Installation is performed by your firm administrator or an individual with a similar responsibility.

1. On the Navigation bar, select User Menu > User Preferences > Software Downloads.

2. Select Wealthscape Scheduled Exports Client Install Software and select Run.

   A InstallShield script launches. The script detects whether the prerequisite version of Microsoft .NET Framework is installed.

   - If not installed, select Install.
   - When prerequisite software is installed, a Welcome window displays.

3. Select Next to proceed with the installation.

   To install the service in the default destination folder, select Next.
   or
   To override this default setting and specify a different folder, select Change and browse to the location.

4. Select Install.

5. On the Completion window, select Finish.

   Go to: Authenticate a User

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