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
Showing 45 reviews with 4 stars · Clear filters
Fiduciary
Pretty good, customer service is usually speedy (if you email). They need to focus on developing more options for how to monitor spending (example: setting spending limits per category for a duration of time instead of single transactions) than on how their site looks. Aside from that, Truelink is useful, customer service is good, and we use it for almost all our clients.
Anchor S.
In 2021 it took a very long time to receive a card for a new client. I was told this was due to the Pandemic and the card maker. However, I also had to get three cards before I got one that would work. I think that problem was on True Link, not the card maker. Also, some of my clients cannot afford the $10.00 per month service fee. It would be helpful if you had a program for indigent people on Medicaid or other Federal and State support and cannot afford even the $10.00 fee, but who would like the autonomy of having their own debit card. Thank you. (I am a Certified Professional Guardian in Washington State).
Bayview Hunters Point M.
We (including our clients) like True Link Fianacial Services. The biggest concern now is the time it takes to get a standard True Link replacement card.
Smelter City Payee S.
We have about 150 clients using True Link debit cards. Customer service is excellent. The process to schedule transfers is simple. Replacing lost/stolen cards could not be easier.
The State Bank of G.
We had a card that there were charges made by someone other than the cardholder. We called and closed the card and requested that a refund be issued for the balance on the card as we would not be ordering a new card at this time. The refund was sent and the charges in question were researched. Ultimately a refund was sent for those charges. The one concern I have is our clients cards have been compromised either by a security breach on True Link end or due to someone other than the authorized person using the card. The true link representative always wants to leave the card open saying it is secure. This is certainly not in line with our compliance procedures. Otherwise service was good and prompt.