...
Step 2: Select the Category and Plan you wish to use, the desired start and end date and enter which accounts you would like to update.
Please note, if Note: if no end date is specified the recurring fee will be in effect indefinitely or until another plan is assigned from the same category. If you would like to only update accounts that have an undesirable fee schedule assigned, select the old Category and Plan to be changed to your newly selected choice.
...