Properly configuring your trading settings helps you manage positions and control risks more efficiently. Below are the commonly used trading features and how to set them up.
Trading settings
Checklist
- Open OKX app and select Trade.
- Select Spot, Futures, or Trading Bots to enter the trading page.
- Select Settings from the features menu.
- You can select your preferred stablecoin, such as USDT or USDC, as the default pricing currency
- On the Preferences page, you can manage trading notifications, confirmations, and order interaction settings.
- Go to Trade notification > TP/SL orders
- On the Interface page, you can customize the appearance and layout of the trading interface.
- You can choose 2-4 action buttons that appear on the position page, including:
- Reverse button (Reverse position opening / One-click reverse)
- Enable this feature:
- Under Interface settings, select Futures Position Button and enable Reverse Position Opening
- On the App:
Notes
To access trading settings:
Account modes and position settings
On the Trading Mode page, you can switch your account mode, position mode, trading units, and stablecoin preference. You can access the page by selecting Menu (...) icon > Settings > Trading mode.
Account mode
Details follow the official OKX help article; this page is a learning checklist, not an official mirror.
