MoneyTrax Terms & Conditions

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

  • By enrolling in the COW Foundations Training Program at the monthly rate of $75 per month, you agree to a 12-month commitment (total program cost: $900).
  • If you cancel your enrollment before completing the full 12-month term, you will be charged an early cancellation amount equal to the lesser of: $500, or the remaining unpaid balance of the $900 program cost.
  • By agreeing to the 12-month commitment, you authorize MoneyTrax to charge any unpaid balance to the payment method on file.

Text Messaging & SMS Communication Terms

  • By providing your mobile number, you consent to receive text messages and notifications from MoneyTrax, Inc. for informational and promotional purposes.
  • Message frequency may vary depending on your interactions with our training programs and services. Standard message and data rates may apply.
  • You may opt out at any time by replying STOP to any message or by contacting us at [email protected].
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