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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 Oct 10, 2024Updated on Feb 2, 202653How 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, 20253How 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, 202560How do I protect my account from Trojan horse takeovers?
Your awareness is your first line of defense. By staying alert to suspicious activity and maintaining good security hygiene, you can significantly reduce the risk of Trojan horse attacks and account takeovers. If you’re ever unsure or need help, don’t hesitate to reach out to OKX Support.Published on May 30, 2025Updated on Feb 5, 202611Accounting methods and cost basis
OKX offers three methods to determine which assets are sold first: FIFO (First In, First Out): The oldest assets you buy are sold first. (Default Method) LIFO (Last In, First Out): The most recently purchased assets are sold first. HIFO (Highest In, First Out): The most expensive assets you buy are sold first.How do I change my accounting identification method? Navigate to Your tax summary > Settings to select your preferred method. Please note that changes only apply to future transactions.Published on Nov 4, 2025Updated on Feb 13, 2026What is the New User Full Rebate Program?
The campaign period only limits the window in which users must complete their First Qualifying Trade. It does not affect users' ability to claim the already-earned rewards. Once the campaign period expires, users who have not yet completed their First Qualifying Tradewill no longer be able to earn rewards under this Program.4. What are the First Qualifying Trade requirements to claim for the New User Full Rebate Program?Published on Mar 16, 2026Updated on Apr 6, 2026How do I buy crypto and earn rewards?
One buy per day: only your first eligible buy each day counts toward your 5-day streak. Starting late: if you wait until February 17 to make your first buy, you won't have enough days left to finish the 5-day streak before the campaign ends on February 20. Failed payments: if a payment is canceled or reversed, that day’s progress will be removed. If this happens after you get your reward, the reward may be taken back.Published on Dec 29, 2025Updated on Jan 29, 20263What'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, 202615OKX Web3 wallet customer review reward from Sourceforge terms and conditions
The first 150 OKX Wallet customers to have a customer review pass SourceForge's Review Guidelines and published on SourceForge between August 8, 2023 and August 31, 2023 will be eligible for a $20 gift card.Published on Aug 7, 2023Updated on Aug 28, 202555OKX customer review reward from Sourceforge terms and conditions
This promotion is on a first-come, first-served basis, and a maximum of 50 eligible participants will each receive the Gift. Limit one (1) gift per recipient. Sub-accounts will not be eligible to participate or receive any rewards. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of Gift are the sole responsibility of the individual Gift recipient.Published on Aug 7, 2023Updated on Oct 8, 202587US Christmas Crypto Gift Campaign
Crypto gifts will be sent on a first-come, first-served basis, while supplies last, in OKX's sole discretion. This crypto gift campaign is exclusively available to residents of the United States, excluding residents of New York, Texas, American Samoa, Guam, the Northern Mariana Islands, and the U.S. Virgin Islands. For the avoidance of doubt, users from other countries or regions (subject to verification information) may not be eligible to participate in this crypto gift campaign.Published on Dec 24, 2025Updated on Dec 24, 2025How do I unlock my deposit when the Travel Rule additional verification is required?
Input your sender's legal name in the First name and Last name field, then select Submit Note: if you're the sender, you can select I'm the sender checkbox Fill in all the necessary sender's information if your deposit is from a private wallet Under certain circumstances, you're required to select your sender's country or region of residence in the Country/region field Once your additional verification is successful, your deposit will be unlockedPublished on Aug 23, 2024Updated on Dec 4, 20255What should I do if facial recognition fails?
Important notes before updating or reinstalling: If you have created a Web3 wallet, back up your wallet first. Learn more here about how to back your seed phrase or private key. If you have created a keyless wallet, before updating or uninstalling the app, kindly ensure that: You can log in to the Exchange account linked to the keyless wallet. You remember the password for your cloud backup.Published on Oct 11, 2024Updated on Apr 6, 2026434How do I create a DEX trading wallet?
Entry point: the first time you trade a DEX token, go to the trading page or asset page and select Create Wallet. Introduction page: read the product introduction and agree to the disclaimer. Email verification: the system will check if your linked email meets zkEmail requirements. If not, you’ll need to update it. Create Passkey: If your device supports it and no Passkey has been created yet, the system will guide you through creating one.Published on Oct 1, 2025Updated on Nov 17, 2025OKX Learn to Earn: BTC halving 2024 event rules
The total prize pool is 0.2 BTC for this event, distributed on a first-come, first-served basis upon completing the tasks (Answer quiz, complete account verification, and claim rewards). The event will end early if all event rewards are distributed before the event ends or before you finish account verification. The account verification process may take up to 1 day.Published on Mar 26, 2024Updated on Aug 28, 20256,676