How can we help?

Terms, Conditions & Our 30-Day Moneyback Guarantee

  • MoneyTrax offers a 30-day money back guarantee on your initial purchase.  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 prices are subject to change.
  • 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.
Have more questions? Submit a request