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Support for LPL Advisors utilizing PreciseFP

Updated over 10 months ago

When you activate your fre trial with PreciseFP, we will proactively reach out and offer you two free, 30-minute Zoom Sessions to help acclimate you to the software.

PreciseFP offers a live chat in lieu of a phone line for Support. We are in the bottom right-hand corner of the PreciseFP website and application from 9 AM - 6 PM ET, Monday - Friday:

​On our website

Within the application

More information about PreciseFP Support can be found at:

If you can't make a live session, we have a recording of our announcement webinar that can also be viewed.

PreciseFP also has a Knowledge Base and YouTube channel full of resources:

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