Liquidation and Forced Closing Mechanism Explained

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Overview

Liquidation occurs when your account's maintenance margin ratio fails to meet requirements, triggering an automated risk management process. Specifically, when your maintenance margin ratio drops to 100% (meaning your account equity equals or falls below required maintenance margin plus applicable closing fees), the system will: cancel orders, partially/fully close positions. Procedures vary by account mode.

Certain products/services follow different liquidation rules with unique terms. Always manage position risk levels and maintain required margin ratios.


Maintenance Margin Rate Requirements

The maintenance margin rate represents the minimum collateral needed to sustain positions. It's dynamically calculated based on:

Key Determinants:

This percentage-based metric adjusts continuously with your equity and trading parameters.

A. Account Mode Differences

ModeCalculation Method
Isolated MarginPer-position maintenance margin calculated individually
Cross Margin (Spot/Futures)Aggregate risk across all positions determines maintenance requirement
Portfolio MarginBased on stress-test losses rather than fixed margin rates

B. Position Tiers

Larger positions fall into higher tiers requiring:

Example: BTC futures cross-margin accounts combine contracts across expiries to determine tier thresholds.


Liquidation Fees & Costs

When maintenance margin ≤100%, automatic forced liquidation initiates with:

  1. Liquidation Fee: Charged per your fee tier rate (option trades add 12.5% of premium)
  2. Liquidation Cost: Covers market volatility impacts (slippage/losses)

Net proceeds from these fees deposit into OKX's risk reserve fund for user protection.

Fee Calculation Methods

ProductFormula
Spot/LeverageLiability = ABS(borrowed amount) × tiered maintenance rate
Contracts(Contract face value × multiplier × mark price) × tiered rate
Options*Configurable coefficient × margin factor × liquidated contracts

*Portfolio margin options use customized calculations


Liquidation Process Flow

Trigger Phase:

  1. Order cancellations/rejections
  2. Risk reserve deployment (at OKX's discretion)

Execution Paths:

Isolated/Cross Margin:

Multi-Currency/Portfolio Margin:

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FAQs

Q: How often do margin requirements update?
A: Maintenance rates recalculate in real-time as positions and market prices change.

Q: Can I avoid liquidation once triggered?
A: No - the process is automated when thresholds breach 100%, though adding collateral pre-emptively may prevent it.

Q: Does OKX guarantee loss coverage?
A: No. Risk reserve usage remains at OKX's sole discretion without obligation.

Q: Why do tiered requirements exist?
A: They prevent market disruption by gradually reducing leverage for larger positions.

Q: How are option liquidations different?
A: Premium-based fees and configurable coefficients create unique calculations.

Q: Where can I check current tier thresholds?
A: Refer to OKX's official documentation pages for up-to-date tables.

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Disclaimer: Digital asset trading involves substantial risk. This material isn't investment advice. OKX makes no representations regarding compensation for losses. Review full terms at official documentation.

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