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Step 1: Navigate to the "Accounts" page.
Step 2: Select the desired account and navigate to the "Accounts > Recurring Fees" page or click the "Recurring Fees" link towards the bottom of the page.
Step 3: Select the Category and Plan you wish to use, as well as the start and end date and click the "Submit" button. If no end date is specified, the recurring fee will be in effect indefinitely or until another plan is assigned from the same category.
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