In the fast-evolving world of cryptocurrency trading, efficiency, flexibility, and capital optimization are key. To meet these demands, OKX has introduced the Unified Account—a revolutionary system designed to streamline how traders manage their assets across multiple markets. This innovative feature allows users to trade spot, futures, options, and margin products within a single account structure, eliminating the need for constant fund transfers between isolated wallets.
With the Unified Account, profits and losses from different trading activities can be netted against each other, significantly improving capital utilization and reducing operational friction. Whether you're a beginner looking for simplicity or an advanced trader seeking sophisticated risk management tools, the Unified Account offers tailored modes to match your strategy.
👉 Discover how the Unified Account can transform your trading experience today.
Understanding the Unified Account System
At its core, the Unified Account consolidates your entire trading ecosystem into one unified balance sheet. Instead of maintaining separate accounts for spot, futures, and margin trading, all positions and orders operate under a single umbrella. This integration enables seamless cross-product margin sharing and P&L offsetting, giving traders greater flexibility and control over their capital.
The system supports four distinct account modes, each designed for different levels of experience and trading objectives:
1. Simple Mode
Perfect for beginners or those who prefer a straightforward approach, Simple Mode allows trading in:
- Spot markets
- Long options positions
Notably, margin trading is not available in this mode. It’s automatically enabled by default for new users, offering a safe entry point into the platform without exposure to leveraged products.
2. Spot-Futures Mode
Designed for intermediate traders, this mode unlocks access to:
- Spot trading
- Margin trading (isolated and single-currency cross margin)
- Perpetual swaps
- Futures contracts
- Options
With single-currency cross margin, all trading products settled in the same currency share a common margin pool. This means gains in one area can offset losses in another—enhancing capital efficiency while simplifying risk exposure.
Activation requires completing a short knowledge quiz to ensure understanding of leveraged products.
3. Multi-Currency Margin Mode
Catering to more experienced users, this mode supports full access to:
- Spot
- Margin
- Derivatives (perpetuals, futures, options)
It introduces multi-currency cross margin, allowing users to use various cryptocurrencies as collateral across derivatives positions. Profits and losses from different instruments are netted together, further optimizing available margin.
To qualify:
- Unified Account equity must be $10,000 or more
- Completion of a required quiz
This mode is ideal for traders holding diversified crypto portfolios and seeking maximum flexibility in collateral usage.
4. Portfolio Margin Mode
The most advanced option, Portfolio Margin Mode provides comprehensive access to all trading products with enhanced margin efficiency through portfolio cross margin.
Key advantages include:
- Cross-margin sharing across derivatives
- Inter-derivative margin offsetting within the same index (e.g., BTC perpetuals vs. BTC futures)
- Higher leverage potential due to reduced margin requirements on correlated positions
Eligibility criteria mirror those of Multi-Currency Margin Mode:
- Minimum $10,000 equity in the Unified Account
- Successful completion of an assessment quiz
This mode is particularly beneficial for professional traders managing complex, multi-legged strategies with hedging components.
👉 See how top traders leverage portfolio margin to maximize returns.
How to Set Up Your Account Mode
Configuring your preferred account mode is simple and intuitive:
- Navigate to Settings > Account Mode
- Select the desired mode based on your eligibility and trading goals
- If you have open orders or active positions, you must close or cancel them before switching modes
- For restricted modes (e.g., Multi-Currency or Portfolio Margin), complete the required quiz to unlock functionality
Each mode is designed with user progression in mind—starting from basic spot trading and scaling up to advanced cross-margin capabilities.
For users managing multiple accounts via sub-accounts:
- Sub-accounts can have their modes set independently after login
- Master account holders can manage sub-account settings from the Sub-Account Management page
- All account types support the same range of available modes, enabling consistent configuration across teams or personal portfolios
This hierarchical control makes the Unified Account suitable not only for individual traders but also for institutional setups requiring granular access management.
Why the Unified Account Matters in 2025
As crypto markets mature, the demand for integrated financial infrastructure grows. The Unified Account addresses several pain points faced by modern traders:
- Reduced operational complexity: No more manual transfers between spot and futures wallets
- Improved capital efficiency: Shared margin pools mean less idle capital sitting in reserve
- Enhanced risk management: Netting of P&L across products provides a clearer picture of overall performance
- Scalable design: From novice to pro, there’s a mode that fits every stage of a trader’s journey
These benefits align perfectly with current trends toward consolidated digital asset management and smarter, more adaptive trading environments.
👉 Start optimizing your capital flow with the Unified Account now.
Core Keywords
- Unified Account
- Crypto trading
- Margin trading
- Portfolio margin
- Spot-futures trading
- Capital efficiency
- Multi-currency margin
- Derivatives trading
Frequently Asked Questions (FAQ)
Q: Can I switch between account modes anytime?
A: Yes, but only if you have no open orders or active positions. You must settle all trades before changing modes.
Q: Is there a fee to upgrade to Portfolio Margin Mode?
A: No. Upgrading to any account mode is free. However, you must meet the $10,000 equity requirement and pass a knowledge check.
Q: Does Simple Mode support short selling?
A: No. Simple Mode does not allow margin or short positions. Only spot trades and long options are permitted.
Q: How is margin calculated in Portfolio Margin Mode?
A: It uses a risk-based model that assesses correlation between positions. Highly correlated instruments (like BTC perpetuals and futures) may share margin, reducing total requirements.
Q: Can sub-accounts have different modes than the master account?
A: Yes. Each sub-account can operate in a different mode based on its user's needs and qualifications.
Q: What happens if my equity drops below $10,000 after enabling advanced modes?
A: You can continue using the mode, but you won’t be able to re-enable it if you switch away unless you meet the threshold again.