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I’m wondering if anyone has used TrueLink with their clients. I’m considering having a client with overspending issues use this pre-paid Visa service and am looking for any comments/advice regarding your experience. Thanks, Beth Carroll
We at Eddy & Schein use them all the time. It is a wonderful card. You can set the stores your client may shop in and the amounts they may spend, and a bunch of other useful options.
Gideon Schein
I completely agree with Gideon. I use the card for clients that have spending issues and we can control access to certain industries/stores and can limit spending amounts, withdrawals etc. The card is $10/month and so worth it.
Diane Summers
Family Financial AllianceI am using TrueLink with a client of mine who has been overspending as well as getting scammed by internet and phone frauds. It has definitely been helpful in that regard, as you can place blocks on certain types of charges and and we have blocked all phone or internet charges so she can’t be scammed anymore. Cash can only be taken out at certain ATMs – in our area, at CVS or RiteAids – but my client has memory issues so she continues to use regular banks and incurs a $3 fee each time. Otherwise, it’s been great.
I’ve only used it for personal reasons with my mom, who we support. It’s easier than mailing her a check every month. I simply transfer money from my checking account to the card every month or so to help supplement her expenses but keep her accountable. $10/mo fee.
I absolutely love the company and this card. Using them for multiple clients. Great customer service and understanding of clients’ needs.
I use the card with a client who has 24 hour health aides. The aides use the card for groceries, etc. and I am able to monitor the spending and make any necessary restrictions on use. As said previously, the customer service is very responsive.
I have a client who uses this card as well. The mom has the card which the caregivers use for outings, small drug store purchases (nail polish, snacks) and the son watches the purchases from afar and replenishes when necessary. It’s a win-win for everyone!
I have used this for 2 of my clients and have had great customer service when needed. Easy to use and just recently added the auto replenish feature to one of the cards. The Caregiver likes using it too, so she doesn’t have to get cash from our mutual clients for grocery and med runs.
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