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What's a memo or tag? (OKX simple)
A memo or tag is typically a numeric string which is used to accurately identify the recipient of a transaction on a centralized exchange. This detail is required for crypto which uses Destination Tag technology, such as Ripple (XRP), Stellar (XLM), Cosmos (ATOM) etc. When you deposit crypto to your OKX portfolio, you must enter the designated memo or tag, in addition to the deposit address....Published on Aug 10, 2023Updated on May 29, 202689What are the margin modes in X-Perps: selected margin and isolated margin?
With selected margin, your position can draw on more of your available margin balance to stay open, depending on account setup and risk rules. In the order panel, you can switch between selected margin and isolated margin before placing an order.Published on Apr 15, 2026Updated on May 29, 2026Spot grid bot FAQ
How do I set my Simple Earn settings, and what do they mean? To get started with Simple Earn, you first need to understand the two key terms: Active Range and Earn Range. Active Range: this is the price range where your grid orders are active and unchanged. These orders are not canceled and remain in place during market fluctuations. Earn Range: this is the price range in your grid where orders are canceled, and the funds are used to subscribe to Simple Earn for passive yield.Published on Aug 28, 2025Updated on May 29, 202621How do I use the chart trading layout?
The layout includes fullscreen chart view, direct trading capabilities, and sophisticated drawing tools to elevate efficiency and simplify the trading process. The extended charting screens aid traders in conducting thorough analyses with integrated charting tools, facilitating swift trade executions without scrolling through screens. The interface offers an immersive and user-friendly experience, mirroring the familiarity and functionality of platforms like TradingView and MetaTrader.Published on Jan 29, 2024Updated on May 29, 2026126What's Selected Margin?
This can improve capital efficiency across multiple positions, but it also means a loss on one position draws from the same collateral pool as your others. To learn more about OKX products, visit here. Disclaimer: X-Perps (Expiry futures) are leveraged derivatives. Leverage can amplify gains and losses. Losses may occur quickly and these products may not be suitable for all investors.Published on Apr 15, 2026Updated on May 29, 2026How do I add funds from portfolio to my Pay balance?
Go to Simple mode and select Pay from the main menu Access Pay option on the Simple mode page Select + Add to add funds from portfolio Add your funds through the + Add option Enter the amount you want to add to your Pay balance Key in the amount of funds that you wantHow do I transfer funds from my Pay balance to portfolio?Published on Jan 22, 2026Updated on Jun 3, 20263How do I manually set up spot grid trading bots?
When you stop the bot, all your funds—including any interest earned from Simple Earn—will be returned to your trading account.How do I set up Simple Earn feature in Spot Grid trading bot?Published on Jun 6, 2024Updated on May 29, 2026208How do I change and reset my chart layout?
By following these simple steps below, you’ll be able to restore your interface quickly and get back to trading without any hassle: Navigate to the Chart settings menu at the side menu of your trading screen Select Settings to load the menu Look for the Reset option in the chart settings menu to reset the existing settings Select Reset to change the layout back to the default settings Confirm your selection to revert all widgets, charts, and settings to their default positions and configurationsPublished on Nov 27, 2024Updated on May 29, 202619Pay wallet auto top-up FAQ
The system follows a waterfall approach — it draws from the highest-priority source first, and only moves to the next source if the current one has insufficient funds.Does auto top-up support both funding and trading account balances? Currently, only a single account is supported at the moment.In what order does the system deduct funds? The system processes each configured asset in the order you have set.Published on May 14, 2026Updated on May 28, 20262How do I turn on the order sharing feature?
Instead of manually typing out order details, you can quickly share all the parameters through a simple link, making the process seamless and efficient.Published on Jan 14, 2025Updated on May 29, 202610How do I whitelist OKX Emails?
emails into your spam folder, you can follow the below instructions to whitelist our email addresses.Gmail Log in to your Gmail account and select Settings and See all settings Open settings page Find the Filters and Blocked Addresses tab and select Create a new filter Create a filter Insert okx.com into the From field and select Create filter Check the box next to Never send it to Spam and select Create filter Select Never send it to Spam optioniCloud Whitelisting an email address in iCloud is simplePublished on Nov 26, 2024Updated on May 29, 202679How do I set up a recurring buy plan?
This is available in Simple and Exchange modes, and can only be accessed via the OKX mobile app. You can set up a daily, weekly, every 2 weeks, or monthly plan for purchases by following these steps.How do I create a recurring buy plan?Published on Jan 23, 2025Updated on May 29, 202650What's liquidation and how do I reduce the risk?
In simple terms, if losses increase and your available margin becomes insufficient, the position may be liquidated to limit further losses.What are the actions that can trigger liquidation? Liquidation risk can increase due to: adverse price movement insufficient margin high position size relative to account balance funding payments and fees reducing available margin over time volatility spikesHow do I reduce liquidation risk?Published on Apr 15, 2026Updated on May 29, 2026What's OKX Card?
With OKX Pay, you can: Save, spend, and send money globally Earn interest in your account balance Pay directly using your OKX Card from your available funds Everything is managed in one app—simple, transparent, and convenient.How can the OKX Card help me save on international travel?Published on Mar 24, 2026Updated on May 29, 2026106Pay Account FAQ
Setting up your Pay account is simple. There is a quick onboarding process within Pay, you can set it up by generating a passkey on your device — it's quick and secure. If you want to learn more about Pay, visit our FAQ page.Published on Jan 22, 2026Updated on Apr 17, 20264