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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 29 Jan 2025Updated on 27 Sept 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 13 Oct 2023Updated on 12 Feb 202670What are the advantages of using cross margin and isolated margin?
Advantages of cross margin: Shared margin increases funds utilization Under cross margin, positions in futures with the same settlement crypto share margin, and profits and losses offset each other, helping improve capital efficiency.Published on 20 Mar 2023Updated on 20 Apr 202641What's the Spot Grid bot and how do I use it?
You can choose between arithmetic (evenly spaced grids) or geometric (proportionally spaced grids) distribution. Having more grids means the bot will execute smaller trades more frequently. Fewer grids result in larger trades but less frequent execution. For example, if the price range is 100-400, and you set the grid quantity to 3 with arithmetic mode, it would create three grids: 100-200, 200-300, and 300-400.Published on 12 Feb 2025Updated on 17 Nov 202511Guide 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 13 Oct 2023Updated on 28 Jan 202613,539I haven't received the verification code
Check storage space: Make sure your SMS inbox isn’t full. Delete old messages if necessary. Review blocked messages: Check whether security apps or system settings are filtering or blocking SMS messages. Disable SMS-blocking apps: Temporarily turn off any SMS-blocking or filtering apps on your device. Check carrier status: Visit your mobile carrier’s official website or app to confirm whether the message was successfully delivered.Published on 16 Aug 2023Updated on 23 Apr 202632,865What 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 11 Oct 2024Updated on 23 Apr 2026464How 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 13 Oct 2023Updated on 12 Feb 2026141What 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 13 Oct 2023Updated on 12 Feb 202671What onboarding information is required for a Publicly Traded Company?
Corporate officers: Persons with significant responsibility to control, manage, or direct the publicly traded company 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 publicly traded company.Published on 13 Oct 2023Updated on 12 Feb 202676What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, 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 privately owned financial institution.Published on 13 Oct 2023Updated on 27 Sept 2025169What onboarding information is required for the government-owned enterprise?
enterprise, 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.Published on 13 Oct 2023Updated on 6 Apr 202661What onboarding information is required for a privately owned company?
To register as a privately owned operating company, you need to provide the information of: At least one corporate officer/manager: Persons with significant responsibility to control, manage, or direct the privately owned company including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other person who regularly performs similar functions.Published on 13 Oct 2023Updated on 12 Feb 2026280How do I add margin for margin trading?
OKX offers two types of margin systems: cross margin and isolated margin. In margin trading, you can adjust the liquidation price by adding margin, which helps you manage the risk of your position.1. What are cross margin and isolated margin? On the trade page, select the pair you want to trade. Then, open the Margin button in the upper right corner, adjust the margin mode to either isolated margin or cross margin.Published on 20 Mar 2023Updated on 20 Apr 202636OKX API FAQ
You can link up to 20 addresses per key, separating them with a comma or a space. You are required to view API info and access its interface. Please keep your password safe. You may create a new API if you lose the password, as we can't recover APIs.How do I create a demo disk API key? To trade on the demo disk API, you need to create an API key on the demo disk.Published on 20 Sept 2024Updated on 20 Apr 2026137