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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 May 29, 2026FAQ59What's demo trading and how do I use it?
Tap Exit next to Demo Trading to return to live trading.FAQWhy is risk-free trading important for beginner traders? Risk-free trading allows beginner traders to learn the ropes and gain experience before trading with real funds.How does demo trading simulate real-world market conditions?Published on Oct 1, 2025Updated on Jun 16, 2026FAQ5Common scam tactics
Facebook: fraudulent groups may create fake pages or accounts to conduct fraudulent promotions or connect with potential victims.Common fraudulent approaches used by scammers: Here are some of the common scammer approaches:1. Romance scam leading to investment or job scams These scams — also known as "pig butchering" scams — all start the same way: a stranger builds a relationship with you before asking for money.Published on Sep 28, 2023Updated on May 29, 2026FAQ2,740What's demo trading and how do I use it?
Demo trading, commonly referred to as crypto paper trading, provides users with a simulated trading environment where they can practice trading cryptocurrencies without the involvement of real money. Essentially a form of practice trading, demo trading allows users to engage in simulated transactions that closely mirror real-world market conditions.Published on Dec 12, 2023Updated on Jun 16, 2026FAQ1,019How 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 May 29, 2026FAQ3How 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 May 29, 2026FAQ60Trading Bot Marketplace FAQ
Experienced traders: Time-saving: experienced traders can select bots that align with their strategies, freeing up time for other market analysis or activities. Risk management: by using bots, traders can implement complex strategies consistently and without emotion, reducing the risk of human error. Institutional Investors: Scalability: bots can handle large volumes of trade efficiently, which can make them a useful tool for institutional-level trading.Published on Jun 13, 2024Updated on May 29, 2026FAQ52Quick Guide to AI Trading Bot
Here are some practical suggestions: Select Indicators and Periods Carefully - Don't try to include everything. Too many indicators and periods can cause the AI to "lose direction," making it difficult to make decisive decisions. Choose only those that best fit your trading logic.Published on Feb 2, 2026Updated on May 29, 2026Product documentationHow do I start trading cryptocurrency on OKX with Smart Trading?
This hands-off approach frees up your time for research and analysis while potentially capturing fleeting market opportunities around the clock. For the hands-on crypto trader Signal trading: strike a balance between automation and control with signal trading. Leverage technical analysis indicators to generate trade suggestions, then decide whether to execute them based on your own analysis and risk tolerance.Published on Apr 7, 2024Updated on May 29, 2026FAQ76How to transfer crypto from Coinbase to OKX?
Regulatory Compliance: OKX operates in newly licensed markets and adheres to rigorous regulatory standards, ensuring compliance with local laws and practices. Transparent User Practices with Proof of Reserves: OKX provides transparent monthly proof of reserves (PoR), enabling users to verify the security and solvency of the platform.Published on Jun 19, 2025Updated on May 29, 2026FAQ7How can I switch the site to my preferred language?
This approach allows the platform to operate smoothly while remaining mindful of our regulatory obligations. Our goal remains to offer a localized language experience in every supported country once this becomes possible. Note: for certain regions such as the United States and the United Kingdom, English is the only available language option and you can’t switch to other languages.On the app Adjust the language settings by navigating to Menu before selecting Account Settings.Published on Jan 15, 2026Updated on May 29, 2026FAQ36How do I use the custom formula feature?
By leveraging the custom formula feature, traders can gain a more customized and data-driven approach to market analysis, ultimately enhancing decision-making and trading efficiency. Learn how you can use the custom interval feature here.Published on Mar 5, 2025Updated on May 29, 2026FAQ4How do I know if anti-money laundering (AML) program questionnaire is needed for my verification?
It's a critical part of our commitment to responsible business practices and the protection of our platform’s ecosystem. How do I submit the anti-money laundering (AML) program questionnaire? Select Yes under the Additional info part on the Basic company info page Select Take questionnaire.Published on Dec 12, 2024Updated on May 29, 2026FAQ81How do I turn on the quick order feature?
Work on your preferred details as available on the Floating window menu The Plus button offers an even simpler and more intuitive approach, appearing directly on your screen for one-click access to order placement. This minimalistic option is perfect for traders who value speed and simplicity, enabling them to execute trades swiftly without navigating through multiple menus. Move the Plus button effortlessly on the trading pageHow do I turn on quick orders?Published on Oct 23, 2024Updated on May 29, 2026FAQ17How do I determine my company type and understand which documents I need to prepare?
Senior management: You can also approach senior executives or management personnel who have more in-depth knowledge of your institution's structure and operations. If necessary, you may also consider seeking advice from external legal counsel or consultants who specialize in corporate matters. Learn more about the types of institutions that are supported by us here.Published on Oct 13, 2023Updated on May 29, 2026FAQ152