Setting up FX Intelligence

Last updated: September 22, 2025

Getting started

  1. Go to the Primary dashboard, navigate to the "FX" section on the left navigation bar.

  1. View the overview tab where your total currency holdings will be reflected.

  1. If funds are not being shown, please ensure accounts are correctly connected through this help article: Connect External Accounts with Primary.

  2. If troubleshooting is required, please contact support@primary.tech.

Leveraging hedging

To explore hedging, please contact support@primary.tech.