How to set up recurring buys on OKX? (DCA strategy)

Accessing the Recurring Buy Feature

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

2. Navigate to the Trade section from the top navigation bar.

3. Select Recurring Buy from the dropdown menu under Spot Trading.

4. Ensure your account has sufficient balance in the funding wallet for the selected fiat or stablecoin.

5. Confirm that your KYC level permits recurring purchase functionality—Level 2 verification is required for most fiat-based schedules.

Selecting Assets and Parameters

1. Choose a supported cryptocurrency such as BTC, ETH, or SOL from the asset list.

2. Specify the fiat or stablecoin you wish to use—USDT, USD, EUR, and HKD are among the most widely accepted options.

3. Enter the fixed amount per cycle; this can be as low as $10 depending on regional compliance rules.

4. Set the frequency: daily, weekly, bi-weekly, or monthly intervals are available without manual intervention.

5. Pick the exact time and day—OKX uses UTC timezone by default, and users cannot override it with local time zones.

Customizing Execution Logic

1. Toggle between Market Order and Limit Order execution modes.

2. When using limit orders, define the maximum acceptable price deviation relative to the current index price—this prevents slippage beyond predefined thresholds.

3. Enable or disable Auto-Top-Up to replenish funding wallet automatically when balances fall below scheduled buy amounts.

4. Assign a unique label to each recurring plan for internal tracking—no special characters allowed except hyphens and underscores.

5. Review the estimated annualized fee impact shown before final confirmation; fees vary based on VIP tier and payment method.

Managing Active Schedules

1. View all active, paused, and completed recurring buys under the My Plans tab.

2. Pause or resume any schedule instantly without affecting historical execution records.

3. Edit only non-execution parameters—frequency, amount, and asset pair remain locked once initiated.

4. Cancel a plan at any time; unexecuted future orders are voided immediately while settled trades remain immutable.

5. Export full transaction history including timestamps, executed prices, and fee breakdowns in CSV format directly from the interface.

Frequently Asked Questions

Q1. Can I change the payment method after setting up a recurring buy?Yes, but only before the first execution. Once an order runs, the original funding source remains fixed unless the plan is canceled and recreated.

Q2. Are recurring buys subject to the same trading fee tiers as spot trades?Yes, all fees align with your current VIP level and rebate structure—no separate discount applies solely for DCA plans.

Q3. Does OKX support recurring buys via bank transfer in all jurisdictions?No, SEPA, Faster Payments, and ACH availability depends on regulatory approval in your country of residence—some regions restrict fiat inflows entirely.

Q4. What happens if my funding wallet balance is insufficient during execution?The system skips that cycle and logs a failure event. Auto-Top-Up must be enabled beforehand to prevent missed purchases.