Upgrade to Unified Account

Upgrade 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 UTA Pro. Check Get Account Info after a while and if unifiedMarginStatus=4, then it is successfully upgraded to UTA Pro.

• if unifiedMarginStatus=3, then it is UTA, you need to call below upgrade endpoint to UTA Pro. Check Get Account Info after a while and if unifiedMarginStatus=4, then it is successfully upgraded to UTA Pro.

important

Banned / Express path users cannot upgrade the account to Unified Account for now.

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:

• No open order and debt in the Spot account
• No open order in the Derivatives account
• USDT positions are either isolated or cross mode in the Derivatives account
• No open order in the USDC Derivatives account
• Cannot have TPSL order either

3. When the unifiedUpgradeProcess = PROCESS, it means that the system needs asynchronous verification processing, and the upgrade result cannot be returned in real time. You can check API Get Account Info after 3-5 minutes, check whether the upgrade is successful according to the "unifiedMarginStatus" field in the return.

4. 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())

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
}