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Know Your Business (KYB) FAQ
Once the KYB process has started, OKX will cross-reference your institution’s information and documentation in order to understand the nature of the intended relationship and verify the true identity of your institution and any key persons. Learn more about the beneficial ownership of your institution here.Published on 29 Jan 2025Updated on 27 Sept 202530Getting to know your activity and portfolio pages
Our platform is designed to give you a clear and unified view of your transactions and assets. There are two key pages: Activity and Portfolio , which can help you track your activity and manage your holdings efficiently.Activity page The Activity Page is your central hub where you can see everything happening with your trades and transactions.Published on 5 Nov 2025Updated on 9 Dec 20251Disabling cloud sync on your authenticator app
This means that if your third-party account (e.g., Google account, Microsoft account) is logged in on another device, you can view the verification codes from that account’s Authenticator on the other device. If cloud sync is enabled, and your third-party account (e.g., Google or Microsoft) is compromised or lost, a hacker could also gain access to the verification codes in your Authenticator, posing a security risk.Published on 12 May 2023Updated on 2 Apr 20264,563How do I turn on my trade confirmation for your order, "Close all", and Reverse position trades?
Learn how you can turn on the trade confirmation as below: Navigate to the Chart settings menu at the side menu of your trading screen Select Settings to load the menu Select Trade Confirmations under Settings Once the Settings option is loaded up, select Trade confirmations You can turn on the notification alert for your order confirmation, aside from "Close all" and Reverse position Toggle on the trade confirmations of your preference If you're wondering how you can turn on the cool-off period,Published on 28 Nov 2024Updated on 10 Sept 202512Why should I trade crypto options on the OKX Liquid Marketplace?
Risk management Our risk management tools allow you to manage your risk all in one spot – and to avoid the extra counterparty or operational risks of having to move funds around. Pick structures using our position builder, manage risk or try synthetic strategies to better model and visualise your risk. Efficient execution Our execution tool offers an aligned, no conflict workflow for bulk orders or complex multi-leg trades.Published on 13 Mar 2024Updated on 2 Dec 20256How can I troubleshoot web or app issues?
If issues persist, select Clear Data (this logs you out but fixes many deep bugs).For iOS There’s no direct “Clear Cache,” but deleting and reinstalling the app achieves the same effect.For browser Open your browser settings. Find the Privacy or Clear browsing data section. Select Cookies and Cached files, then confirm to clear them.Published on 11 Feb 2026Updated on 4 Mar 20266How does futures spread trading work on OKX Liquid Marketplace?
How futures spreads are traded in crypto? Spread trading involves taking two futures positions in opposite directions: one long, one short. The idea is to make money off the price difference between the two futures – which are also called the two legs of the strategy. The profit a trader makes from this trade comes from the price difference, or spread, between those two contracts.Published on 13 Mar 2024Updated on 10 Sept 20256How to prevent phishing emails?
They often blend into your inbox and try to trick you into sharing personal information or even your account credentials. Knowing how to spot these emails is one of the best ways to protect your assets.How do phishing emails typically work? Scammers often send emails that look very similar to official messages. Their goal is to deceive you into taking actions that put your account at risk, such as clicking a malicious link or sharing sensitive information.Published on 24 June 2025Updated on 16 Dec 20253How to avoid deposit of unsupported tokens?
Note: By following these steps, you can effectively avoid depositing unsupported tokens, ensuring the security of your assets.Published on 16 Oct 2024Updated on 12 Feb 2026384How do I obtain an ASIC Extract?
During the payment process, please provide your email address Soon, you'll receive a link to download the company extract in your email Ready to continue with your SMSF sign-up? Find out more here: How do I open an SMSF account on OKX? Self-Managed Super Fund (SMSF) FAQPublished on 2 July 2025Updated on 3 Dec 20251How to transfer crypto from Coinbase to OKX?
Go to the withdraw section in your portfolio (The bottom button on your screen) by clicking 'Transfer' and by clicking 'Send crypto' after. Select the cryptocurrency you want to transfer from Coinbase to OKX. Go to your OKX-account and copy your deposit address for that specific crypto. Copy the provided deposit address for that crypto to Coinbase. Initiate the crypto transfer from Coinbase. Paste your copied address in the withdrawal section of the selected crypto on Coinbase.Published on 19 June 2025Updated on 26 June 20256How do I share order parameters?
Sharing your order parameters is a valuable feature that enhances collaboration among traders. Whether you want to communicate your trading strategies, discuss market trends, or seek feedback from others, we provide a seamless way to share your order details securely and efficiently. This eliminates the need for manual explanations, ensuring accuracy and clarity in trading discussions.Published on 7 May 2025Updated on 10 Sept 20254How do I find the Marketcap feature?
Identify trends: detect bullish or bearish market conditions and adjust your trading strategies accordingly.How do I find the Marketcap feature?Published on 27 Feb 2025Updated on 10 Sept 20256How do I whitelist OKX Emails?
Whitelisting an email address in iCloud is simple and quick Log in to your iCloud account and select the Apps menu to access your Contacts Open your contact in iCloud Select the (+) below profile and select Create New Contact Create a new contact to whitelist Populate all the fields and be sure to add okx.com Add email to whitelist Lastly, select Done to complete the email whitelistOutlook Log in to your Outlook account and go to Settings and Junk email Open Junk email from settings Go to Safe sendersPublished on 26 Nov 2024Updated on 8 Sept 202570How do I change the chart type?
If you want to find out how you can enable multiple charts on screen, visit here.Published on 5 Nov 2024Updated on 10 Sept 202513