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What's KYC: What to expect and why it matters?
What's KYC and why is it necessary for me to complete it? KYC, or Know Your Customer, is a regulatory and security process that financial institutions use to verify the identity of their users. It’s a key step in maintaining a safe, transparent, and legally compliant platform for everyone.Published on Jun 24, 2025Updated on Jan 15, 202655How do I start trading cryptocurrency on OKX with Smart Trading?
Learn more about Signal trading here.How do I decide which Smart Trading product is best for me? Whether you're a crypto newbie dipping your toes into the market for the first time or a seasoned trader looking to optimize your strategies, Smart Trading has something for everyone.Published on Apr 7, 2024Updated on Oct 15, 202571Affiliate FAQ
Kindly refer to: https://www.okx.com/docs-v5/en/#affiliate-rest-apiPublished on Dec 4, 2024Updated on Apr 1, 2026721Spot grid bot FAQ
Any profits not associated with the order groups will be reflected under Unpaired PnL, so rest assured, none of your PnL is withheld.5. Why are there many PnL metrics displayed on my Spot Grid bot, and which PnL is the true bot PnL? Total PnL is the key metric for tracking your bot's overall performance. It reflects the change in your bot’s equity over time, factoring in all gains and losses.Published on Aug 28, 2025Updated on Jan 22, 202617How do I manually set up spot grid trading bots?
You can configure your grid parameters manually for full control or let the AI strategy handle it for you using backtested data and historical price movements. The latest version now supports up to 500 grids—an upgrade from the previous 300—powered by a dynamic order-hanging mechanism, smarter front-end prompts, and clearer visual guidance, all while maintaining a clean and intuitive interface.Published on Sep 4, 2025Updated on Feb 24, 2026Why is my deposit not credited even when all information is correct?
Rest assured, assets that have already been recorded on the blockchain will not be lost. Once the network reopens for deposits, the platform will process it promptly. You can refer to the deposit page for the estimated recovery time and check back later.Published on Oct 17, 2024Updated on Feb 12, 20261,814Travel Rule FAQ (EEA region)
Starting 30 December 2024, we’ll need to collect additional information for certain crypto transactions for customers in the European Economic Area (EEA) region.How does the Travel Rule affect me? The Travel Rule applies to all crypto deposits and withdrawals. Select Submit to continue Travel Rule verification When you make a withdrawal or receive a deposit, you’ll need to specify whether the transfer involves a private wallet or a crypto exchange account.Published on Dec 17, 2024Updated on Mar 30, 2026627What should I expect when changing my country of residence to any country within the European Economic Area (EEA) or Australia?
The REST API domain will be updated to eea.okx.com, and the WebSocket domain will be updated to wseea.okx.com.Published on Jul 2, 2025Updated on Nov 17, 2025169How do I use the custom formula feature?
Formula from the list of options Select Custom Formula from the Advanced option Enter your formula using mathematical operators For instance, you would like to compare SOL’s performance to BTC using SOL/BTC, or evaluate the stronger pair by calculating SOL/BTC – ETH/BTC You can create a formula using up to 10 pairs with +, -, /, and * operations Once a formula is created, the chart dynamically updates with candles that reflect the calculated values in real timeHow does the custom formula feature help mePublished on Mar 5, 2025Updated on Sep 10, 20254How do I use the custom interval feature?
to the Trading page Hover on the arrow besides the Candles option, and select the interval selector above the trading chart Scroll down and select Custom interval from the available options Select Custom Interval within the list of interval periods available Enter your preferred time interval (for example, 3 minutes, 12 hours, or any custom setting) Fill in the custom time interval as you wish Confirm your selection, and the chart will adjust accordinglyHow does the custom interval feature help mePublished on Mar 5, 2025Updated on Sep 10, 20255How do I add my emergency contact?
Fill in all the requested details of your emergency contact Toggle on Let OKX notify this contact option if you’d like us to send them a heads-up that they’ve been listed as your emergency contact. Switch on the notification feature Ensure that the details provided are spot on Select when to notify your contact — we'll first reach out after your inactivity period, and if there's no reply within Your response time, we'll contact them.Published on Jul 24, 2025Updated on Feb 12, 2026257My phone isn't working, what should I do?
Start logging in and select Switch verification method (in the app) or Call me instead (on the web). You'll then be able to log in with voice, email, or authenticator app code depending on the platform. Switching verification method in the app Switching verification method on the webI want to reset my phone number You can reset your phone number completely, both in your OKX account and on the login page. To do this, follow this guide: How do I reset Two-factor authentication (2FA)?Published on Aug 1, 2024Updated on Jan 27, 20267How do I navigate to and customize notification settings?
This lets you choose which types of notifications you want to receive and whether you prefer push, web, or email delivery. Currently, notification settings can only be customized on the app. If you’re looking to set up specific price alerts instead, check out our guide here.Published on Oct 8, 2025Updated on Nov 6, 202515How do I reverse my trading position with one tap?
The One-tap reverse feature lets you adapt immediately by flipping your position with a single action. Preserve position sizing: the reverse function automatically opens a new position with the same size and leverage settings as your previous one. No need to recalculate or reconfigure your order parameters. Minimize execution errors: reversing a position manually could lead to mistakes in quantity or price input. One-tap reverse reduces that risk by automating the action with default precision.Published on Jul 5, 2025Updated on Mar 19, 20269How do I select the correct network for my crypto withdrawals and deposits?
To demonstrate how you can make sure you're selecting the correct network, let's use the example of USDG deposits. It's important that the withdrawal network for the other wallet or exchange platform is consistent with the deposit network for OKX. For example, if you select USDG-ERC20 as the deposit network, the withdrawal network should also be USDG-ERC20. The same idea applies to when you're selecting a withdrawal network. You must choose the same network for deposit.Published on Aug 22, 2023Updated on Apr 2, 202621,367