How to Upgrade to the Unified Trading Account With Existing Futures Positions?

[Estimated reading time: 3 minutes]

Feature overview

When upgrading from a classic account to a unified trading account, you don't need to manually close your positions in advance. The system will automatically migrate USDT/USDC-M Futures (cross margin / isolated margin) and Coin-M perpetual futures (cross margin / isolated margin) to the unified trading account at the original average entry price with no loss. Bitget covers all fees, and the average entry price is fully preserved. Coin-M delivery futures, positions opened with position vouchers, and margin trading positions are not supported for automatic migration. You must manually close these positions before upgrading.

What changes after upgrading

Assets

The system will automatically transfer the balances from your classic account's spot, margin, and futures accounts to the unified trading account. Coins not supported by the unified trading account will be transferred to your funding account.

Position

Account mode

Upgrade requirements

Account status

• No open orders or outstanding liabilities in spot, margin, or futures

• Not within 5 minutes before or after the funding fee settlement window

• Futures and multi-asset accounts are not under risk control or ADL status

• MMR for each futures account is below 20% (subject to actual conditions)

Position and futures parameters

• No Coin-M delivery positions, cross-margin or isolated-margin trading positions, or futures positions opened with position vouchers (these must be closed manually)

• Up to 100 positions can be migrated per upgrade

• If you hold both USDT/USDC-M and Coin-M positions at the same time, the position mode must be consistent (either all one-way mode or all hedge mode)

• The leverage for each position must be ≤ the maximum leverage supported for that trading pair in the unified trading account

• The position value for each position must be ≤ the upper limit of the corresponding risk limit tier in the unified trading account

Requirements specific to isolated margin positions

• Isolated margin for a position cannot be negative (if negative, you must add margin before upgrading)

• The margin for isolated Coin-M positions must be in the base currency (i.e., the settlement currency of the futures; for example, BTC futures margin must be in BTC)

Handling upgrade failures

Related articles:

1. Unified trading account overview

2. Differences between unified trading account and classic account

3. How to upgrade to the unified trading account

4. How to set collateral coins

FAQ

1. Do I need to pay a fee to upgrade to the unified trading account?

No. All transaction fees for position migration during the upgrade are fully covered by the platform.

2. Which positions can be migrated automatically?

USDT/USDC-M futures (cross margin and isolated margin) and Coin-M perpetual futures (cross margin and isolated margin) can be migrated automatically. Automatic migration doesn't support Coin-M delivery futures, positions opened with position vouchers, or margin trading positions. You need to close these manually before upgrading.

3. Will my average entry price change after migration?

No. This upgrade migrates your positions at their original average entry price. The average entry price remains exactly the same before and after migration, and unrealized PnL carries over naturally. The upgrade will not result in additional settlement or losses.

4. Can isolated margin positions be migrated?

Yes. Isolated margin positions (USDT/USDC-M and Coin-M perpetual futures) can now be migrated during the upgrade. However, note that isolated margin cannot be negative, and the margin for isolated Coin-M positions must be in the settlement currency. Otherwise, you'll need to manually close the position first.

5. What's the maximum number of positions I can migrate in one upgrade?

Up to 100 positions can be carried over for the upgrade.

6. What margin mode will I be in after upgrading?

If you only hold USDT/USDC-margined positions (no multi-asset, no Coin-M positions), you'll enter Basic mode. If you hold coin-margined perpetual futures positions or multi-asset positions, you'll enter Advanced mode (all coins that support collateral are included in the margin).

7. Why did my upgrade fail?

The most common reasons are: the account has open orders, is under risk control, has too high a risk rate, holds a position type that is not supported for migration, or an isolated margin position does not meet the specific requirements (negative margin or margin not in the base currency). Please follow the on-page prompts to check each item, then try again.