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  • How can I connect a bank account?

    Log in to your account, go to the “Settings” tab and click on the “Add a new bank” button. Follow the steps to link a new bank account by connecting via Plaid or manually adding an account. Keep in mind that you won’t be able to withdraw money to a newly added bank account immediately. There is a...

  • How can I use the card to track expenses?

    You may obtain your balance information, along with a 60-day history of your account transactions, at no charge here, or by calling 1-844-599-4690. You also have the right to obtain a 60-day written history of account transactions by calling 1-844-599-4690 or by writing True Link Financial, Inc.,...

  • How do gifting limits work?

    Gift contributions count toward your contribution limit for the year. Friends and family will be prevented from making gift contributions that go beyond the gifting limit you set, but gift contributions could also be capped by contributions you make.  For example, if your gifting limit is set to...

  • How do I add another STABLE account?

    Start by logging in to your existing account. In the upper right corner of your screen, or in the navigation on your mobile device, find the icon next to your name that looks like a profile picture. Click on the arrow to enable a drop-down menu. Find the link that says, “Add account.” Click and...

  • How do I add money?

    Once your bank account is connected, you can make a contribution of at least $1 directly into your STABLE account at any time online. It’s easy and secure. You can also set up monthly transfers of at least $1 to add funds automatically each month.  You can also make a contribution by check.  Make...

  • How do I add multiple bank accounts?

    Once you’ve logged in to your STABLE account, find your “Account” section in Your Profile, and click on “Add a new bank account.” Follow the steps to connect a new bank account associated with either the beneficiary or the Authorized Legal Representative. Keep in mind that you will not be able to...

  • How do I change my address?

    If you’re the beneficiary of an account, or an Authorized Legal Representative (ALR), you can update your address directly from your profiles, accessible through the dashboard. As an ALR, you can manage a beneficiary’s address (where all statements and communications are sent if you select to...

  • How do I choose my investment options?

    When you open a STABLE account, you will be asked to pick your investment options. You will be shown all five options, and you will assign a dollar amount to each option. You can choose multiple options or only one option. Each time you request a contribution, you must enter the dollar amount for...

  • How do I know if I’m an Authorized Legal Representative (ALR)?

    An Authorized Legal Representative (ALR) is someone who is allowed under state and federal law to make decisions for the STABLE account beneficiary. You’re an ALR if you are selected by the eligible beneficiary with legal capacity, you have Power of Attorney, are a conservator or legal guardian,...

  • How do I load the card?

    The STABLE Visa® Card offers a convenient way for beneficiaries and Authorized Legal Representatives (also known as ALRs) to spend funds from a STABLE account. Here’s how to fund your STABLE Visa Card: Log in to your STABLE account at www.sumday.com/login Once you’ve logged in, initiate a...