- MoneyTrax offers a 30-day moneyback guarantee. After the 30-day period, all subscription payments are non-refundable.
- If you need to cancel your subscription, contact our support team. Please note: outside of the 30-day moneyback period, there are no refunds.
- All pricing is subject to change.
- A Circle of Wealth® system subscription is licensed to a single advisor* and may not be used by any other advisors.
- *An advisor is defined as a person who presents the Circle of Wealth® software in the process of offering financial advice and financial products. This includes, but is not limited to, associates in the same office, team members, family members, partnerships, etc.
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