How to set auto-invest on OKX? (Trading automation)

Accessing the Auto-Invest Interface

1. Log into your OKX account using verified credentials and two-factor authentication.

2. Navigate to the “Wealth” section from the main navigation bar at the top of the dashboard.

3. Select “Auto-Invest” from the dropdown or sidebar menu under the Wealth tools.

4. Confirm that your account meets eligibility requirements, including KYC Level 2 verification and sufficient balance in the selected funding currency.

5. Choose between “Fixed Amount” or “Fixed Quantity” investment modes based on your strategy preference.

Configuring Investment Parameters

1. Specify the cryptocurrency asset you wish to accumulate—options include BTC, ETH, SOL, and over 30 other supported tokens.

2. Enter the recurring investment amount in USDT, USD, or your local fiat currency, ensuring it meets the minimum threshold (e.g., $10 for USDT-denominated plans).

3. Set the frequency: daily, weekly, or bi-weekly execution is available, with calendar-based scheduling aligned to UTC time zone.

4. Define the start date and optional end date; indefinite plans run until manually paused or canceled.

5. Review the displayed estimated average acquisition price and total projected units over the selected period before confirming.

Managing Active Auto-Invest Plans

1. View all running plans under the “Active Plans” tab, showing status, next execution time, and historical execution logs.

2. Pause or resume a plan instantly without canceling—paused plans retain all settings and resume from the next scheduled interval.

3. Edit only non-core parameters such as amount, frequency, or end date; changing the underlying asset requires cancellation and recreation.

4. Cancel a plan to stop future executions; previously completed purchases remain in your spot wallet and are not reversed.

5. Monitor performance via the “Investment Records” section, which lists timestamps, executed prices, quantities, and fees incurred per transaction.

Fees and Execution Mechanics

1. Each auto-invest execution incurs a standard spot trading fee based on your VIP level and 30-day trading volume—no additional automation surcharge applies.

2. Orders execute as market orders against the OKX order book at the prevailing best available price at the moment of trigger.

3. Slippage is possible during high-volatility periods or for large allocations relative to order book depth, particularly for low-liquidity tokens.

4. Failed executions due to insufficient balance or maintenance margin alerts appear in red status with explanatory tooltips.

5. All transactions generate auditable entries visible in the “Transaction History” with unique order IDs and timestamps traceable to blockchain confirmations.

Frequently Asked Questions

Q: Can I use funds held in my OKX Earn or Savings products to fund auto-invest plans? No. Auto-invest only draws from your Spot Wallet balance. Funds must be manually transferred from Earn or Savings before setup.

Q: Does auto-invest support stablecoin-to-stablecoin conversions like USDT to USDC? No. Auto-invest only supports purchases of cryptocurrencies using fiat or stablecoins—not conversions between stablecoins.

Q: Are auto-invest purchases eligible for OKX referral rebates or trading fee discounts? Yes. Executed orders qualify for applicable VIP fee tiers and referral cashback if enabled, provided the referring user’s link was used during account registration.

Q: What happens if the selected token is temporarily delisted from OKX spot markets during an active plan? The system disables further executions for that asset, marks the plan as “Unavailable”, and notifies you via email and in-app alert—no purchases occur until relisting or manual cancellation.