Managing your digital assets effectively starts with knowing exactly what you own and where it’s located. As one of the world’s leading cryptocurrency exchanges, OKX offers powerful tools across both its web platform and mobile app to help users monitor, manage, and move their assets with ease. Whether you're new to crypto or an experienced trader, understanding how to view your assets on OKX is essential for tracking portfolio performance, planning financial strategies, and maintaining account security.
This comprehensive guide walks you through step-by-step instructions for accessing your assets on both the web and mobile platforms, explains key account types, addresses common issues, and shares best practices for secure asset management.
View Your Assets on the OKX Web Platform
The OKX web interface provides a full-featured dashboard designed for detailed asset oversight and advanced trading functionality. It's ideal for users who prefer a larger screen and in-depth analytics.
Step 1: Log In Securely
Open your preferred browser and navigate to the official OKX website. Enter your credentials—your email or username and password—to log in. If two-factor authentication (2FA) is enabled, complete the verification process using your authenticator app or SMS code. Always ensure you’re visiting the legitimate site to avoid phishing scams.
👉 Access your OKX dashboard securely from any device
Step 2: Navigate to the “Assets” Section
Once logged in, look for the "Assets" tab in the top navigation menu. Clicking this takes you to the central hub for all your financial activity on OKX.
Step 3: Review Your Asset Overview
The default “Overview” page displays your total net worth converted into fiat currency (USD, CNY, EUR, etc.), giving you a real-time snapshot of your portfolio value. A visual breakdown—often in pie chart format—shows the distribution of your holdings across different cryptocurrencies, helping you assess diversification at a glance.
Step 4: Explore Account-Specific Balances
OKX separates funds into distinct account types based on usage:
Funding Account: This is your primary wallet for deposits, withdrawals, and internal transfers. Here, each cryptocurrency shows three balances:
- Available: Funds ready for trading or withdrawal.
- Frozen: Assets temporarily locked due to open orders or pending transactions.
- Total: The sum of available and frozen amounts.
Trading Accounts:
- Spot Account: Holds assets used for immediate buy/sell trades.
- Derivatives (Contracts) Account: Manages positions in futures and perpetual contracts.
- Earning Account (Finance): Displays assets invested in products like Staking, Dual Investment, or Flexible Savings (formerly "余币宝"), along with accrued returns.
You can switch between these accounts seamlessly within the Assets section to track performance and manage allocations.
Check Your Portfolio on the OKX Mobile App
For traders on the go, the OKX mobile app delivers full-featured asset management in the palm of your hand. Available on both iOS and Android, it ensures you never miss a market movement.
Step 1: Download and Log In
Search for “OKX” in the App Store or Google Play, download the official app, and install it. Open the app and log in with your account details. Again, complete 2FA if prompted.
👉 Stay in control of your crypto anytime, anywhere
Step 2: Access the “Assets” Dashboard
At the bottom of the screen, tap the “Assets” icon. You’ll immediately see your total portfolio value in your selected fiat currency, along with a visual representation of asset allocation.
Step 3: Switch Between Account Types
Just like on desktop, you can toggle between:
- Funding Account
- Spot Trading Account
- Contracts Account
- Earning Products
Tap any account to view detailed balances per coin or token.
Step 4: Use Search for Quick Access
If you hold many different tokens, use the built-in search bar to find a specific cryptocurrency instantly—perfect for users with diversified portfolios.
Frequently Asked Questions (FAQ)
Q: What should I do if my asset balance appears incorrect?
A: First, check your internet connection and refresh the page or restart the app. Delays can occur due to network lag or system synchronization. Also, verify that no trades are pending or unconfirmed. If discrepancies persist, consult your transaction history or contact OKX support.
Q: How do I transfer assets between accounts?
A: From the Assets page, select “Transfer”, choose the source and destination accounts (e.g., Funding → Spot), specify the coin and amount, then confirm. Most transfers are processed instantly.
Q: Can I see historical asset values?
A: Yes—OKX offers historical asset snapshots under certain reporting or tax tools. These are useful for tax filing or auditing purposes. Check under “Reports” or “Tax Documentation” in your account settings.
Q: Why are some funds marked as “frozen”?
A: Frozen balances typically result from active limit orders, ongoing withdrawals, or participation in time-bound financial products. Once the condition resolves (e.g., order fills), funds return to “available.”
Q: Is it safe to check my assets on public Wi-Fi?
A: While viewing balances is low-risk, avoid performing transfers or logging in over unsecured networks. Always enable 2FA and consider using a private browser or incognito mode.
Key Tips for Managing Your OKX Assets
- Understand Account Types: Knowing where your funds are stored prevents confusion during trading or withdrawals.
- Monitor Regularly: Frequent checks help detect anomalies early—crucial for security.
- Enable Security Features: Use strong passwords, hardware-based 2FA (like Google Authenticator), and whitelist withdrawal addresses.
- Beware of Phishing: Never access OKX via links in emails or messages. Always type the URL manually or use trusted bookmarks.
- Keep Records: Export monthly asset reports for personal finance tracking or tax compliance.
Final Thoughts
Whether you're analyzing long-term investment growth or executing fast-paced trades, being able to clearly view and manage your assets on OKX is fundamental. With intuitive interfaces on both web and mobile, real-time balance updates, and robust security features, OKX empowers users to stay informed and in control.
👉 Start managing your digital wealth with confidence today
By mastering these tools and following best practices, you’ll enhance not only your trading efficiency but also the safety of your cryptocurrency holdings. Stay proactive, stay secure, and make every decision data-driven.