Keeping track of your digital asset holdings is a fundamental part of being a successful crypto trader. On the OKX platform, you have multiple convenient methods to check your account balance at any time. This guide provides a detailed, step-by-step walkthrough for viewing your assets, ensuring you always have a clear picture of your financial standing.
How to Check Your Balance on the Web
The OKX website offers a clear and comprehensive overview of your account balance. Follow these steps to view your assets on the web client.
Step 1: Log In to the Official OKX Website
Open your web browser and navigate to the official OKX website. Always double-check the URL to ensure you are on the legitimate site and not a phishing imitation. The official domain is typically okx.com. Bookmark the official site for future visits to avoid security risks.
Step 2: Access Your Account
Locate and click the "Log In" button, usually found in the top-right corner of the homepage. Enter your registered credentials, which could be your mobile number, email address, or username, along with your password. If you have two-factor authentication (2FA) enabled—which is highly recommended—you will be prompted to enter the code from your authenticator app (like Google Authenticator) or an SMS.
Step 3: Navigate to the 'Assets' Section
Once logged in, find the "Assets" tab in the main navigation menu. Hovering over or clicking this tab will reveal a dropdown menu. Select an option like "Overview," "My Assets," or "Funding Account" to proceed to your balance summary page.
Step 4: Review Your Account Overview
The main assets page will display a high-level summary of your total account value. This total is typically converted and displayed in a fiat currency like USD or a stablecoin like USDT, based on your profile settings. This gives you an immediate understanding of your portfolio's overall worth.
Step 5: Check Balances by Account Type
Your assets are organized into different sub-accounts for specific purposes. It's crucial to understand the distinction between them:
- Funding Account: This is your primary wallet for deposits, withdrawals, and spot trading. The available and frozen balances for each cryptocurrency you hold will be listed here.
- Trading Account: This account is used for margin, futures, and other derivative trading. The balance here represents the collateral you have allocated to open positions.
- Earn Account: This section displays the assets you have committed to various wealth-generating products, such as savings, staking, or DeFi services. Your balance here shows your principal and any accrued earnings.
Step 6: Examine Individual Token Details
Within any account type, you can click on a specific cryptocurrency (e.g., Bitcoin or Ethereum) to see a detailed breakdown. This includes your total balance, available balance (ready to use), and frozen balance (locked in open orders or other activities).
How to Check Your Balance on the Mobile App
The OKX mobile app allows you to monitor your portfolio securely from anywhere. The process is streamlined for on-the-go access.
Step 1: Download the Official App
Install the OKX app from the official Apple App Store (for iOS) or Google Play Store (for Android). Avoid downloading apps from third-party websites to prevent installing malicious software.
Step 2: Log In Securely
Open the app and enter your login credentials. Complete the 2FA process if prompted. Using biometric authentication (fingerprint or face ID) is a secure and convenient way to access your account in the future.
Step 3: Go to the 'Assets' Tab
After logging in, tap the "Assets" icon, which is consistently located in the bottom navigation bar of the app. This is your central hub for all asset-related information.
Step 4 and 5: Review Overview and Account Details
Just like on the web, the app displays your total asset value and allows you to drill down into your Funding, Trading, and Earn accounts to see the precise balance in each. The interface is designed for touch, making it easy to navigate between different sections.
Using the API for Automated Balance Queries
For advanced users, developers, and traders who require automated portfolio tracking, OKX provides a robust API.
- Generate an API Key: Log in to your OKX account on the web, navigate to the "API" section in your account settings, and create a new API key. When doing so, apply the principle of least privilege: only grant "Read-Only" permissions for balance checking and strictly set an IP whitelist for enhanced security. Guard your API Secret Key carefully—it should never be shared or exposed.
- Call the Relevant API Endpoint: Using a programming language like Python or JavaScript, you can make HTTPS requests to OKX's API endpoints designed for retrieving account balance information. The specific endpoint (e.g.,
/api/v5/account/balance) will return a structured data response containing all your balances. - Parse the Returned Data: The API returns data in a JSON format. Your program will need to parse this JSON object to extract the relevant balance information for each currency and account type, which can then be logged, displayed, or used to trigger other actions in your trading system.
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Essential Security and Operational Tips
- Prioritize Security: Use a strong, unique password and enable 2FA. Never share your password, 2FA codes, or API keys with anyone. OKX support will never ask for this information.
- Beware of Phishing: Always check the URL before logging in. Be skeptical of unsolicited emails or messages claiming to be from OKX that ask for your credentials or direct you to a login page.
- Maintain Your Software: Keep your web browser, operating system, and OKX mobile app updated to the latest versions to ensure you have the most recent security patches.
- Understand Account Mechanics: Remember to transfer funds from your Funding Account to your Trading Account before initiating margin or futures trades. The balances are separate.
- Acknowledge Trading Risks: Leveraged trading carries a high risk of loss. Understand how leverage works and use risk management tools like stop-loss orders.
- Start with a Demo Account: If you are new to trading, consider using OKX's demo trading feature to practice and understand the platform's functionality without risking real funds.
Frequently Asked Questions
How often is my balance updated?
Your balance updates in real-time. As market prices move, the total value of your portfolio will fluctuate accordingly. Balances also update instantly after trades, deposits, or withdrawals are executed.
Why is part of my balance frozen?
Balances can be frozen for several reasons, including open buy/sell orders, ongoing withdrawals, or participation in certain Earn products. The funds become available again once the order is filled, the withdrawal completes, or the Earn term ends.
Is there a fee for checking my balance?
No, checking your account balance on the OKX website or mobile app is completely free of charge. There are no fees for simply viewing your portfolio.
What should I do if my balance is incorrect?
First, check your trade history and transaction records to verify all recent activity. If you suspect an error or unauthorized transaction, immediately enable all security features and contact OKX official customer support through the app or website for assistance.
Can I export my balance history?
Yes, OKX provides comprehensive export tools. You can typically download your transaction history, trade history, and balance statements for specific time periods in CSV format from the "Order History" or "Reports" section for accounting or tax purposes.
How do I check the balance of a specific cryptocurrency?
Navigate to your "Assets" page and use the search function to filter for the specific token (e.g., "BTC" or "ETH"). You can then see its balance across all your different account types.