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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 202530Disabling 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 202512Why is Pay moving to Simple mode?
You’ll still enjoy all the features you love, including sending and receiving crypto, as well as shopping with crypto at GrabPay merchants. Update your app to start experiencing it.What does the new Pay home experience look like?Previously: Standalone Pay mode Old entry point for you to enter the Pay page Old Pay page once you enter the pageNow: Pay tab under Simple mode New entry point for you to enter the Pay page New Pay page once you enter the pageWhat's included in Simple Pay?Published on 27 Jan 2026Updated on 28 Jan 20264What limits are there for futures copy trading?
Lead trader limit: You can copy up to 10 traders when using hedge mode or 1 trader when using one-way modePublished on 31 Oct 2023Updated on 10 Mar 2026253How do I reach out to OKX Singapore customer support?
We appreciate your patience and are committed to supporting you every step of the way. If you want to learn more about our Support Center, visit here.Published on 18 Jun 2025Updated on 17 Nov 20252How do I switch Profit and Loss (PnL) value and percentage display?
The Profit and Loss (PnL) shows your trading performance, either as a value or a percentage. It helps you track the profitability of your trades and overall portfolio.Why would I want to switch between PnL value and percentage display? Switching between PnL value and percentage allows you to view your performance in different ways: Value: Shows the actual profit or loss in the currency you are trading.Published on 7 Jul 2024Updated on 8 Apr 202647Why should I choose OKX affiliate program?
Learn more about it here.What am I missing out? Our affiliate program offers a tiered commission structure — the more referrals you bring in, the higher your commission rate. You can earn up to 50% commission on all trading fees generated by your referrals. We also provide a variety of marketing materials, including banners, links, and landing pages to help you grow your audience.Why should I be part of this affiliate program?Published on 19 Apr 2024Updated on 10 Apr 202618How 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 Jun 2025Updated on 16 Dec 20253Copy traders FAQ
When you’ve made your decision, you simply Copy on your preferred trader by following the steps below: On the app: Explore > Copy trading > Select a lead trader to view his/her key data > Copy On the web: Trade > Copy trading > Select a lead trader to view his/her key data > Copy now There are three ways where you can base your decision on as below: Market board On the market board, you can rank lead traders by a number of different data indicators.Published on 1 Sept 2023Updated on 6 Apr 2026182How do I create a successful copy trade order?
You can configure your advanced settings according to your needs Select Copy, and an order summary will be displayed. You can review the order information and then select Copy to complete your order. Review the order summary before you proceed to the next siteHow do I select a trader?Published on 2 Aug 2023Updated on 21 Apr 2026351Why did my perpetual futures open or close order fail?
Please refer to the scenarios below for possible reasons and solutions.Why can’t I open a position? 1. Insufficient funds in your trading account Futures margin must be in your Trading account. If your funds are in the Funding account, please transfer them to the Trading account before placing an order. 2. Incorrect margin type selected If you hold USDT but select a crypto-margined contract (or vice versa), you won’t be able to open a position.Published on 31 Oct 2025Updated on 20 Apr 2026How 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 Jul 2025Updated on 6 Apr 202610Building RFQs
There are two ways to update the candlestick chart: Select on the candlestick icon to the right of any leg in your strategy Use the drop-down menu above the chartWhere can I find descriptions for each of the pre-defined strategies? Each of the predefined strategies offered on Block Trading by OKX are explained in our academy under the "Trading" topic. How do I submit an RFQ for a target price, for instance 100,000 USDT worth of BTC, rather than a defined amount of coins?Published on 30 Jun 2022Updated on 9 Apr 202630What to do in the event of a trade error
Note: OKX is not liable or financially responsible for trade errors.How should I respond when I've made a trade error? The best thing to do is to reach out to your counterparty to start discussing a resolution as soon as you can. OKX cannot invalidate any trades done OTC with another user, the only way to solve a trade error is to agree with your counterparty about how to best proceed.Published on 30 Jun 2022Updated on 12 Feb 202696