MoneyTrax Terms of Service
- MoneyTrax offers a 30-day money-back guarantee. After the 30-day period, all subscription payments are non-refundable.
- A software subscription is licensed to a single licensed financial professional* and may not be used by any other licensed financial professional.
- *A licensed financial professional is defined as a person who presents the software in the process of offering financial education, advice, and/or financial products. This includes but is not limited to, associates in the same office, team members, family members, partnerships, etc.
- Subscribers utilizing the software agree to the Software Licensing Agreement (linked here).
- Subscription prices are subject to change.
12-Month Commitment Terms for COW Foundations Course
- COW Foundations is offered as a 12-month training program at $100 per month (total program investment: $1,200). Enrollment reflects a commitment to complete the full 12-month term.
- If you choose to cancel before the 12-month term is complete, a $500 early cancellation fee will apply.
- By checking this box, you acknowledge the 12-month commitment and authorize MoneyTrax to charge any applicable early cancellation fee to the payment method on file.
Text Messaging & SMS Communication Terms
- By submitting a SMS Text Form on our website and checking the box to consent to SMS/text communications, you agree to receive informational and promotional text messages from MoneyTrax.
- Message frequency may vary depending on your interaction with our programs, services, and events.
- Message and data rates may apply based on your mobile carrier plan.
- You can opt out of receiving text messages at any time by replying STOP. For assistance, reply HELP or contact us at 321-369-9470 or [email protected].
- Your information will not be sold or shared with third parties for marketing purposes. For more details on how we collect, use, and protect your information, please review our Privacy Policy.