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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, 202670What is the New User Full Rebate Program?
How do I enroll in this New User Full Rebate Program?Published on Mar 16, 2026Updated on May 15, 20264How do I discover new tokens?
If you want to discover new tokens in the ever-evolving cryptocurrency market, a great starting point is to visit the Rankings page or go to OKX App home page and select New .What's the Ranking page and how can I use it to discover new tokens? The page offers a comprehensive overview of the latest tokens available for trading.Published on Aug 9, 2024Updated on May 6, 202655How do I explore new tokens?
This feature will help you identify new potential trends. New Tokens: this section provides an overview of newly listed tokens to help you stay informed about the latest token releases. Trending Tokens: this section identifies the tokens with the most significant increase in traders in the last 24 hours. Make sure you look into this when exploring new tokens. Market Capitalization: explore the top tokens ranked by market capitalization.Published on Aug 9, 2024Updated on Nov 17, 2025How do I explore new trading opportunities on OKX?
Select the Explore option at the main menu bar Under the Feed section, you'll be able to receive crypto news and updates Select the Feed option to load up the current news update Select Feed and you'll be able to find the latest news and X platform update within the Feed page Read through the latest news update from the FeedHow do I see the latest feed for a specific crypto?Published on Jan 17, 2025Updated on Oct 15, 20253How do I authorize a new device when I log in?
When you first log in using a new device, you need to authorize it. It's an additional security measure that helps to protect your account from unauthorized access. If you log in on the web, you can use phone verification, email verification, or device verification. On the app, you can use all of these methods if you haven't verified your identity yet.Published on Aug 31, 2023Updated on May 15, 202613,926How 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, 2026146What 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, 2026123What 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, 202677What 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, 2025232What 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 Apr 6, 202663What 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, 2026283How 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, 202656Which 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, 202549