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User Guide with OKX trading on Tradingview

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OKX SUPPORT
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1. Get started

Advantages of OKX unified account trading
Key words: Unified account, Shared margin, PnL offset
  • OKX unified account is a brand-new trading system launched by OKX, through which users can trade spot and derivatives simultaneously in multiple currencies by one account without transferring 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.
  • There are 4 account modes in unified account and TradingView supports 2 of them: Simple and Single-currency margin.
  • You can trade all OKX products except for the Options on TradingView side.
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Overview

Steps Reference

Choose OKX in trading panel on Tradingview

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Click button "Connect" to connect to OKX

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Click button "Continue" in Login Panel on tradingview to be directed to OKX WebSite

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If you have OKX account, sign in directly. Otherwise, sign up first.
                                                                                                                                                                                                
Steps
Reference 1
Reference 2
Sign up
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Sign in
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2. Trade

Trade Spot on TradingView side

If you only focus on Spot trading, you just trade on TradingView side under "OKX - Spot account".
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Trade Derivatives on TradingView side

Provided you intend to trade derivatives (Margin, Perpetual Swap and Futures):
  • "account mode" for new account is "Simple" by default, change your "account mode" to "Single currency margin" on OKX side.
  • On TradingView side: You need to switch to "OKX - Derivatives account".
  • Please make sure that the settings below is correct on OKX side:
    • "Order placement mode" is "Net".
    • "Isolated margin trading settings" is "Auto transfers". (This should be the default setting and you just keep in unchanged)
    • "account mode" is not "Multi currency margin" or "Portfolio margin"(currently not available on TradingView side)
  • Details settings please refer to below
Settings Reference

set up account mode on OKX

Select account mode in the "Settings"-"Account mode".

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set up order placement mode on OKX

Change it in the "Settings"-"order placement mode".

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switch to "OKX - Derivatives account" on TradingView

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  • Reference:
Note:
  • Under "Single currency margin", you can trade Spot as well, just switch to "OKX - Spot account" on TradingView side.
  • Spot and Derivatives have different order ticket UI on TradingView side, however the trading account asset are shared for both Spot and Derivatives on OKX.
  • If you have no crypto assets in your OKX trading account, please refer to section 3

3. Deposit

 

Deposit - On chain

If you have crypto asset on chain, you can follow below steps to deposit crypto asset into OKX.
  1. You can choose to deposit to trading account, this is recommended way.
  2. You can choose to deposit to funding account.
Example:
Steps Reference

Enter the deposit page

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Deposit

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References:

Deposit - Buy crypto

If there is no cryptocurrency on chain, head to “Buy Crypto” and buy Bitcoin with credit cards, Apple Pay, or bank transfer, etc.
Example:
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Transfer

If there are no assets in your trading account, transfer from funding account to trading account.
  1. Select the assets you have and would like to transfer out
  2. Transfer some expected amount into trading account.
  3. After you have transferred successfully, start your trading journey.
Example:
Steps Reference

Enter the transfer page

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Transfer

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Check the assets

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4. FAQ

 

  • Q: Why are the bracket orders (Stop Loss / Take Profit) cancelled after I modify the parent limit order?

  • A: This is the existing behavior using OKX trade on TradingView.

  • Q: After placing the bracket orders (Stop Loss and Take Profit), when I cancel one of them, why is the other also being cancelled automatically?

  • A: OKX considers the pair of orders as one order. OKX cancels both of them at the same time.

  • Q: Why can’t I modify Stop Market, Stop Limit, Stop Loss and Take Profit orders?

  • A: OKX does not support such functionality currently.

  • Q: Why can’t I modify or cancel a Stop Loss and Take Profit order when its status is inactive?

  • A: The order is a dummy order displayed on TradingView. There is no such order on OKX.

  • Q: Why do I get the error "To place order you need to select a Margin mode in the order ticket" when I trade derivatives through the chart?

  • A: TradingView team is working on it to resolve the issue.

  • Q: Why can’t I trade spot with Stop Loss and Take Profit orders?

  • A: OKX is working on this feature. It will be available soon.

  • Q: Why can’t I trade Futures and Perpetual swap with fractional quantity, instead the quantity is always a whole number?
  • A: This is currently the only way to trade OKX products via TradingView. We are working on supporting fractional trade quantity on TradeView upon customization of settings.



 

 

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