Our goal is to ensure that our members are taking full advantage of the Circle of Wealth® system. MoneyTrax takes great pride in its technical support for licensed advisors through our highly trained and dedicated in-house staff. If advisor questions go beyond the functionality of the software, MoneyTrax also utilizes a volunteer professional advisor willing to assist with client scenario based questions.
Live phone support is available weekdays from 9:00am-5:00pm CDT.
We look forward to providing you with superior customer service!