# Account and Exchange Terminal Setup

## Trading on OKX

To start trading on OKX, follow these steps:

1\. Funding your trading account:

* Make sure you have funds available in your OKX trading account.
* To launch a bot, your balance must be at least 200 USDT.
* To run a spot short bot, you need to hold a coin equivalent to 200 USDT in value.

2\. Setting up the OKX terminal:

* In the “Margin Mode”, ensure Cross Margin is selected.
* Go to the upper-right corner of the OKX terminal and click the gear icon (Settings).
* In the “Account Mode” section, choose one of the following modes:
  * Spot and Futures Mode
  * Multi-currency Margin Mode
  * Portfolio Margin Mode<br>

<figure><img src="https://content.gitbook.com/content/vSQbeA5D3PC0GX0QTFFZ/blobs/AjhFKpENzsBciP3xRWOs/image.png" alt=""><figcaption></figcaption></figure>

<br>

* In the “Position Mode” section, select **“One-way Mode”.**
  * The Hedge Mode is available only for the [DEFAULT](https://ginareas-organization.gitbook.io/ginarea.org/eng/ginarea-bot-modes-and-types/default) strategy; all other strategies support only One-way Position Mode.
* Leverage:

  * Set the maximum leverage, or choose a level that won’t interfere with the bot’s operation and aligns with your personal [risk tolerance when the bot builds a position.](https://ginareas-organization.gitbook.io/ginarea.org/eng/bot-management)

  \
  [OKX terminal setup](https://www.youtube.com/watch?v=NnfugOx39BU)

***

### Setting up the Bybit terminal:

To trade on Bybit, follow these steps:

1. Funding your accoun&#x74;**:**
   * To launch spot and futures bots, your balance on the **Unified Trading Account** must be at least **200 USDT**;&#x20;
   * To run a [spot short bot](https://ginareas-organization.gitbook.io/ginarea.org/eng/ginarea-bot-modes-and-types/spot-type), you need to hold a coin equivalent to 200 USDT.
   * To use [inverse contract bots](https://ginareas-organization.gitbook.io/ginarea.org/eng/ginarea-bot-modes-and-types/coin-futures-type), you must also hold a coin equivalent to 200 USDT
2. **Setting up the Bybit terminal:**

   * In the **“Margin Mode”** section, select one of the following:
     * **Cross Margin**
     * **Portfolio Margin**

   <figure><img src="https://content.gitbook.com/content/vSQbeA5D3PC0GX0QTFFZ/blobs/udnVo7TdVkJmwWjTrI5E/image.png" alt=""><figcaption></figcaption></figure>

   * In the **“Position Mode”** section, select **“One-way Mode”**.
     * The Hedge Mode is available only for the [DEFAULT](https://ginareas-organization.gitbook.io/ginarea.org/eng/ginarea-bot-modes-and-types/default) strategy; all other strategies support only One-way Position Mode.
   * **Leverage:**
     * Set the maximum leverage, or choose a level that does not interfere with the bot’s operation and matches your personal risk tolerance when the bot opens positions.

   **Using Coins as Collateral:**

   If your selected account mode allows it, you can use coins as collateral for trading on both OKX and Bybit.