Frequently Asked Questions
Got questions?
We’ve got answers!
What can we help you find?
- Getting Started
- About Truly
- Pricing
- Security & Privacy
- Visa Cards
- Checking Accounts
- Rewards & Cashback
- Expense Management
- Send & Receive Payments
- Integrations
- Accountants
- Partnerships & Referrals
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How does Truly Financial manage leads and prospects with other partners’ sales efforts?
We use a partner relationship management tool, which gives each Partner an end-to-end solution.
Once you register as a partner, we’ll contact you to conduct an onboarding session to help orient you with the tools available to you, like pre-written emails, social messages, and texts.
The portal is the hub where all of your activity is logged, through a unique identifying URL. Just log-in to manage your account, get resources, and get paid.