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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 turn on and sync multiple charts on a screen?
Traders on our platform currently lack available settings under the multiple charts view. Unlike TradingView, which includes settings such as symbol, interval, crosshair, and time and date range synchronization, the multiple charts on our platform currently operate independently without synchronization. Additionally, order and position lines are not visible under multiple charts and can only be seen on a single chart layout.Published on Aug 9, 2024Updated on Sep 10, 202528How do I manually set up spot grid trading bots?
Next, enter the total amount you want to open a position with and select the relevant cryptocurrency Note: there's also an option to set how the grid is spaced. Arithmetic will position each grid line at fixed price intervals (for example, every 20 USDT). Meanwhile, Geometric sets the grids using a fixed percentage from the current price, resulting in widening grids further out from the starting price.Published on Jun 6, 2024Updated on Nov 17, 2025200How 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, 202650How do I add OKX widget on my phone?
You may choose to add the widget on any home screen page or on the widget page (Swipe right from homescreen, it requires you to unlock the phone to perform the add action). Your device needs to be on iOS 14 or above.Published on Aug 15, 2023Updated on Feb 12, 20265,775How do I automate grid trading strategies on futures grid trading bot?
The futures grid trading bot is currently available for both perpetual contracts and futures contracts. Not all products are available in all regions.Published on Jun 13, 2024Updated on Sep 10, 202524What's USDT0 and how do I use it?
how is it backed?Published on Sep 12, 2025Updated on Jan 20, 202622Which types of institutions are supported by OKX?
Explore how we can empower your institution in the rapidly evolving digital asset space. 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, 202537How do I verify an individual account from Mexico?
Open the menu page to verify your accountIdentity verification Basic info Provide basic information about yourself, such as full legal name, date of birth, country of residency, and many more. Please make sure that it's correct and up to date. ID documents We accept valid government-issued IDs, passports, driving licenses, and many more.Published on Sep 25, 2023Updated on Feb 9, 2026165What 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, 2026112How do I start trading cryptocurrency on OKX with Smart Trading?
Learn how to start trading crypto with ease thanks to Smart Trading today.Published on Apr 7, 2024Updated on Oct 15, 202571US Crypto gift FAQ
You may become eligible to earn referral rewards when you refer a new customer to the OKX platform, and they trade the required amount (as specified on the referral page) in a single transaction within the designated time period.Published on Nov 24, 2025Updated on Dec 2, 20253How do I make a deposit? (app)
Click here to learn more about how to deposit crypto with a tag/memo.Published on Sep 1, 2024Updated on Oct 15, 202585What are Source of Funds (SoF) and Source of Wealth (SoW)?
When submitting your documents, make sure that: The details provided are accurate and current, reflecting your business transactions or income source. The amounts on the documents are fully visible.What are the acceptable proof documents?Published on Dec 24, 2024Updated on Mar 4, 2026709What's the Spot Grid bot and how do I use it?
How do each of the parameters impact bots' profitability? Price Range: The lower and upper price limits define the zone where the bot works. Narrow range: Focuses activity in a small area, therefore, leads to more trades and faster turnover. Can produce a higher percentage return on capital. Risk: if the market jumps out of range, the bot stops. Wide range: Lets the bot ride big swings and stay alive in volatile markets. Trades less often, which can slow ROI because funds are spread thin.Published on Oct 3, 2025Updated on Nov 17, 20257