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How to add personalized messages for custom price alerts?
With the ability to add personalized messages to these alerts, you can include tailored notes, reminders, or even specific trading strategies to guide your actions when the alert is triggered. This feature not only enhances your trading efficiency but also keeps your alerts aligned with your unique goals and plans, ensuring you remain organized and prepared for every market opportunity.Published on Feb 6, 2025Updated on Sep 10, 20253Why am I asked to confirm my personal details again?
personal data is encrypted and securely stored in line with data protection laws.Published on Mar 19, 2025Updated on Oct 15, 2025136What are Source of Funds (SoF) and Source of Wealth (SoW)?
or credit Loan/credit agreement Shows customer name and loan/credit amount Loan/credit account Statement Shows customer name and loan/credit balance Crypto transaction History Provide screenshots or exported files of borrowed/supplied transactions Gambling winnings Tax Record Shows gambling/lottery income Bank Statement Shows received funds from gambling winnings Professional Letter Shows confirmed gambling activities Others Issued by government or lottery authority Shows evidence of gambling orPublished on Dec 24, 2024Updated on Mar 4, 2026718What is Proof of Reserves (PoR) user snapshot data?
Users can switch to Grow account > Loan for more details. Note: collateral can't be used for other purposes, so it won't be shown under your assets, but it could be located through the following methods: On Web: Grow > Loan > View loan details (for individual loans and respective collaterals) On App: Go to Menu > Loan > Loan management (for individual loans and respective collaterals)Published on Jan 20, 2023Updated on Mar 4, 2026488How do I register an account on OKX?
We're a global digital asset platform offering a wide range of services, including spot and derivatives trading, a decentralized exchange (DEX), crypto loans, and an NFT marketplace. You can trade cryptocurrencies with deep liquidity and advanced tools, explore cross-chain swaps through the OKX DEX, and borrow funds by using your assets as collateral.Published on May 23, 2024Updated on Mar 3, 202626,789How do I change the chart type?
We provide you with a variety of options to select the chart type that best aligns with your trading style, ensuring a personalized trading experience. For example, by simply choosing TradingView when you're trading on our platform, you gain access to an extensive array of chart types and advanced tools. This integration significantly boosts your analytical abilities, empowering you to make smarter, well-informed trading decisions.Published on Nov 5, 2024Updated on Sep 10, 202513How do I know if anti-money laundering (AML) program questionnaire is needed for my verification?
For example, if you're a financial institution dealing with transactions such as deposits, loans, investments, trading, and currency exchange. If you're unsure about it, please contact our verification team at verification@okx.com for clarification. What's the anti-money laundering (AML) program questionnaire? The anti-money laundering (AML) program questionnaire is a comprehensive form that asks for detailed information about your institution's compliance practices.Published on Dec 12, 2024Updated on Oct 15, 202578How to prevent phishing emails?
They often blend into your inbox and try to trick you into sharing personal information or even your account credentials. Knowing how to spot these emails is one of the best ways to protect your assets.How do phishing emails typically work? Scammers often send emails that look very similar to official messages. Their goal is to deceive you into taking actions that put your account at risk, such as clicking a malicious link or sharing sensitive information.Published on Jun 24, 2025Updated on Dec 16, 20253How do I activate my Pay?
To ensure the best security and reliability, we strongly recommend using the native passkey management tool called Passwords to create, store, and manage your passkeys. Learn more about Pay Passkey here.Published on Feb 11, 2026Updated on Mar 11, 2026What onboarding information is required for 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, 202666What 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 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 Trust?
Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.Who are the key persons for a Trust? Grantor: The person who creates the trust, funds it with their assets, and decides how the trust will operate. The grantor is also known as the trustor, settlor, or creator. Trustee: A person or institution that manages the trust's assets for the benefit of the beneficiaries.Published on Oct 13, 2023Updated on Feb 12, 2026112What 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, 2025120What's a limit order?
You can choose the order type that best suits your trading needs.What's a limit order? A limit order is an order where you set the order quantity and the maximum price you are willing to buy or the minimum price you are willing to sell. When the market price meets your conditions, the system will execute the order at the best available price within your specified limit.Published on Aug 22, 2023Updated on Jan 27, 2026174