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Which types of institutions are supported by OKX?
We support a wide range of institutions, providing tailored solutions for businesses, financial organizations, and professional traders. Whether you're an institutional investor, hedge fund, or enterprise, we offer advanced trading tools, secure services, and scalable solutions to meet your needs. Explore how we can empower your institution in the rapidly evolving digital asset space.Published on Jan 29, 2025Updated on Sep 27, 202541How do I start onboarding as an institutional user?
Find out how you can register an account here Proceed to hover on the profile menu and select Verification Once you're on the page, find Institutional verification and select the Verify institution option Note: the Institutional verification process is only available on the Web platform. Learn more on how you can check the status of your Institutional account application here.FAQBased on my company or institution type, what verification steps do I need to complete?Published on Oct 10, 2024Updated on Feb 2, 202652How do I check the status of my institutional verification?
Find out the reason for your application rejection by selecting verification feedback Learn more on how you can fix the errors on your Institutional account application here.Published on Oct 10, 2024Updated on Oct 8, 202534What onboarding information is required for a privately owned financial institution?
Provide organizational documentation Provide organizational documentation that regulates and binds the privately owned financial institution and establishes its control and management structure. Provide identifying information Provide identifying information for the privately owned financial institution, such as your institution’s legal full name, registration address, principal place of business, institution type, and industry, among other pertinent and verifiable data.Published on Oct 13, 2023Updated on Sep 27, 2025134What onboarding information is required for a privately owned company?
Provide identifying information Provide identifying information for the government-owned enterprise, such as your institution’s legal full name, registration address, registration number, date of incorporation, principal place of business (if different from the registered address), institution type, and industry, amongst other pertinent and verifiable data.Published on Oct 13, 2023Updated on Feb 12, 2026277How do I share order parameters?
Enhanced collaboration easily discusses trade setups, market conditions, and execution strategies with fellow traders. Accurate and transparent: ensure clarity when explaining trade parameters, reducing misunderstandings. Time-saving: avoid the hassle of copying and pasting multiple details by sharing a single link or image.How can I use order parameters?Published on May 7, 2025Updated on Sep 10, 20254What onboarding information is required for the non-profit organization (NPO)?
Provide identifying information Provide identifying information for the NPO, such as your institution’s legal full name, registration address, principal place of business, institution type, an industry, amongst other pertinent and verifiable data. Provide identification documentation Provide valid proof of identity (PoI) and proof of address (PoA) documents that verify the existence and establishment of the NPO, as well as the identity of each key person involved.Published on Oct 13, 2023Updated on Feb 12, 202671What onboarding information is required for a family office?
address, principal place of business, institution type, and industry, amongst other pertinent and verifiable data.Published on Oct 13, 2023Updated on Feb 12, 202667What onboarding information is required for a Publicly Traded Company?
Provide identifying information Provide identifying information for the publicly traded company, such as your institution’s legal full name, registration number, incorporation date, registration address, principal place of business, institution type, and industry, amongst other pertinent and verifiable data.Published on Oct 13, 2023Updated on Feb 12, 202676How do I fix errors when submitting my institutional verification?
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 Oct 8, 202560What attestation do we need to agree to when verifying as an institutional customer?
As part of OKX onboarding process, the entity making an application (hereafter, the "Applicant") to be verified and onboarded as an institutional customer shall have to agree, acknowledge and attest the following statements: Applicant hereby makes the statements set forth herein, with effect from the date of execution, to provide OKX with certain information needed to confirm that Applicant is aware of its obligations under OKX’s Terms of Service and to ensure compliance with certain regulatory requirementsPublished on Feb 5, 2024Updated on Oct 8, 2025131What onboarding information is required for the government-owned enterprise?
Provide identifying information Provide identifying information for the government-owned enterprise, such as your institution’s legal full name, registration address, registration number, date of incorporation, principal place of business (if different from the registered address), institution type, and industry, amongst other pertinent and verifiable data.Published on Oct 13, 2023Updated on Mar 19, 202661What onboarding information is required for a fund?
Provide identifying information Provide identifying information for the government-owned enterprise, such as your institution’s legal full name, registration address, registration number, date of incorporation, principal place of business (if different from the registered address), institution type, and industry, amongst other pertinent and verifiable data.Published on Oct 13, 2023Updated on Feb 12, 2026114Understanding OKX's Security Fund
In addition, OKX contributes its own profits from time to time to maintain an industry-appropriate level of funding for the Security Fund. You can view the real-time balance of the Security Fund here.IMPORTANT DISCLOSURES AND DISCLAIMERS The Security Fund is a proprietary risk management tool for the stability and health of the OKX platform. Users must be aware of the following critical terms:1.Published on Mar 25, 2026Updated on Mar 27, 20261How do I determine my company type and understand which documents I need to prepare?
Learn more about the types of institutions that are supported by us here.Published on Oct 13, 2023Updated on Feb 12, 2026134