True Link Financial vs Vestwell

True Link and the True Link Visa® Prepaid Card help more than 150,000 families and professionals safeguard spending and support the financial independence of the people in their care. The True Link Visa Card can be used to send money, help prevent certain spending, track purchases, get real-time alerts, and much more. Independence for Cardholders ∙ Check your balance anywhere, at anytime ∙ Sign in easily with the last four digits of your True Link Visa card ∙ See transactions and upcoming transfers ∙ See your spending settings Tools for Card Administrators ∙ Load funds onto Visa cards from connected bank accounts ∙ Set up and edit one-time transfers ∙ Block or allow transactions, including access to cash ∙ Have visibility into when a purchase is blocked or spending limits are reached ∙ Manage spending settings Download the True Link Mobile App as a cardholder or card administrator to help make your life a little simpler. True Link Financial, Inc. is a financial technology company and not a bank. The True Link Visa Prepaid 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 anywhere Visa debit cards are accepted.

Vestwell is on a mission to help savers build the financial future they deserve. Businesses, advisors, individuals, and state governments alike trust our solutions to make saving more accessible and intuitive for all. Wherever you may be in your savings journey, Vestwell grows with you. Our platform is a versatile, one-stop solution for all of your financial needs, including retirement, education, disability and emergency savings solutions. Join more than one million savers who trust Vestwell to save for life’s milestones. Build Your Financial Future Simplify your savings journey and easily track your progress toward your long-term and short-term financial goals—all on one intuitive platform. Take Control Of Your Savings Our mobile app offers the full functionality of our web portal, allowing you to manage your savings seamlessly from your phone. - Maximize Your Savings - Track savings goals, including any employer match - Change your savings amount - Select or change your investment strategy - Roll over funds to easily consolidate savings accounts - Manage Your Account(s) - Designate beneficiaries - Update your contact information - Download statements and documents - Access Your Funds - Initiate withdrawals or loans - Find the distribution options available to your plan - Get Support - Explore financial education resources - Chat with a Vestwell service representative Access Robust Service Access personalized service through phone, email, and live chat—you can get the help you need when you need it. Plus, explore our comprehensive help center with 375+ how-to articles and videos. Experience Modern Technology Take advantage of our streamlined user experience, which makes navigating your savings portal a breeze. Sign up in 3 minutes or less, and set or adjust your savings with just a few clicks. Have Peace Of Mind Our platform was designed with security in mind. We safeguard your data consistent with industry best practices. See how you can save with the Vestwell mobile app, designed to help you build your savings confidently. Vestwell and its logo are registered trademarks of Vestwell Holdings Inc.