If someone else helps you manage a Visa® Prepaid Card, such as a family member, a caregiver, or a colleague at your organization, you can give them their own sign-in to the online dashboard at any time. You can also choose how much each person can do, based on their role in managing the account. The easiest way to add a new user is by emailing our Customer Support team.
In this article, you'll learn about the two access levels, how to request a new user, and what the new user needs to do to finish setting up their sign-in.
Please be aware that this article is for adding people who will help you manage the account. It doesn't change who is listed on the savings account itself. To change the Authorized Legal Representative (ALR) on an ABLE account, see How do I change the Authorized Legal Representative (ALR) for my account?
Before you begin
- The request must come from a user with full access. An existing user with full access on the account, such as the ALR or Authorized Individual, or the Account Owner for a 529 Savings Plan account, needs to send the request. If you have read-only access, please ask a user with full access on your account to send it.
- Decide which access level the new user should have. The two options are described below. We need to confirm an access level before we can give a new user access.
- Adding several users at once? If you'd like to add several users at once, please contact our Customer Support team, and we'll be glad to help.
Access levels
There are two access levels. If you're not sure which one is right for the new user, just let our team know, and we'll be happy to help you decide.
- Full access – Access to all features on the online dashboard.
- Read-only access – Access to reports and statements only. Read-only users can't make changes to Alerts, Spending Settings, Card ordering, or funding.
How to add a new user
Adding a new user takes two steps: one for you, and one for the new user.
Step 1 – Send us a request
- Email our Customer Support team at the address for your plan:
- STABLE Account: card@stableaccount.com
- All other ABLE accounts: ablecard@truelinkfinancial.com
- 529 Savings Plan accounts: 529card@truelinkfinancial.com
- In your email, include the new user's full name, their email address, and the access level you'd like them to have (full access or read-only access).
- Once we receive your request, we'll reply with a sign-up link for the new user.
Step 2 – The new user creates their sign-in
- The new user clicks the sign-up link from our Customer Support team.
- They enter the requested information and click Sign Up.
- Our Customer Support team completes the remaining setup and lets you know when the new user is ready to sign in.
Please be aware
- An access level must be confirmed first. If your request doesn't include an access level, our team will follow up with you to confirm it before we give the new user access.
- Each user has their own sign-in. Please don't share your email address and password with the new user. Once they're set up, they'll sign in with their own email address and password, and they'll have their own Access Code for when they contact our team.
- Dashboard access only. Adding a user gives them access to the Card's online dashboard. It doesn't give them access to the savings account on the Vestwell platform.
What happens next
Once the new user is set up, they can sign in to the online dashboard for your plan. From here, you may want to share:
- How to Log In Online – where to sign in for each plan.
- How to Enable Two-step Verification – add an extra layer of security to their sign-in.
- Contacting Customer Support - Access Code Management – find their Access Code.
If you'd like to change a user's access level or remove a user, or if you have any other questions about adding a user, please don't hesitate to contact our Customer Support team.