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How do I start onboarding as an institutional user?
If you need further clarification, please contact customer support.Do I need to provide a supplemental confirmation letter in PDF format? If you’re instructed to submit a supplemental confirmation letter in PDF format, please follow the instruction accordingly.You may scan a physical document or convert it into a PDF file, then upload it through the specified channel.Published on 10 Oct 2024Updated on 2 Feb 202652How do I submit my proof of address (POA)?
The POA must be a clear photo of your original POA or a PDF file can either be a clear photo of your original POA or a PDF file. The POA must match the residential information you provided during your identity verification. The acceptable types of POA may vary with different jurisdiction.Where should I upload my proof?Published on 5 Sept 2023Updated on 12 Feb 2026850How do I fix errors when submitting my institutional verification?
Note: Document should be an original copy (preferably in PDF file format), clear quality, and smaller than 20MB. Please clear your browser’s cache and cookies, and restart your browser before trying again. Navigate the status of your details via the progress bar Learn more on how you can fix the errors on your Institutional account application here.Published on 10 Oct 2024Updated on 8 Oct 202560Self-Managed Super Fund (SMSF) FAQ
You can download your complete trade, deposit, and withdrawal history from OKX in CSV, PDF, or via API. An SMSF account follows the standard maker/taker schedule for customers. You can learn more here.3. How can my SMSF account trade more safely going forward? To enhance the security of your account and crypto assets, we recommend the following best practices: Strengthen Account Security Enable multi-factor authentication (MFA) for all trustee logins.Published on 2 July 2025Updated on 3 Dec 2025How do I protect my account from Trojan horse takeovers?
Scan and upload your files Personal documents, ID images, PDFs, and wallet backups may be silently accessed and sent to remote servers. Remotely control your device Hackers may operate your computer as if they were sitting in front of it, without your awareness. Disable your antivirus software To avoid detection, some malware turns off your security tools or blocks software updates.Published on 30 May 2025Updated on 5 Feb 202610Why did my identity verification fail?
Screenshot / Non-original File / Missing Pages / Damaged File / Expired File / Unsupported Language Please check and ensure the following before resubmitting: Upload original documents in image or PDF format. Ensure the photos have not been edited using image software (e.g., Photoshop) and are not screenshots. Upload color photos or files. Upload clear photos showing all four corners of the document (front and back if applicable).Published on 5 Sept 2023Updated on 23 Feb 202611,515
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