True Link FinancialReviews of truelinkfinancial.com

True Link Financial reviews

588 approved reviews, newest moderated first

Grace Mountain L.
Mar 3, 2022
Great for clients with intellectual disabilities!
This was a lifesaver! Our clients find it so easy to use and the support staff at TrueLink is SO helpful.
Report
MassMutual T.
Mar 3, 2022
Great product and service is always top…
Great product and service is always top notch whenever we have questions
Report
Butler & C.
Mar 3, 2022
Always quick with response and helpful…
Always quick with response and helpful with our requests!
Report
John Lonobile S.
Mar 3, 2022
No problems!
No problems!
Report
Sue H.
Mar 3, 2022
True Link is a wonderful card service…
True Link is a wonderful card service that offers personal customer service and provides quick access to our client cards for review. I would highly recommend you look into this service for your payee clients.
Report
Janis H.
Mar 3, 2022
It's a great service and is helping…
It's a great service and is helping protect my client. I have recommended you to many people! My only wish is that there was a way to set an overall spending limit per merchant by time period (week/month). ie. limit Amazon but allow groceries.
Report
T R.
Mar 3, 2022
User friendly
Access, usage and reports are excellent. What is missing is the ability to upload transactions into Quicken or at the very least into a .csv file.
Response from True Link FinancialMar 9, 2022
Thank you for your feedback - I am happy to report that both of these options are available to you! True Link does provide the ability to download reports as .csv files directly from our website. Our team can help point you to this option. Please reach out to [email protected] for assistance. Alternatively, our customer support team is able to assist with generating Quicken reports. Simply email our team at [email protected] with the report you need, and our team will do the rest!
Report
Connections Guardianship S.
Mar 2, 2022
Wonderful customer service
Wonderful customer service. They fix any issue in a very short amount of time.
Report