OKX Spot
OKX Spot

OKX Spot

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Important Notes Before You Begin Setup

You will need your Sequence User ID and BOT ID. These identifiers are essential throughout the setup process and are unique to your account.

You can also find this information in your original bot launch email, API refresh or on your invoice.

Example:

  • Client ID = 0x000 / ClientName
  • BOT ID = 0x000 / ClientName / BotID

Contact us at support@tradewithsequence.com to obtain them.

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Some information before you get started

  1. Use a Desktop Browser for Best Results.

We strongly recommend completing the setup process on a desktop browser, preferably Chrome. In our experience, doing this on a mobile web browser can be quite difficult — while not entirely impossible, the process is significantly less smooth. Additionally, API configuration is not supported in the native exchange applications (e.g., the Binance or Bybit mobile apps), so it's important to use a desktop environment for a successful setup.

  1. Primary Email Requirement

Your registered email is the one linked to your active strategy or bot, and it’s the only one authorized to receive private account information. 2FA codes, invoices, and sensitive support responses will only be sent to this email.

  1. Microsoft Email Users (Hotmail / Outlook / MSN / Live):

If you’re using an email address from Hotmail, Outlook, MSN, Live, or any other Microsoft-related domain, please note that these are not compatible with key features in the API connection manager. If you use one of these email service providers you must contact our support team before continuing.

Available Strategies:

USD/ALT (flagship) 🚀USD/ALT (flagship) 🚀BTC/SOLBTC/SOL

Steps to Set Up an API + Spot Strategy with an OKX

Step 1 👉 Create a sub-account

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Important: You must provide API keys for a sub-account dedicated to trading with Sequence

To trade with Sequence, each strategy must operate from a dedicated sub-account.

Never modify or place your own trades within this dedicated sub-account.

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Instructions:

📒 Read

Step 2 👉 Transfer funds

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Please note: to trade spot the funds must be in the spot wallet.

Important: We do not connect sub-accounts without the required funds.

Please ensure you have transferred the required minimum balance ($20,000 USD / 0.2 BTC) to your spot wallet before proceeding.

Please note that API permissions are restricted to trading functions only—we cannot withdraw or transfer funds under any circumstances.

Attempting to connect without sufficient funds will trigger an "Insufficient Funds" error and prevent strategy activation.

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Instructions:

📒 Read

Step 3 👉 Create API keys

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Please note the funds must be in the spot wallet to trade. Additionally, please ensure that the keys are created on the correct sub account, not the master account.

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Instructions:

📒 Read

Step 4 👉 Submit API keys to Sequence

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Congratulations: one last step - pair your keys with Sequence.

Now that you have created your keys there is just one last step. We need you to send the keys to Sequence so that the trading team can configure your chosen strategy.

We have prepared a special guide for this please see the link below.

🚨 Before You Begin

Please contact us to receive your Sequence User ID (or Client ID) and BOT ID. These identifiers are essential throughout the setup process and are unique to your account. Make sure to have them ready before proceeding.

support@tradewithsequence.com

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Instructions:

📒 Read

Some other notes

⁉️ API validity

API validity - is permanent for this method.

As you go through the API refresh process, it is important not to delete the keys that are trading to avoid any service disruption. Once you have received the “API refresh” email, you can delete the old API (or let it expire).

⁉️ Trade only permissions

The API permissions we ask for grant us limited access to open and close positions on your exchange platform.

We do not have the capability to transfer or withdraw funds from your account.

⁉️ Security recommendation

To maintain the integrity of your account, never share login credentials for your exchange account, including with our team.

⁉️ Questions

Of course, if you have any questions or get stuck, please contact support@tradewithsequence.com

🟢 What to expect The algorithm employs a systematic DCA approach, placing strategic orders based on bidirectional price action. The algorithm intentionally places smaller trades when price ranges are tight. Therefore during sideways or upward-only price movements, the strategy maintains conservative trade sizes. Conversely, larger trades require more significant price movements in both directions for effective execution and closing.

🟢 Adding funds The system takes into account the total balance of the account after the close of each trade / before the start of a new trade. This means that additional deposits can be made at any time and the system will recognize the deposit at the start of the new trade. For the funds to be recognized, please ensure funds are deposited into the Unified Trading Wallet (on Bybit) or account where you are trading (on other exchanges) AND deposited in the strategy’s base currency.

🟢 Withdrawing funds

For security purposes, please notify us before making any withdrawals that exceed 5% of your total wallet balance. This security measure allows our team to safely pause the automated trading functions before processing your withdrawal. You can submit withdrawal notifications through your user dashboard or by emailing us here: support@tradewithsequence.com

🟢 How to monitor your strategy You can monitor your strategy’s performance directly through your exchange interface by looking at the trade history. We recommend doing this in your desktop browser. For accurate performance tracking, please keep in mind that exchanges display profit and loss (PnL) metrics in USD terms. This is relevant for any strategy that is accumulating Bitcoin - as the unit of account will be incorrect. You must look or export the close trades and then compare the results in your unit of account.

⛔ Manual trades

Once launched, do not perform any manual trades in the account/sub-account running the algorithm.

⛔ Withdrawals

Once launched, do not withdraw more than 5% of your balance without notifying us first.

⛔ Non base asset withdrawals

Once launched, do not withdraw from any asset other than the coin that you are accumulating.

⛔ Non base asset additions

Once launched, do not add any currency or coins, other than the base asset you are accumulating.

Ongoing Updates

This section is regularly updated to include questions and reflect changes in trading strategies and platform features.

More questions? 💌 support@tradewithsequence.com

Other links

General FAQsGeneral FAQs📕Glossary Sequence WikiSequence WikiAvailable StrategiesAvailable StrategiesGetting Started Getting Started

©️Sequence

All rights reserved. Vedra Investments. DBA Sequence. Calle El Mirador y 85 Ave. Norte y 11Calle (Oficina 643), Colonia Escaldon, San Salvador, El Salvador. 🇸🇻

Sequence is a crypto algo trading software business. All interested parties are to check in advance whether they are legally entitled to purchase the products or activate and/or access services presented on the website/presentation. No recommendations are made to activate this service or invest in any other investment. Access to products and services on this website may be restricted for certain persons or countries. It is your responsibility to make sure that you are abiding to the laws and regulations of your domicile. Sequence offers a signals trading service that is self-custodial. You have full access, rights and understanding close any position at your own discretion, risk and responsibility.We make best efforts to ensure the accuracy and correctness of the information here, we do not accept any liability or responsibility for any errors or omissions. Trading carries risks. Exchanges carry risks. Coins carry risk. DYOR (Do Your Own Research).