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What is the New User Full Rebate Program?
How do I enroll in this New User Full Rebate Program?Published on Mar 16, 2026Updated on Mar 16, 2026FAQHow do I submit my proof of address (POA)?
The POA must be issued within the last 3 months The POA must be a clear photo of your original POA or a PDF file of the original POA The POA must match the residential information you provided during your identity verification The acceptable types of POA may vary depending on the jurisdictionPublished on Sep 25, 2024Updated on Nov 17, 2025FAQ3How 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 Oct 10, 2024Updated on Feb 2, 2026FAQ50How 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 Oct 10, 2024Updated on Oct 8, 2025FAQ60How 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 May 30, 2025Updated on Feb 5, 2026FAQ10How do I download my account statements?
Select download to download the statementI want to download account statements with full address To download your statements with a full address, please follow the steps here.Published on Nov 6, 2024Updated on Mar 4, 2026FAQ72How do I get my individual account verified?
Basic info Country of Residence Nationality Local Language name (if applicable) Full name Date of birth ID number ID type Social Security Number (SSN) Note: it's mandatory to provide your Social Security Number (SSN) for you to pass the identity verification process. Residential address ID documents We accept valid state-issued IDs, driver's licenses and passport.Published on Aug 7, 2024Updated on Dec 19, 2025FAQ34What's OKX Security Assistant?
If you’re unsure whether a risk item can be safely deleted, prioritize: “Stop loss first (switch to a trusted device) + investigate later (full scan, read descriptions, provide feedback).”Published on Jan 15, 2026Updated on Feb 13, 2026FAQ6How do I prevent self-trade and improve my API trading efficiency and protection?
Start benefiting from our Self-Trade Prevention feature today and unlock the full potential of your trading strategies. Visit OKX's API page and explore the extensive API documentation to learn more about how to leverage this powerful tool to enhance your trading journey.Published on Jun 11, 2024Updated on May 14, 2025FAQ11How do I manage my tax account and documents?
Once generated, you can also download your full Transaction History for use with software like TurboTax. Navigate to the Tax Center by entering via the Menu optionWhy does my tax form show a different date than my local records? OKX uses Coordinated Universal Time (UTC) for all tax reporting. A transaction occurring late on December 31 in the US might be recorded as January 1 UTC and will appear on the following year’s tax form.How do I update my SSN or Taxpayer ID?Published on Nov 4, 2025Updated on Feb 13, 2026FAQBeneficial Ownership FAQ
The ownership structure documents should clearly show the ownership structure along with the full names and percentage ownership of each owner, including all intermediary owners.What are intermediate owners (interlayer entities)? Intermediate owners are entities that hold a significant stake in your institution’s ownership structure between the institution itself and the ultimate beneficial owner (UBO).Published on Oct 10, 2024Updated on Dec 1, 2025FAQ6How do I use the chart trading layout?
The full view of the trading page It also allows users to toggle the visibility of the position and order panel, utilizing them as needed to maximize chart space for technical analysis. The position and order panel, where all the crucial trading details are displayedHow do I select the chart trading layout? Log in to your OKX account and go to your preferred trading instruments Select Create new Select Chart trading to turn on it Note: You can only create up to 10 workspaces.Published on Jan 29, 2024Updated on Feb 12, 2026FAQ124What's OKX Convert?
You can view the full list of supported assets here:https://www.okx.com/markets/prices4. What's the minimum and maximum amount I can convert into a single transaction? The minimum limit is close to 0, allowing you to convert any small balance at a low threshold. The maximum limit depends on the specific crypto. You can insert an amount and select Convert for a preview.Published on Sep 27, 2023Updated on Mar 6, 2026FAQ2,160What onboarding information is required for the non-profit organization (NPO)?
Provide identifying information Provide identifying information for the NPO, such as your institution’s legal full name, registration address, principal place of business, institution type, an industry, amongst other pertinent and verifiable data. Provide identification documentation Provide valid proof of identity (PoI) and proof of address (PoA) documents that verify the existence and establishment of the NPO, as well as the identity of each key person involved.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ71What onboarding information is required for a family office?
Certificate of Incorporation or Business Registration Certificate (or equivalent official document, such as a business license) Articles of Association Registration of Directors Registration of Shareholders or Beneficial Ownership Chart (must be signed and dated within the past 12 months) Proof of Business Address (if different from the registered address) Provide identifying information Provide identifying information for the family office, such as your institution’s legal full name, registrationPublished on Oct 13, 2023Updated on Feb 12, 2026FAQ66