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What 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 Oct 13, 2023Updated on Feb 12, 202666How 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 Oct 13, 2023Updated on Feb 12, 2026129What 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 Oct 13, 2023Updated on Feb 12, 202671What onboarding information is required for a fund?
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 Oct 13, 2023Updated on Feb 12, 2026109What 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 Oct 13, 2023Updated on Feb 12, 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 Oct 13, 2023Updated on Sep 27, 2025123OKX Trading Rebate Card - Terms and Conditions
OKX may delay the distribution of Mystery Boxes or rewards due to system issues or other special circumstances. If you haven't received the Mystery Boxes or rewards within 48 hours after the completion of tasks eligible for Mystery Boxes or rewards, please contact customer service, and we'll actively follow up on the situation. OKX has the right to suspend, freeze, and/or seal user accounts and assets within the accounts according to applicable laws or OKX's terms of service.Published on Oct 9, 2023Updated on Jan 8, 2026329What 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 Oct 13, 2023Updated on Mar 19, 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 Oct 13, 2023Updated on Feb 12, 2026275How do I whitelist OKX Emails?
If the email service provider is pushing OKX emails into your spam folder, you can follow the below instructions to whitelist our email addresses.Gmail Log in to your Gmail account and select Settings and See all settings Open settings page Find the Filters and Blocked Addresses tab and select Create a new filter Create a filter Insert okx.com into the From field and select Create filter Check the box next to Never send it to Spam and select Create filter Select Never send it to Spam optioniCloudPublished on Nov 26, 2024Updated on Sep 8, 202567How do I complete the required tasks shown in the app?
If there's an additional comment box, you may include any extra context that might help with the review. After submission Once you've completed all fields and uploads, our team will review your submission. If you have further questions or need help uploading your documents, feel free to contact us via our chatbot on our Support Center.Published on Jul 3, 2025Updated on Jul 10, 202535Which types of institutions are supported by OKX?
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 Jan 29, 2025Updated on Sep 27, 202540How do I place a TP/SL with Limit Order?
App: Limit Order > Amount > tick and select Advanced (TP/SL) > Set your TP/SL > Confirm > Buy Insert and select your preferred details for the order Enable TP/SL Check the TP/SL box: after entering the order price and size, check the box next to [TP/SL] to activate the settings for Take Profit and Stop Loss. Set Trigger prices TP trigger price: this is the price at which your Take Profit order will be triggered.Published on May 31, 2024Updated on Feb 12, 2026280How do I turn on the Economic Calendar on the original chart?
On the web Load the trading chart by navigating to the trading page, select the market you wish to trade in (for example, Spot, Futures) Select the Chart settings option Enter the Chart settings by selecting the option from the main menu In the chart settings menu, look for the Events option and check the boxes to turn the feature on before proceed to confirm it Head to Events and select all of the available options Once enabled, economic events will appear as markers or labels on the chart, alignedPublished on Mar 10, 2025Updated on Sep 10, 20253How do I check on updates to my support ticket?
To reply, scroll to the reply box at the bottom of the page. Type your message or attach any supporting files. Click Send or Reply to continue the conversation with our support team. Note: Please continue all discussions about your issue within the original support ticket instead of creating new ones. This ensures our support team can see your full conversation history, understand the context clearly, and resolve your issue more efficiently.Published on Oct 17, 2025Updated on Mar 16, 202641