What is a unified account?

Academia de OKXAcademia

Publicado el 13 de jul de 2023

Actualizado el 05 de dic de 2025

lectura de 3 min

A unified account is a groundbreaking all-in-one account crafted by OKX to empower you with streamlined, simultaneous trading strategies across spot markets and derivatives like perpetual swaps, futures, and options. Beyond simplifying trades, it paves the way for enhanced capital efficiency across various account modes — margin free, single-currency margin, multi-currency margin, and portfolio margin — all without the trouble of transferring funds between multiple accounts.With a unified account, you can:

Consolidate margin for instruments with the same settlement currency and offset PnL in single-currency margin mode.
Share margin and risks for instruments with the same/different settlement currencies and offset PnL in multi-currency margin mode.
Share margin and risks for instruments with the same/different settlement currencies, offset PnL, and offset risks in portfolio margin mode.

Benefits of a unified account

A simple, streamlined trading experience
- You can trade spots and derivatives simultaneously in multiple currencies within one account without transferring funds back and forth between multiple accounts.
Better capital efficiency
- Your gains and losses generated from different trading markets can offset each other.
Better risk management
- Your margin requirements are based on overall positions and total liabilities held in your account

Understanding account modes

OKX offers four different account modes to meet the various needs of trader: simple mode, single-currency margin mode, multi-currency margin mode and portfolio margin mode.

Simple mode will be activated by default for new users, and margin trading is not available in this mode. You may switch the account modes via the trade settings page.

Cross and isolated margin mode

Single-currency cross margin mode allows all trading products that are settled with the same currency to share margin across positions, and the generated earnings and losses can offset each other.

Multi-currency cross margin mode allows you to share margin and offset earnings and losses across all positions.

Portfolio margin cross mode allows you to share margin and offset earnings and losses between derivatives. The margin for derivatives under the same index can be offset by each other.

In the isolated margin mode of single currency, multi-currency, or portfolio margin account mode, the risks of isolated positions in different business lines are measured separately, and the risks of isolated positions are segregated from that of cross positions.

How does unified account differ from the traditional account mode?

You can trade spot and derivatives simultaneously in multiple currencies within a single account without the need to transfer funds between multiple accounts. The PnL generated from different instruments can offset each other, significantly improving the use of funds. It helps with risk management as you can offset risks across various positions, improving the utilization of capital, especially when executing more advanced trading strategies.

Getting started

Go to Trade
Select "…" on the top right hand corner
Select Settings
Select Account mode
Select the preferred account mode

Quick tips

If the selected account mode hasn't been activated, you'll need to finish the relevant steps, such as taking a trading knowledge quiz, to activate the mode.
If there are any pending orders or positions in your current account, you can't switch modes until all pending orders are canceled and all positions are closed.

Aviso legal

Este contenido se proporciona únicamente con fines informativos y puede incluir productos que no están disponibles en tu región. No tiene la intención de brindar: (i) asesoramiento o recomendaciones de inversión, (ii) ofertas o solicitudes de compra, venta o holding de criptos o activos digitales, (iii) asesoramiento financiero, contable, legal o fiscal. Los holdings de criptos o activos digitales, incluidas las stablecoins, implican un riesgo alto y pueden fluctuar considerablemente. Te recomendamos que analices si el trading o el holding de criptos o activos digitales es adecuado para ti en función de tu situación financiera. Consulta con un asesor legal, fiscal o de inversiones si tienes dudas sobre tu situación en particular. La información que aparece en esta publicación (incluidos los datos de mercado y la información estadística, si la hubiera) solo tiene fines informativos generales. Si bien se tomaron todas las precauciones necesarias al preparar estos datos y gráficos, no aceptamos ninguna responsabilidad por los errores de hecho u omisiones expresados en este documento.

© 2025 OKX. Se permite la reproducción o distribución de este artículo completo, o pueden usarse extractos de 100 palabras o menos, siempre y cuando no sea para uso comercial. La reproducción o distribución del artículo en su totalidad también debe indicar claramente lo siguiente: "Este artículo es © 2025 OKX y se usa con autorización". Los fragmentos autorizados deben hacer referencia al nombre del artículo e incluir la atribución, por ejemplo, "Nombre del artículo, [nombre del autor, si corresponde], © 2025 OKX". Algunos contenidos pueden ser generados o ayudados por herramientas de inteligencia artificial (IA). No se permiten obras derivadas ni otros usos de este artículo.