All
FAQ
Announcements
Product documents
Which types of institutions are supported by OKX?
Explore how we can empower your institution in the rapidly evolving digital asset space. Privately owned financial Institution Privately owned company Fund Family office (private investment vehicle) Non-profit organization Trust Government-owned enterprise Publicly traded company If you're wondering about your type of institution, learn more about it here.Published on Jan 29, 2025Updated on Sep 27, 202542What onboarding information is required for a family office?
What's a family office? Family offices are entities set up to facilitate trading, investing, or other financial transactions using the personal wealth of the companies’ ultimate beneficial owners.Who are the key persons for a family office?Published on Oct 13, 2023Updated on Feb 12, 202670How do I manually set up futures grid trading bot?
Next, enter the grid’s upper and lower price bound, and the total number of grids Then, select Arithmetic or Geometric to determine exactly how the grid lines are spaced Several details need to be configured to set up the futures trading bot Arithmetic mode will space grid lines at equal price intervals. For example, if you’re trading BTC with an upper price of 35,000 USDT and a lower price of 25,000 USDT, and 10 grids, each grid line will be 1,000 USDT apart.Published on Jun 6, 2024Updated on Mar 31, 2026102Guide to ID and selfie photos for identity verification
If you're required to provide a selfie holding an ID during the verification process, make sure you follow the instructions below: The ID you're holding should be the same as the one you photographed in the steps described above; The photo side of your ID should be facing towards the camera; Take your selfie in a well-lit space; Make sure the info on your ID is clearly legible; Make sure your face is fully visible, unobstructed by masks, hats, or glasses, etc.; Make sure your ID isn't blocking yourPublished on Oct 13, 2023Updated on Jan 28, 202613,534What's demo trading and how do I use it?
This dual-purpose platform caters to both novice and experienced traders, offering a dynamic space for continuous learning and skill development in the ever-evolving world of cryptocurrency trading.What are the benefits of using demo trading? Risk-free trading: one of the biggest advantages of demo trading is that it allows traders to test their strategies and make mistakes without risking any real money.Published on Dec 12, 2023Updated on Apr 18, 2026994How 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?Published on Jan 29, 2024Updated on Apr 22, 2026126What should I do if facial recognition fails?
Device-related issuesApp permissions Kindly ensure that our app has been granted permission to access your phone's photo album and camera, as well as permission to use storage space. You can configure this through your phone's app permission settings.App version Update the app to the latest version and try again.Published on Oct 11, 2024Updated on Apr 21, 2026462What's a futures trading bot and how do you automate trades with it?
Then, select Arithmetic or Geometric to determine exactly how the grid lines are spaced. Select and enter the necessary details to determine the grid lines space Arithmetic mode divides the price range from Lower Price to Upper Price into the number of grids by equal price difference, as each grid has an equal price difference (for example 1, 2, 3, 4..).Published on Dec 26, 2023Updated on Oct 29, 202535What can help prevent P2P crypto scams and protect my assets?
Avoid meetups in private spaces like an individual's home and validate the shop address of the merchant before the meeting. Do validate that the cash received is legitimate and the amount accurate before releasing any crypto assets. During meetups, always bring someone you trust and never go alone when conducting offline transactions.6.Published on Sep 2, 2023Updated on Feb 12, 20261,460How do I submit my proof of address (POA)?
Valid rental agreement: The lease period must be for at least 6 months or more and the remaining tenure of the agreement must not be less than 2 months (can be issued for an indefinite period). It has to be signed by both parties (landlord and tenant). Valid utility bills such as water, electricity, gas, home attached television or internet bills, landline telephone bills. Mobile phone statements are not acceptable. Mortgage statement which is issued by a regulated financial institution.Published on Sep 5, 2023Updated on Feb 23, 20264What's Spot DCA (Martingale) bot and how to use it?
A conservative setup focuses on steadier accumulation with wider spacing between safety orders and stricter stop-loss rules, while a moderate one aims to balance stability and opportunity. Aggressive Smart Strategies, on the other hand, respond faster to market movements by placing safety orders in smaller price steps and allowing more flexible stop-loss conditions. This setup increases the chance of capturing short-term opportunities but also involves higher risk.Published on Oct 21, 2025Updated on Apr 3, 2026How do I manually set up spot grid trading bots?
Next, enter the total amount you want to open a position with and select the relevant cryptocurrency Note: there's also an option to set how the grid is spaced. Arithmetic will position each grid line at fixed price intervals (for example, every 20 USDT). Meanwhile, Geometric sets the grids using a fixed percentage from the current price, resulting in widening grids further out from the starting price.Published on Jun 6, 2024Updated on Nov 17, 2025207How do I determine my company type and understand which documents I need to prepare?
Corporate secretary: The corporate secretary or governance officer is responsible for maintaining institution records and can provide information about your institution's legal structure. Compliance officer: If your institution has a compliance department, the compliance officer can assist with regulatory compliance matters and confirming institution classification.Published on Oct 13, 2023Updated on Feb 12, 2026141How do I manually set up spot grid trading bots?
Note: there's also an option to set how the grid is spaced. Arithmetic will position each grid line at fixed price intervals. Meanwhile, Geometric sets the grids using a fixed percentage from the current price, resulting in widening grids further out from the starting price. When you've configured the grid bots parameters, select Create. A confirmation pop-up page will appear and you have to select Confirm to proceed.Published on Sep 4, 2025Updated on Feb 24, 2026What onboarding information is required for the non-profit organization (NPO)?
Corporate officers: Persons with significant responsibility to control, manage or direct the NPO including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the NPO.Published on Oct 13, 2023Updated on Feb 12, 202671