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PFSBreeze Financial Statement Software
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Downloading and Installation Instructions
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Important Notes:
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| | FINANCIAL STATEMENTS MUST BE SIGNED AND DATED. Please print your completed financial statement, sign and date it before sending to your officer |
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| | Please do not send sensitive information by e-mail |
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| | Depending on your computer, download time may vary. Approximate download time
is 1 - 5 minutes
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Downloading PFSBreeze to Your Computer
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| | You may wish to print this page before beginning the Download and Install process |
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| | Click on the DOWNLOAD PFSBREEZE SOFTWARE link |
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| | Select the SAVE option and click OK |
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| | Locate the 'SAVE IN' box (at the top of the window) and use the drop down arrow to locate and select DESKTOP |
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| | Once DESKTOP is selected, click SAVE |
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I want to Download the PFSBreeze software. |
Install procedure
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| Once the download is complete, exit from the Southwest Securities, FSB web site and go to your desktop (the computer screen where all your icons are located). Look for the icon created from the download. It looks like this: |
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| | Double click on that icon |
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| | Wait for the install screen, and click NEXT |
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| | At the license agreement screen, review the agreement and if you agree with the terms and conditions, click YES |
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| | At the Destination Folder screen, click NEXT |
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| | Click FINISH to complete the setup. Setup is now complete and the program has been installed |
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Starting the Program
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| | To run the program, click on the START button in the bottom left hand corner of your Windows screen; then click on PROGRAMS; and click the icon for PFSBreeze |
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It's so simple it's a breeze! |
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PFSBreeze Product Uninstall Procedures
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If you ever choose to remove the software;
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| | Go to Control Panel under My Computer |
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| | Under Control Panel, look for Add / Remove programs |
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| | Double Click on the Add / Remove program icon |
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| | Use the pull down to find the PFSBreeze software you want to remove |
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| | Highlight that software and click the Add / Remove tab. Click Yes to remove the software and it's components |
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