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Clients Overview

Welcome Clients!

We are so excited to have content dedicated to you, our clients, on our website. Here you will find everything you need to help use your trust.


Our knowledgeable staff is ready to assist you Monday through Friday from 9:00 am to 5:00 pm EST.



Please don’t hesitate to call us if you have any questions.

(804) 740-6930

Tap into Your Account from Practically Anywhere

Available on both our website and mobile app

  • Request a Disbursement
  • Check the Status of Your Disbursement Request
  • View Your Account Balance
  • Review Deposit Activity
  • Download Quarterly Statements
  • Secure Access to Account Information

Check Out CCT’s New Mobile App!

CCT’s clients have an exciting new opportunity to access their True Link portal via phone! With the assistance of True Link, CCT has rolled out an easy-to-use new app that makes interacting with your True Link Client Account Portal from your phone a snap. The app is available in both the Apple App Store and the Google Play Store. To find it, search for “CCT Beneficiary & Advocate App.”

Set Up Your True Link Client Account

Follow these easy steps to set up your Client Account!

  1. Call CCT at (804) 740-6930 (9:00 am to 5:00 pm EST) to register.
  2. Once registered, you will receive an email from True Link Financial with the necessary information to get started.
  3. Spend less than 5 minutes to set up your password.
  4. Going forward, use our website or mobile app to access you account. 

If You Already Have Your Account Set Up

Head straight to the Portal by clicking the Button

Frequently Used Forms

All CCT Forms

Frequently Requested Documents

Is there something else you are looking for, but can’t seem to find?


Email us at contact@trustcct.org or

give us a call at 804-740-6930.

We are happy to help!

  • Payment Request Form

    To be submitted with supporting documentation (e.g., receipts, invoices, price quotes) for each disbursement request. Make copies of the form as needed. Keep confidential as the trust account number will be on this form.


    Printable Form

  • Recurring Payment Request Form

    To be submitted with supporting documentation (e.g., receipts, invoices, price quotes) to set up a disbursement that will be automatically processed each month. Make copies of the form as needed. Keep confidential as the trust account number will be on this form.


    Printable Form

  • True Link Payment Request Form

    To be submitted with supporting documentation for the request. Make copies of the form as needed. Keep confidential as the trust account number will be on this form.


    Printable Form

2023 Client Satisfaction Survey

In 2023, we surveyed our clients with the aim to address the values found on our Code of Ethics.


Our goal at CCT is to be knowledgeable, professional, trustworthy, empathetic, caring, and respectful. We received over 200 survey responses.


Here is what our clients said about us!


96%

would recommend CCT.

98%

say our staff is professional.

96%

say our staff is helpful and knowledgeable.

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