal information about each type of pre-paid card is readily available online. However, the advantages (and disadvantages) for reaching certain objectves is not obvious from the legalese; providing that information would be helpful for an administrator to choose an appropriate card. TrueLink also administers the Maryland ABLE prepaid card program which I have used for about a year. Works well within the parameters of the ABLE program. TrueLink offers an investment program which I have not yet explored.
David K.
Using your system and card has been simple, efficient and effective. Thank you for all you've done
RepPayee
This is by far the easiest financial service to deal with which makes being a Representative Payee much less worrisome. It's a big deal to handle someone else's money. When you have a real PARTNER in that responsibility, someone who does their absolute best every single time assistance is needed for various personal needs of beneficiaries; that takes a good bit of stress out of the situation. I have absolutely NO negative feedback as every experience I've had with True Link has been professional, positive and courteous. If every business was as a pleasure to work with, there would be much happier people running around this world.
Anne
As a trustee for a special needs trust, this is an excellent way to maintain appropriate controls on the trust while providing some autonomy to the user at a very reasonable monthly fee.
Madeleine H.
I have found True Link to be invaluable in my work as a guardian. They are responsive and easy to work with and the online platform is easy to use.