Newly registered users are in unified account mode by default. There is no switch to find, and you can use it directly. If you are using an older account, or want to confirm your current status, follow the steps below.
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Step 1: Enter the Trading Settings Page
The entry point for viewing and switching the unified account mode is in trading settings.
Goal: Find the "Account Mode" setting
Path:
Open the OKX App and switch to the [Trade] tab at the bottom
Find the "..." or settings icon in the upper right corner of the trading page and tap it to enter [Trading Settings]
Find [Account Mode] or [Trading Mode] in the settings list
Done when: The "Account Mode" option appears on the screen and you can see the name of the currently selected mode
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Step 2: Identify Your Account Mode
After entering "Account Mode", you will see which mode your current account is in. The unified account system includes the following four modes:
Simple Mode: Supports spot trading only. This is the default mode for new users after registration.
Single-Currency Margin Mode: Allows you to use the same currency as margin for spot and contract trading.
Multi-Currency Margin Mode: Multiple currencies can be used as margin, and profits and losses can offset each other.
Portfolio Margin Mode: The most advanced mode.
If you have not used your account since registration, it is normal to see "Simple trading mode" displayed. If you want to switch to a more advanced mode, the system usually requires you to complete a short trading knowledge quiz first.
Requirements before switching modes: If your current account still has unfilled pending orders or open positions, the system will prevent you from switching modes. You must cancel all pending orders and close all positions before you can make changes.
