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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
Android: Open Microsoft Authenticator, select the More button in the upper right corner, select Settings, and toggle Cloud Backup off.Install the authenticator app on a separate device (optional) For added security, install your authenticator app on a device without the OKX app installed. This way, if one device is lost, both your OKX account and verification codes are less likely to be compromised.Published on 12 May 2023Updated on 21 Apr 20264,652How do I turn on my trade confirmation for your order, "Close all", and Reverse position trades?
Enabling trade confirmations provides an added layer of control and mindfulness to your trading process. This feature prompts you to review your trade details before execution, ensuring that every decision aligns with your trading strategy and goals. It's particularly beneficial for beginners who are still gaining confidence in their trading skills or for experienced traders who want to minimize the chances of making impulsive decisions during volatile market conditions.Published on 28 Nov 2024Updated on 10 Sept 202512How to prevent phishing emails?
These emails commonly try to create a sense of urgency or temptation, for example asking you to “verify your account immediately,” “update your information,” or “claim a reward.”How do I identify a phishing email? Here are a few simple checks that can help you quickly determine whether an email is genuine:1. Check the sender's email address This is one of the quickest ways to identify a suspicious email, OKX uses a set of official email domains. You can view all official contact channels here.Published on 24 June 2025Updated on 16 Dec 20253How do I reverse my trading position with one tap?
More opportunities for fast strategies: perfect for scalpers and breakout traders who depend on rapid decisions and minimal downtime between positions.How do I use one-tap reverse? Go to Trade > Positions Select the position you want to reverse Select the Reverse button (double-arrow icon for App) Note: this feature is available only in One-Way Mode; Hedge Mode isn't supported.Published on 5 July 2025Updated on 6 Apr 202610How do I discover new tokens?
This way, you'll receive real-time updates directly on your device, ensuring you never miss important announcements or opportunities in the ever-evolving cryptocurrency market. Staying connected will help you make timely decisions and stay ahead of the curve!Published on 9 Aug 2024Updated on 17 Apr 202655How 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 20254What should I do if I deposit to the wrong address?
Please refer to the relevant documentation for more details: How do I find my deposit address and tag/memo/comment?Published on 15 Oct 2024Updated on 12 Feb 2026235What can I do if I trigger risk control?
Check if the email address you linked to your OKX account received an email from OKX. Provide the verification information from the email received. Once the review is complete and considered risk-free, we'll unfreeze your account within 1 to 3 working days.1. What should I do if I trigger the platform's risk control? You can submit a self-service appeal in the app by following these steps. This is the fastest and most effective way to process your appeal.Published on 13 Sept 2023Updated on 26 Jan 20261,799Why should I trade crypto options on the OKX Liquid Marketplace?
Liquidation risk: options can reduce but also increase exposure to market movements, sometimes in a big way. Traders who don't manage their capital efficiently properly and trade on margin can get liquidated.Why should I trade options on the OKX Liquid Marketplace? Our on-demand liquidity network, Liquid Marketplace, offers a powerful solution to these problems.Published on 13 Mar 2024Updated on 2 Dec 20257What can I do if my device is running in an unsafe environment?
While using the OKX app, you may encounter a warning stating that your device appears to be operating in an unsafe environment, potentially leading to security risks. This warning is a security alert from the OKX system, indicating that it has detected an anomaly in your device's operating environment. This means the way you currently use OKX may lead to information leakage, potentially resulting in the theft or transfer of your OKX assets by Trojan viruses or hackers.Published on 19 Jan 2023Updated on 12 Feb 2026299What should I do if I forget to fill in tag/memo?
Learn more: Why do I need to fill in tags (tag/memo) when I withdraw or deposit certain cryptos? If you're having issues with your tag/memo, click the button below. Note: please follow the bot's instructions and complete all required fields in the ticket form (including email, TXID, token type, amount, and network) to help us review your request efficiently.Published on 15 Oct 2024Updated on 4 Mar 2026110How do I authorize a new device when I log in?
Switch your network environment (for example, use 4G/5G instead of Wi-Fi). If the above steps do not resolve the issue, please use the email linked to your account to send photos of the front and back of your ID to our customer support and we will assist you. For more details on facial recognition failures, please refer to What should I do if facial recognition fails?Published on 31 Aug 2023Updated on 18 Apr 202613,803How do I explore new tokens?
This metric can indicate active trading volumes and investor interest.How do I stay informed with the new token listings? All you have to do is to enable your push notifications. Turn on push notifications to stay informed about the exciting new token listings by heading to the Menu > User Center > Notifications. This way, you'll receive real-time updates directly on your device, ensuring you never miss important announcements or opportunities in the ever-evolving cryptocurrency market.Published on 9 Aug 2024Updated on 17 Nov 2025