True Link Financial’s Guiding Principles

Third-party custodian

  • Client first.
    Portfolio construction based on the goals of the trust.
  • Importance of diversification.
    Define target exposures with the goal of capturing returns and minimizing risk. 
  • Eliminate inefficiencies.
    Carefully manage risks, fees, and taxes with the goal of maximizing net returns.
  • Partner with industry leaders.
    Clients benefit by working with the industry leaders we partner with.
Software for pooled trust accounting & reporting
An online beneficiary portal
Payment fulfillment
Encryption and data security
Mission-driven team

The True Link Protection Prepaid Visa Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to a license from Visa U.S.A. Inc. This card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.

We are required to periodically report certain Card information to the Visa Prepaid Clearinghouse Service (PCS) to assist in fraud prevention. Please contact PCS Customer Service for details regarding the information reported and on file with PCS. PCS Customer Service Department's business hours are Monday - Friday, 9:00 a.m. – 5:00 p.m. Eastern Time.

Visa Prepaid Clearinghouse Service Customer Service
Department 5005 Rockside Road, Suite 600-27
Independence, OH 44131 PH Phone 1-844-263-2111 Fax 1-844-432-3609