How can we help?

We will be closed Monday, May 27th in observance of Memorial Day

Where to Begin ...

Follow

Once you have the Circle of Wealth software loaded onto your desktop and/or you have logged into iCOWapp.com, the web-based version of the software, you should begin your included training available on the members website: members.moneytrax.com.  

If you purchased the system with the Production Accelerator Course:

 

  • Log into the members website, click on My Courses > Production Accelerator Course.
  • On the My Courses, PAC page you will find the logistics to participate in the live sessions, shared documents and the recordings archive.  
  • Click here to download the COW PAC Quick-Start Checklist with an outline of where to begin.  
  • Click here for a walk-thru of the Production Accelerator Course resources.

 

If you purchased the system without the Production Accelerator Course:

  • Log into the members website, click on Training > Member Resources > New Members Orientation.  
  • On that page is a the Training Resource Guide (click here to download the guide); this step-by-step guide will help you learn and implement the system.
  • Be sure to watch the New Members Orientation video to help you get a jump-start on navigating the members website, the software and the client process.  
Have more questions? Submit a request

Comments

Powered by Zendesk