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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, 202668How do I set up wallet release for my DEX trading wallet?
What's wallet release? Wallet release is a safeguard feature for DEX trading wallets. These wallets are smart contracts that can't be imported into other wallet applications using a mnemonic phrase or private key. Wallet release allows you to: Transfer control of your DEX trading wallet to your own self-custody wallet. Ensure you always have full access to your assets. Use a web-based tool to transfer funds to your wallet when it's needed.How does wallet release work?Published on Sep 24, 2025Updated on Nov 17, 2025Crypto Tax Reporting
Please make sure to provide OKX with up-to-date and accurate tax information and tax forms for your OKX account.Published on Sep 24, 2025Updated on Feb 13, 2026Which 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, 202541How can I protect myself from scammers?
We'll release the crypto to the buyer's account after the seller confirms the payment has been received and selects the Release Crypto option.2. What should I do if I'm dealing with a scammer or have been scammed? Raise a dispute immediately if you find any suspicious activities or scammers during the transaction process. Our customer support team will look into it and contact you. Learn how to raise a dispute here.3. How can I further safeguard myself if I'm a seller?Published on Aug 21, 2023Updated on Mar 3, 202612,064How do I make a deposit? (app)
You can select Share to share your deposit details with your friends and family Select share on the Deposit details page Note: Make sure selected crypto and network on both OKX and your withdrawal platform are the same to ensure a successful deposit. Otherwise, you'll lose your assets. You can find the minimum amount, required confirmation numbers, and contract address on the Deposit page You won't receive your assets if you deposited the crypto amount less than the minimum amount.Published on Sep 1, 2024Updated on Oct 15, 202586OKX contract voucher and usage rules
review relevant actions, disqualify accounts from participating in the event and recover the vouchers that were released to aforesaid accounts OKX reserves the right to modify, change or cancel the contract vouchers at any time and for any reason without prior notice OKX reserves the right to final interpretation of the contract vouchersPublished on Aug 15, 2023Updated on Mar 24, 2026566What can help prevent P2P crypto scams and protect my assets?
How to prevent fake receipt scams: Always double-check your payment account to confirm you received the appropriate amount before releasing any crypto assets. Don't be pressured to release your crypto holdings immediately. Ensure that you've received your payment in a bank account or wallet before releasing crypto.2. Impersonators By claiming to be a representative of us, scammers could contact you and ask that you release your crypto holdings immediately to prevent them from being frozen.Published on Sep 2, 2023Updated on Feb 12, 20261,459What's demo trading and how do I use it?
Not only is it a safe haven for beginners to familiarize themselves with the intricacies of crypto trading, but it also serves as a sophisticated playground for seasoned traders to fine-tune advanced strategies before implementing them in their actual market portfolios.Published on Dec 12, 2023Updated on Apr 3, 2026979How do I protect my account from Trojan horse takeovers?
Take screenshots or record your screen Some Trojans can spy on your real-time activity by capturing your screen without your knowledge. Scan and upload your files Personal documents, ID images, PDFs, and wallet backups may be silently accessed and sent to remote servers. Remotely control your device Hackers may operate your computer as if they were sitting in front of it, without your awareness.Published on May 30, 2025Updated on Feb 5, 202611How do I buy crypto with Apple Pay?
These funds are usually released automatically within a few days, depending on your bank’s processing time. If the hold hasn’t been released after a week, we recommend reaching out to your bank for further assistance.Published on Jul 22, 2025Updated on Dec 3, 20251How do I buy crypto with Google Pay?
These funds are usually released automatically within a few days, depending on your bank’s processing time. If the hold hasn’t been released after a week, we recommend reaching out to your bank for further assistance. If you want to find out how you can buy crypto with Apple Pay, visit here.Published on Jul 22, 2025Updated on Jan 30, 20264How do I get my individual account verified?
Open the menu in the top left cornerIdentity verification Provide the required information about yourself and make sure everything is up-to-date and correct. Basic info Country of Residence Nationality Local Language name (if applicable) Full name Date of birth ID number ID type Social Security Number (SSN) Note: it's mandatory to provide your Social Security Number (SSN) for you to pass the identity verification process.Published on Aug 7, 2024Updated on Dec 19, 202536How do I fix common issues with DEX trading wallet passkeys?
If you see this message, go to Passkey Management and remove any passkeys you no longer use before adding a new one.3. When do I need to reset my passkey? You'll need to reset your passkey if your old device is lost or you accidentally delete the passkey.4. What if I lose my passkey? If only one passkey remains, you won't be able to delete it. In this case, you must reset your Exchange passkey first. Once reset, you'll receive an email link to set up a new passkey for your DEX trading wallet.Published on Nov 4, 2025Updated on Nov 17, 20251How do I start onboarding as an institutional user?
What onboarding information is required for a family office? What onboarding information is required for the non-profit organization (NPO)? What onboarding information is required for a Trust?Can a corporate account change its authorized account user? Yes.Published on Oct 10, 2024Updated on Feb 2, 202652