Introduction to Unified Account
What is a Unified Account?
Unified account is a brand-new trading system launched by OKX, through which users can trade spot and X-Perps simultaneously in multiple currencies by one account without transfer funds back and forth between multiple accounts, making the trading process much easier. Moreover, users’ profits and losses generated from different business lines can offset each other, significantly improving the use of funds. The unified account includes three new account modes: Spot, Futures and multi-currency margin, which can meet the diverse needs of all users. The following is a detailed introduction of the three account modes:
Account mode | Access | Requirements |
|---|---|---|
Simple | You can trade: | This mode will be activated by default for the first time usage. |
Spot and Futures | You can trade: | Take an appropriateness assessment and activate the mode. |
Multi-currency margin | You can trade: | Take an appropriateness assessment and activate the mode. |
How to set up account mode?
Users can select account mode in the "Settings"-"Account mode". If there are any pending orders or positions in the current account, the mode cannot be switched until all pending orders are cancelled and all positions are closed. If the selected account mode has not been activated, users need to finish relevant steps such as taking a quiz to activate the mode.
After logging in to the sub-account, users can set up the account mode of sub-account separately. Users who have multiple sub-accounts can go to the sub-account management page to set the account mode after logging in to their master accounts. The types of account modes that can be set for all master and sub accounts are the same, and different modes can be set for different sub accounts.
Disclaimer:
This content is provided for informational purposes only and may cover products that are not available in your region. It does not constitute investment or financial product advice, not it is a recommendation or solicitation to buy or sell financial instruments or to engage in any specific trading strategy.
Trading in financial instruments involves a significant risk of loss and may not be suitable for all investors. If you invest in X-Perps or other derivatives you may lose some or all of the money you invest. X-Perps are leveraged instruments; leverage can amplify both gains and losses. The value of investments and any income derived from them can go down as well as up, and you may not recover the amount originally invested. Past performance is not a reliable indicator of future results. You should carefully consider your investment objectives, level of experience, and risk appetite before engaging in any trading activity.
OKX Europe Markets Ltd ("OEM"), which is authorised and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act (Chapter 370 of the Laws of Malta) as a Investment Services Licence Holder (Licence No. OEML-15905).
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