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I clienti possono utilizzare il servizio Gestisci istruzioni permanenti per richiedere l'aggiunta o la rimozione di istruzioni per l'impostazione di pagamenti ricorrenti e puntuali dai loro conti di investimento.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile in: Versioni Professional Edition, Enterprise Edition e Unlimited Edition in cui è abilitato Financial Services Cloud |
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