Recommendations

Editing or Clearing Your Needs

Your situation changes. How to update the answers behind your Pro Kit recommendations, start again from scratch, or clear them completely.

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You can change the answers behind your recommendations as often as you like.

1. Open Edit My Needs

Go to the For You tab on the Financial options page and choose Edit My Needs at the top right. You'll see "Editing your needs" with three choices.

2. Choose what to do

  • Edit my current needs (listed with the categories you chose last time) takes you back to "What do you need?" with your categories already selected, so you can add or remove any. Then go through the questions again with your previous answers already selected; change any you want and choose Next to keep the rest.
  • Start from scratch takes you back to "What do you need?" with nothing selected, so you can build your recommendations again.
  • Clear my needs deletes your saved answers. You'll see "Needs cleared", and the For You tab goes back to the Get My Recommendations card.

3. See your updated matches

When you finish, your recommendations are rebuilt from your new answers straight away.

Clearing your needs only removes your recommendation answers. It doesn't affect your subscription, your feedback or anything else in your account.

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Frequently Asked Questions

Yes. Choose Edit my current needs, add the new category on the first screen, and your previous answers for the other categories stay selected as you go through.
Choose Clear my needs. You can still browse everything on the All tab and the category tabs.

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