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.
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