- 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.