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PreciseFP - How to Integrate

This article will walk through how to set up the Income Lab integration with PreciseFP.

Last published on: February 04, 2026

⚠️ Important Note Before Integration

The PreciseFP integration only supports data from their standard templates. Any customized data sets will not come through with the integration. 

Any existing households already in Income Lab, or any households using custom objects created inside PreciseFP will not be able to be imported.

Some integrated data will not be live-synced after integration. This is a one-time information import; not every object will be updated when changes are made to a PreciseFP account. Only select objects will have live syncing after integration.

See a list of PreciseFP Objects at the end of this article to see what objects will remain live, and what objects will only be a one-time data import.

PreciseFP Objects

Data that will be live-synced continuously:

  • Household info
  • Retirement dates
  • IRA accounts
  • 401k accounts
  • 403b accounts
  • 457b accounts
  • Loans
  • SEP IRA accounts
  • Roth IRA accounts
  • Taxable accounts
  • Roth 401k accounts
  • Mortgages
  • Simple IRA accounts
  • Credit Cards
  • Banking Accounts
  • Certificates of Deposit
  • College Funds
  • Annuities

Data that will NOT be live-synced and is a one-time data import:

  • Other Assets
  • Personal Properties
  • Pensions
  • Employment
  • Self-Employment
  • Social Security
  • Life Insurances
  • Major Purchases
  • Health Insurances
  • Disability Insurances
  • Long-Term Insurances
  • Homeowner Insurances
  • Auto Insurances
  • Umbrella Insurances
  • Malpractice Insurances
  • Other Insurances
 
 
 

 

 

Video: PreciseFP Integratin Tutorial

Video Transcript
 
 

 

Step 1: Initiate the Integration
 

  1. Select your profile in the top right side of the screen, then click Integrations.

 

  1. Click Add Integration.

 

  1. Select PreciseFP from the window, then click Link.

 

  1. Carefully read the integration instructions, then click Start Integration Now.

 

  1. Enter your PreciseFP email address and password, then click Sign In.

 

  1. You will be redirected to the Income Lab application, where you'll see that your PreciseFP integration is active.

 

 

Step 2: Add Linked Accounts

  1. Go to the main Households page, select a household or click Import Household to import full household data into Income Lab.

 

  1. Edit the household by clicking the pencil icon on the top right of your Dashboard.

 

  1. On the Assets page, click Add Linked Accounts.

 

  1. On the left side, select the Source as PreciseFP, use the search bar to find your household, use the drop-down menu to open and show all accounts, then select the accounts you would like to link to Income Lab. Click Save to finish.

 

You will now see the accounts linked under the assets list. The linked accounts will be indicated by a blue link icon. 

 

➡️ Questions?

Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.

 


 

 

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