Introduction
The OKX Unified Account is now live! This innovative feature simplifies asset management across multiple trading products. While powerful, you might have questions about optimizing its use. Here we answer the 10 most common queries with step-by-step guidance.
👉 Master OKX trading strategies
1. Switching Between Trading Modes
The Unified Account offers three distinct modes tailored to different experience levels:
Simple Trading Mode (Ideal for beginners)
- Designed for spot trading only
- No knowledge test required
Single-Currency Margin Mode (Intermediate traders)
- Supports spot, margin, and futures trading
- Requires passing a basic knowledge assessment
Cross-Currency Margin Mode (Advanced traders)
- Enables sophisticated trading strategies
- Requires passing an advanced knowledge test
How to switch modes:
- Navigate to the trading interface
- Click the menu button (top-left)
- Select "Trading Settings"
- Choose your preferred "Account Mode"
2. Locating Your Assets
All assets are consolidated under the "Assets" tab (bottom navigation). Account displays vary:
Existing Users see:
- Funding Account
- Trading Account
- Classic Account
- Financial Services
New Users see:
- Funding Account
- Trading Account
- Financial Services
👉 Optimize your asset allocation
Key Note: Classic and Unified Accounts maintain separate:
- Asset pools (transferable for spot)
- Margin positions (non-transferable)
Always maintain adequate collateral when switching modes.
3. Finding Trading Pairs
Discover trading instruments through three methods:
Method 1: Trading Page Search
- Click the trading pair dropdown
- Enter your target currency
- View available spot/margin pairs
Method 2: Product Navigation
- Select "Display Switch"
Browse by product type:
- Spot
- Perpetual Swaps
- Futures
- Margin
- Options
4. Resolving Contract Closure Issues
If unable to close positions:
- Check active Take-Profit/Stop-Loss orders
Cancel these orders via:
- "Order Type" dropdown
- Select "TP/SL" tab
- Manually cancel pending orders
5. Checking System Maintenance Schedules
Plan around upgrades:
- Select "More" on homepage
- Choose "Status" at bottom
- View "Upgrade Schedule" section
6. Accessing Historical Orders
Unified Account consolidates all order history:
- Stay in "Limit/Market" tab
- Click "All"
- Select "Order History"
Note: Classic Account records remain accessible only in Classic Mode.
7. Enabling Order Confirmation
Activate dual confirmation:
- Open trading menu
- Select "Trading Settings"
- Toggle "Order Confirmation"
8. Customizing Price Change Displays
Set your preferred timeframe:
- Option 1: Profile > Preferences
- Option 2: Market view > More
Choose between: - HK Time (00:00)
- UTC (00:00)
- 24-hour calculation
9. Using Real-Time Market Watch
Enable floating alerts:
- Open market view from trading page
- Tap "Watch" icon
- Activate "Floating Window"
Available on latest iOS/Android versions.
10. Importance of Stop-Loss Orders
When Order Confirmation is active:
- System prompts for TP/SL setup
- Protects against cross-position risks
- Recommended for all margin trades
FAQ Section
Q: Can I use the same API keys for Unified and Classic Accounts?
A: No, each mode requires separate API credentials due to architectural differences.
Q: How are margin requirements calculated in Cross-Currency Mode?
A: The system evaluates your entire portfolio's risk, allowing optimal capital utilization across positions.
Q: Are there fee differences between modes?
A: Trading fees remain consistent, but Cross-Currency Mode may reduce overall margin requirements.
Q: Can I automate TP/SL orders?
A: Yes, through both trading interface and API connections with proper parameter settings.
Q: What happens during system upgrades?
A: Existing orders remain intact but no new orders can be placed until maintenance completes.
Q: Is mobile functionality identical to desktop?
A: Core features are consistent, though some advanced tools may have mobile-specific interfaces.