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How can I do spot trading with the Jupyter Notebook?
acctLv == "2": 14 print("Single-currency margin mode") 15 elif acctLv == "3": 16 print("Multi-currency margin mode") 17 elif acctLv == "4": 18 print("Portfolio margin mode")10.Published on Sep 29, 2023Updated on Sep 10, 2025FAQ544Rules for the periodic transfer of untradable crypto dust from Trading accounts to Funding accounts
You can also use the "Easy convert" feature to convert assets in your Trading account to other types of crypto.How to access Easy convertWeb Go to the Trading page > Assets > Easy convert App Tap the "Easy convert" button in the tooltip at the top of the Assets page Or tap the icon in the top right corner of the Assets page, tap the icon in the top right corner of the Assets details page, and then tap the “Easy convert” button:Published on Aug 28, 2023Updated on Nov 12, 2025Product documentationHow do I set a price alert?
On the App: Tap Trade > Select the trading type at the top > Tap the three dots in the upper right corner > Settings > Preferences > Trade notifications > Toggle different types of notifications on or off based on your needs. On the Web: On the trading page, select the Settings icon on the right side. Under Preferences, select the Trade notifications. You can toggle different types of notifications on or off based on your needs.Published on Apr 30, 2024Updated on Mar 18, 2026FAQ259Recurring Buy
Steps Overview Enter OKX on your PC or mobile and navigate to Trade, select Trading bot mode (at the top left corner on the web or top right corner on the mobile app), then click Recurring buy. Select the asset to be invested and specify your allocation for each asset, then confirm the Frequency, Time, and Amount to create a Recurring buy bot. After the strategy is created, the fund is not reserved and isolated upfront for each cycle from the trading account.Published on Jun 17, 2022Updated on Apr 1, 2025Product documentationDisabling cloud sync on your authenticator app
Google Authenticator (iOS & Android): Open Google Authenticator and select the Profile icon in the upper right corner to check if you're logged into a Google account: Not logged in: cloud sync is automatically disabled, and no further action is required. Logged in: cloud sync is enabled by default. Log out of your Google account to disable it.Microsoft Authenticator Cloud sync is disabled by default.Published on May 12, 2023Updated on Feb 12, 2026FAQ4,508How do I freeze my account? (app)
However, if you decide to unfreeze the account, you can contact our customer service for assistance.Getting Started Open your OKX app and select Menu Select Menu at the top left corner Go to Profile and Settings and select Security Find Account management at the Security page, select Freeze account Select Reason to freeze account Read what'll happen after freezing your account What'll happen after you freeze your account Tick the relevant terms if you confirmed freezing it and select Freeze accountPublished on Jul 11, 2024Updated on Oct 15, 2025FAQ7OKX Beginner's Guide
To access OKX Assistant, follow these steps: On the web: Select the headset icon at the bottom right corner of your screen. Select the headset icon at the bottom right corner of your browser On the app: Go to Menu, tap the headset icon to enter the support center, then tap on the headset icon again to interact with OKX Assistant. Enter your question in the chat bubble. If you need further help, select Chat with agent in the chat bubble to connect with a customer support agent.Published on Nov 10, 2025Updated on Jan 27, 2026FAQ1How do I update my authenticator app?
Self-service tool For quick access, click the button below:I can log in to my accountApp Open the OKX app and select the Main Menu in the upper left corner. Select Profile and settings > Security > Authenticator app > Change authenticator app. Select user center on main page Follow the on-screen instructions and select Next. Complete the two-factor authentication (2FA) verification. You'll receive an email/SMS confirmation upon changing authenticator app successfully.Published on Aug 1, 2024Updated on Mar 16, 2026FAQ161How do I verify my identity with ID and selfie photos?
The photos of your ID should also show all corners of the ID card or document. Usually, you'll be required to upload both the photo side and the back side of your ID, as shown in the examples below. Photo side of ID Back side of IDHow to properly take a selfie while holding my ID?Published on Sep 4, 2024Updated on Mar 10, 2026FAQ44How do I find my user ID (UID)?
Keeping your user ID handy can simplify many processes, allowing you to access assistance and platform features without delays.On the app Select the Menu option on the corner to be redirected to the User Center on the app Proceed to tap on the menu option Select the Profile and settings option at the top Load the info of your profile by selecting the Profile and settings option You'll see your UID info displayed within the Profile section on the User Center page, and the Copy option to copy it YourPublished on Mar 20, 2025Updated on Dec 3, 2025FAQ191How do I add OKX widget on my phone?
Market Tracker Open OKX app Select any trading pair from homescreen to enter the chart page Select More at bottom right corner Select Market Tracker Turn on Floating Window toggle Select Add to add the trading pair(s) you would like to track. You should be able to see an OKX widget on the screen edge. You might be prompted to authorize permission to Display over other apps, allow it to continue.Published on Aug 15, 2023Updated on Mar 18, 2026FAQ5,816Smart Portfolio
Create a Smart Portfolio bot, Set the parameters and Examples 3.1 Create a Smart Portfolio bot (1) After you enter OKX Web or App, select "Trading bot" on the "Trade" page (In the upper left corner of Web, and the upper right corner of App), then select Smart portfolio. (2) Input the parameters on the order placement page, set the investment amount, and then a Smart portfolio will be created.Published on Jun 22, 2022Updated on Jan 28, 2026Product documentationWhat is sub-account?
Select Submit all after confirming the information Fill in and Confirm 2FA code to complete your sub-account creationOn the app Go to the Main menu on the top right corner, select Switch accounts You can see +Add sub-account at the bottom of the page Select Next and add Sub-account name to create your sub-account Fill in and Confirm 2FA code to complete your sub-account creation Note: Sub-accounts will inherit the main account's fee tier after 24:00 (UTC+8) on the day of creation, and the tier willPublished on Aug 22, 2023Updated on Mar 4, 2026FAQ1,820Introduction to Trading bot Mode
Create a Smart Portfolio bot, Set the parameters and Examples 3.1 Create a Smart Portfolio bot (1) After you enter OKX Web or App, select "Trading bot" on the "Trade" page (In the upper left corner of Web, and the upper right corner of App), then select Smart portfolio. (2) Input the parameters on the order placement page, set the investment amount, and then a Smart portfolio will be created.Published on Jan 9, 2023Updated on Jul 29, 2025Product documentationHow do I join a video call with customer support?
Select Help Center on the login page Select the icon at the top right corner Select ticket center > Help icon on the login page Select Join video call appointment Enter the authentication code that is sent to your email and join the video call Enter the authentication code in order to join the video call Note: after your contact email is verified, you'll receive ticket updates via email.Published on Aug 26, 2025Updated on Mar 19, 2026FAQ44