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What onboarding information is required for a family office?
Directors: Persons elected or appointed to serve on the board of directors of the Family Office. These persons govern and oversee the family office, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the family office.Published on Oct 13, 2023Updated on Feb 12, 202667What onboarding information is required for the government-owned enterprise?
Directors: Persons elected or appointed to serve on the board of directors of the government-owned enterprise. These persons govern and oversee the government-owned enterprise and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the government-owned enterprise.Published on Oct 13, 2023Updated on Mar 19, 202661What onboarding information is required for the non-profit organization (NPO)?
Directors: Persons elected or appointed to serve on the board of directors of the NPO. These persons govern and oversee the NPO, and are responsible for its high-level strategy, operations, and accountability. Donors: Persons or institutions that provide financial contributions (donations) to the NPO supporting its mission and activities without expecting any gain in return.Published on Oct 13, 2023Updated on Feb 12, 202671What onboarding information is required for a fund?
Directors: Persons elected or appointed to serve on the board of directors of the fund. These persons govern and oversee the fund, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the Privately Owned Company.Published on Oct 13, 2023Updated on Feb 12, 2026115What onboarding information is required for a Publicly Traded Company?
Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company. These persons govern and oversee the publicly traded company, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the publicly traded company.Published on Oct 13, 2023Updated on Feb 12, 202676What onboarding information is required for a privately owned financial institution?
Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution. These persons govern and oversee the privately owned financial institution, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the privately owned financial institution.Published on Oct 13, 2023Updated on Sep 27, 2025135I haven't received the SMS code
Select didn't receive anything to change different verification method You can choose other alternatives you would like to use to verify Select other alternative authentication methods if your SMS code doesn't arriveOn the web Select call me instead if you can't receive the SMS code Select call me instead if you are unable to receive the code If the above doesn’t help, you can try to self-reset your mobile number from our app according to our guidance If self-reset still doesn't work, submit a requestPublished on Aug 16, 2023Updated on Feb 9, 202623What onboarding information is required for a privately owned company?
Directors (if any): Persons elected or appointed to serve on the board of directors of the privately owned company. These persons govern and oversee the privately owned company, and are responsible for its high-level strategy, operations, and accountability. UBOs (Ultimate beneficial owners): Persons who ultimately own and/or who exercise ultimate control over the privately owned company.Published on Oct 13, 2023Updated on Feb 12, 2026277How do I use the custom formula feature?
Formula from the list of options Select Custom Formula from the Advanced option Enter your formula using mathematical operators For instance, you would like to compare SOL’s performance to BTC using SOL/BTC, or evaluate the stronger pair by calculating SOL/BTC – ETH/BTC You can create a formula using up to 10 pairs with +, -, /, and * operations Once a formula is created, the chart dynamically updates with candles that reflect the calculated values in real timeHow does the custom formula feature help mePublished on Mar 5, 2025Updated on Sep 10, 20254How do I use the custom interval feature?
to the Trading page Hover on the arrow besides the Candles option, and select the interval selector above the trading chart Scroll down and select Custom interval from the available options Select Custom Interval within the list of interval periods available Enter your preferred time interval (for example, 3 minutes, 12 hours, or any custom setting) Fill in the custom time interval as you wish Confirm your selection, and the chart will adjust accordinglyHow does the custom interval feature help mePublished on Mar 5, 2025Updated on Sep 10, 20255My phone isn't working, what should I do?
Start logging in and select Switch verification method (in the app) or Call me instead (on the web). You'll then be able to log in with voice, email, or authenticator app code depending on the platform. Switching verification method in the app Switching verification method on the webI want to reset my phone number You can reset your phone number completely, both in your OKX account and on the login page. To do this, follow this guide: How do I reset Two-factor authentication (2FA)?Published on Aug 1, 2024Updated on Jan 27, 20267How do I buy crypto and earn rewards?
If there aren't enough days left before February 16, 2026, to complete all five purchases, then you'll not be eligible for the additional $45 in BTC reward.What are the important rules for me to remember? Wait 10 minutes: to prevent abuse, your buy won't count if you sell or convert that same crypto within 10 minutes of buying it. One buy per day: only your first eligible buy each day counts toward your 5-day streak.Published on Dec 29, 2025Updated on Jan 29, 20263How do I fix common issues with DEX trading wallet passkeys?
What should I do if a security check blocks me during wallet release? The system will show the type of risk detected. You can either follow the on-screen instructions to amend your wallet address and try again, or choose to ignore the warning and continue.7. What's the difference between DEX trading wallet passkeys and passkeys for Exchange or Pay? The DEX trading wallet and Exchange share the same passkey. To use it in CeDeFi, you'll need to authorize it on Exchange first.Published on Nov 4, 2025Updated on Nov 17, 20251A beginner's guide to identity verification
Can I verify my address using a letter or package that was sent to me? No. To verify your address, you must use a supported document as listed in the answer above.11. I don't know how much I plan to deposit. Can I change my estimated amount later? No. However, we only collect your estimate for reference purposes. You can always deposit more than the estimated amount.12. How do I check my identity verification information?Published on Oct 9, 2025Updated on Dec 30, 20253What's KYC: What to expect and why it matters?
What's KYC and why is it necessary for me to complete it? KYC, or Know Your Customer, is a regulatory and security process that financial institutions use to verify the identity of their users. It’s a key step in maintaining a safe, transparent, and legally compliant platform for everyone.Published on Jun 24, 2025Updated on Jan 15, 202654