The Unified Account feature is now live on OKX (formerly OKEx). To help you navigate this upgrade smoothly, we've compiled answers to the 10 most common questions about functionality and optimization.
1. Switching Between Trading Modes
The Unified Account offers three distinct modes:
- Simple Trading Mode: Ideal for spot trading beginners
- Single-Currency Margin Mode: Best for standard spot/leveraged/contract trading
- Cross-Currency Margin Mode: Advanced traders' choice
👉 Master trading modes in 3 steps
- From the homepage, select "Trade"
- Click the menu button (top-left)
- Choose "Account Mode" in "Trading Settings"
Note: Advanced modes require passing a knowledge assessment.
2. Asset Management Simplified
Locate your funds under:
- Homepage → "Assets" tab
View consolidated balances in:
- Funding Account (deposits/withdrawals)
- Trading Account (active positions)
- Financial Services (earn products)
Pro Tip: Classic Account users must manually transfer spot holdings between modes.
3. Finding Trading Pairs
Three methods to locate assets:
- Search Bar: On homepage
Trade Page:
- Click currency dropdown
- Enter token name
- Product View: Toggle between spot/derivatives lists
4. Resolving Contract Close-Out Issues
Can't close positions? Check for active TP/SL orders:
- In "Trade" page
- Select "Take Profit/Stop Loss" from order type dropdown
- Cancel pending orders first
5. System Maintenance Alerts
Plan around upgrades:
- Homepage → "More"
- Scroll to "Status"
- Check "Upgrade Schedule" section
6. Viewing Historical Orders
All trade records merge under:
- Open "Order" tab
- Select "All" → "History"
Classic Account records remain separate and require mode switching to view.
7. Enabling Order Confirmation
Add safety checks:
- Trade Page → Menu
- "Trading Settings"
- Toggle "Order Confirmation"
8. Customizing Price Change Displays
Set 24H price movements to track by:
- Method 1: Profile → "Preferences"
- Method 2: Market → "More Options"
Choose between Hong Kong UTC+8, UTC+0, or 24-hour calculations.
9. Real-Time Market Monitoring
Activate floating price alerts:
- Open market data (top-right)
- Select "Price Alert"
- Enable "Popup Window"
Available on latest iOS/Android versions.
10. Why TP/SL Matters
Protect your portfolio:
- Prevents cross-position liquidations
- Manages volatility risks
- Auto-triggers during system outages
👉 Optimize your risk management
FAQ: Unified Account Essentials
Q: Can I use both Classic and Unified Accounts?
A: Yes, but positions don't transfer automatically. Spot assets require manual reallocation.
Q: Is there a minimum balance for advanced modes?
A: No minimums, but knowledge assessments are mandatory for margin trading.
Q: How often can I switch modes?
A: Unlimited changes, but allow 2 minutes for system processing between switches.
Q: Are fees different in Unified Accounts?
A: Identical fee structures apply across all modes.
Q: Can I access all trading pairs?
A: Yes, with enhanced visibility through the new interface filters.
Q: What happens during maintenance?
A: Open TP/SL orders execute normally; new orders pause until upgrades complete.