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How do I start onboarding as an institutional user?
If you need further clarification, please contact customer support.Do I need to provide a supplemental confirmation letter in PDF format? If you’re instructed to submit a supplemental confirmation letter in PDF format, please follow the instruction accordingly.You may scan a physical document or convert it into a PDF file, then upload it through the specified channel.Published on 10 Oct 2024Updated on 25 Aug 202666How do I fix errors when submitting my institutional verification?
Note: Document should be an original copy (preferably in PDF file format), clear quality, and smaller than 20MB. Please clear your browser’s cache and cookies, and restart your browser before trying again. 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 10 Oct 2024Updated on 25 Aug 202662How do I submit my proof of address (POA)?
The POA must be a clear photo of your original POA or a PDF file. The POA must match with the residential information you provided during your identity verification. The acceptable types of POA may vary with different jurisdictions.Published on 5 Sept 2023Updated on 5 Aug 20265How do I submit my proof of address (POA)?
The POA must be a clear photo of your original POA or a PDF file. The POA must match the residential information you provided during your identity verification. The acceptable types of POA may vary with different jurisdiction.Where should I upload my proof? If you are required to complete Proof of Address verification, the system will usually send an email to your registered email address or display a notice in the app notification center in advance.Published on 5 Sept 2023Updated on 28 Aug 2026886What proof of address documents can I submit?
Upload the original official PDF or a clear image of the complete document. Make sure the name and address match the information entered during verification.Published on 28 Aug 2026Updated on 28 Aug 2026Self-Managed Super Fund (SMSF) FAQ
You can download your complete trade, deposit, and withdrawal history from OKX in CSV, PDF, or via API. An SMSF account follows the standard maker/taker schedule for customers. You can learn more here.3. How can my SMSF account trade more safely going forward? To enhance the security of your account and crypto assets, we recommend the following best practices: Strengthen Account Security Enable multi-factor authentication (MFA) for all trustee logins.Published on 2 July 2025Updated on 11 Aug 2026How do I protect my account from Trojan horse takeovers?
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. Disable your antivirus software To avoid detection, some malware turns off your security tools or blocks software updates.Published on 30 May 2025Updated on 26 Aug 202618My account says “We need to know more about you.” What should I do?
Submit a complete, readable, unlocked original PDF, scan, or clear photo. Do not crop: Names Headers Dates Amounts Signatures Stamps Transaction details Page numbers Screenshots are accepted only when the task allows them for that document type and they clearly show ownership and activity.6.Published on 28 Aug 2026Updated on 2 Sept 20263Why did my identity verification fail?
Screenshot / Non-original File / Missing Pages / Damaged File / Expired File / Unsupported Language Please check and ensure the following before resubmitting: Upload original documents in image or PDF format. Ensure the photos have not been edited using image software (e.g., Photoshop) and are not screenshots. Upload color photos or files. Upload clear photos showing all four corners of the document (front and back if applicable).Published on 5 Sept 2023Updated on 25 Aug 202611,644
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