Upgrade to Unified Account

Upgrade Guidance

Check your current account status by calling this Get Account Info

• if unifiedMarginStatus=1, then it is Classic account, you can call below upgrade endpoint to UTA2.0 Pro. Check Get Account Info after a while and if unifiedMarginStatus=6, then it is successfully upgraded to UTA2.0 Pro.

• if unifiedMarginStatus=3, then it is UTA1.0, you have to head to website to click "upgrade" to UTA2.0 first.

• if unifiedMarginStatus=4, then it is UTA1.0 Pro, you can call below upgrade endpoint to UTA2.0 Pro. Check Get Account Info after a while and if unifiedMarginStatus=6, then it is successfully upgraded to UTA2.0 Pro.

• if unifiedMarginStatus=5, then it is UTA2.0, you can call below upgrade endpoint to UTA2.0 Pro. Check Get Account Info after a while and if unifiedMarginStatus=6, then it is successfully upgraded to UTA2.0 Pro.

important

Banned users cannot upgrade the account to Unified Account

info

You can upgrade the normal acct to unified acct without closing positions now, but please note belows:

1. Please avoid upgrading during these period:

every hour	50th minute to 5th minute of next hour

2. Please ensure: there is no open orders when upgrade from UTA2.0 to UTA2.0 Pro
   
   Regaring the conditions that upgrade UTA1.0 Pro to UTA2.0 Pro, please ensure:

• There is no open orders regardless of order types;
• All inverse contract positions must keep consistent with the margin mode of Unified account. If it is Portfolio Margin mode, you either close inverse positions or switch unified account margin mode to cross or isolated margin mode.
• Cannot have hedge mode inverse futures positions, which is not supported in UTA2.0
• Cannot have TPSL order either

3. During the account upgrade process, the data of Rest API/Websocket stream may be inaccurate due to the fact that the account-related asset data is in the processing state. It is recommended to query and use it after the upgrade is completed.

HTTP Request

POST /v5/account/upgrade-to-uta

Request Parameters

None

Response Parameters

Parameter	Type	Comments
unifiedUpdateStatus	string	Upgrade status. FAIL,PROCESS,SUCCESS
unifiedUpdateMsg	Object	If PROCESS,SUCCESS, it returns null
> msg	array	Error message array. Only FAIL will have this field

---

Request Example

HTTP

POST /v5/account/upgrade-to-uta HTTP/1.1
Host: api-testnet.bybit.com
X-BAPI-SIGN: XXXXX
X-BAPI-API-KEY: XXXXX
X-BAPI-TIMESTAMP: 1672125123533
X-BAPI-RECV-WINDOW: 5000
Content-Type: application/json

{}

Python

from pybit.unified_trading import HTTP
session = HTTP(
    testnet=True,
    api_key="XXXXX",
    api_secret="XXXXX",
)
print(session.upgrade_to_unified_trading_account())

GO

import (
    "context"
    "fmt"
    bybit "github.com/wuhewuhe/bybit.go.api"
)
client := bybit.NewBybitHttpClient("YOUR_API_KEY", "YOUR_API_SECRET")
client.NewUtaBybitServiceNoParams().UpgradeToUTA(context.Background())

Java

import com.bybit.api.client.config.BybitApiConfig;
import com.bybit.api.client.domain.account.request.AccountDataRequest;
import com.bybit.api.client.domain.account.AccountType;
import com.bybit.api.client.service.BybitApiClientFactory;
var client = BybitApiClientFactory.newInstance("YOUR_API_KEY", "YOUR_API_SECRET", BybitApiConfig.TESTNET_DOMAIN).newAccountRestClient();
System.out.println(client.upgradeAccountToUTA());

.Net

using bybit.net.api;
using bybit.net.api.ApiServiceImp;
using bybit.net.api.Models;
BybitAccountService accountService = new(apiKey: "xxxxxx", apiSecret: "xxxxx");
Console.WriteLine(await accountService.UpgradeAccount());

Node.js

const { RestClientV5 } = require('bybit-api');

const client = new RestClientV5({
    testnet: true,
    key: 'apikey',
    secret: 'apisecret',
});

client
    .upgradeToUnifiedAccount()
    .then((response) => {
        console.log(response);
    })
    .catch((error) => {
        console.error(error);
    });

Response Example

{
    "retCode": 0,
    "retMsg": "",
    "result": {
        "unifiedUpdateStatus": "FAIL",
        "unifiedUpdateMsg": {
            "msg": [
                "Update account failed. You have outstanding liabilities in your Spot account.",
                "Update account failed. Please close the usdc perpetual positions in USDC Account.",
                "unable to upgrade, please cancel the usdt perpetual open orders in USDT account.",
                "unable to upgrade, please close the usdt perpetual positions in USDT account."
            ]
    }
},
    "retExtInfo": {},
    "time": 1672125124195
}