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What onboarding information is required for a Publicly Traded Company?
What's a publicly traded company? Publicly traded companies are entities with distributed ownership among public shareholders through publicly traded stock shares.Who are the key persons for a publicly traded company?Published on Oct 13, 2023Updated on Aug 25, 202683What onboarding information is required for a privately owned company?
What's a privately owned company? Private companies are privately owned entities that are not financial institutions, not publicly traded and have less than 50% government ownership. These entities are involved in many kinds of industries, such as manufacturing, pharmaceuticals, real estate, and construction. To verify as a privately owned operating company, please follow the steps below and submit the required documents and information. Who are the key people for a privately owned company?Published on Oct 13, 2023Updated on Aug 5, 2026299How do I determine my company type and understand which documents I need to prepare?
Refer to your official legal documents On your certificate of incorporation and/or business registration, there should be indicators assigned by the government agency responsible for issuing such documents stating the nature of your institution. Memorandums and articles of association and similar formation documents can be helpful.Review your organizational structure Additionally, you can review...Published on Oct 13, 2023Updated on Aug 25, 2026171What are Pre-IPO X-Perps and how do they work?
The key point: the company is the reference. The X-Perp is what you trade.How do Pre-IPO X-Perps work?Pricing before the IPO A private company doesn't yet have a continuously quoted public stock price. That means Pre-IPO X-Perps can't rely on the same public-market price discovery as a derivative linked to an already listed stock. Buyers and sellers express their views through the order book, and market activity determines the contract price. A funding rate may also apply to open positions.Published on Sep 8, 2026Updated on Sep 8, 2026Institutional verification: status, tasks, rejection and information updates
Fully remote company with no physical operating address If your company operates remotely and does not have a physical address, you will be asked to select the CEO or equivalent. We will then take that person's address as your company's operating address. D.Published on Aug 28, 2026Updated on Aug 28, 20265Tokenized assets in Europe: what Tokenized Stocks are and how do I use it?
Both products can provide exposure to publicly traded companies, but they're designed for different uses.Published on Sep 8, 2026Updated on Sep 24, 2026My account says “We need to know more about you.” What should I do?
Understand the Difference Between Personal and Company Funds Company sales, customer payments, factory receipts, invoices, and company bank statements normally explain a company’s activities. On their own, they do not show how the money became your personal income or wealth. If the company pays you a salary or commission, select Salary or Employment income and provide personal evidence of those payments.Published on Aug 28, 2026Updated on Sep 15, 20265Which 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 Aug 25, 202653How do I start onboarding as an institutional user?
Learn more on how you can check the status of your Institutional account application here.FAQBased on my company or institution type, what verification steps do I need to complete? What onboarding information is required for a privately owned financial institution? What onboarding information is required for a privately owned company? What onboarding information is required for a Publicly Traded Company? What onboarding information is required for the government-owned enterprise?Published on Oct 10, 2024Updated on Aug 25, 202667What onboarding information is required for the government-owned enterprise?
Based on regulatory investigation requirements, OKX needs your company’s key personnel and the authorized users of the institutional account (if different from the key personnel) to provide identity verification information during the institutional verification process.If your company is registered as a government-owned enterprise, you are required to provide information for the following personnel: Corporate officers: Persons with significant responsibility to control, manage, or direct the government-ownedPublished on Oct 13, 2023Updated on Aug 25, 202673What onboarding information is required for a fund?
Based on regulatory investigation requirements, OKX needs your company’s key personnel and the authorized users of the institutional account (if different from the key personnel) to provide identity verification information during the institutional verification process.If your company is registered as a government-owned enterprise, you are required to provide information for the following personnel: Corporate officers: Persons with significant responsibility to control, manage, or direct the fundPublished on Oct 13, 2023Updated on Aug 19, 2026132How do I register an account on OKX?
If you need an account for a company or another legal entity, submit a separate application through the corporate or institutional account registration portal.3. Which country should I select when registering a company?Published on May 23, 2024Updated on Oct 12, 202671How can I check whether I registered an individual or corporate account?
The information requested on the page can help you identify the account type: For a corporate or institutional account, you’ll generally be asked to provide the company’s legal name, country of incorporation, and information about its key persons. For an individual account, you’ll generally be asked to provide your own legal name, nationality, country of residence, identity document, and other personal information.Published on Oct 8, 2026Updated on Oct 8, 20266TradFi X-Perps vs Real Stocks FAQ
You don't receive shareholder rights, voting rights, direct dividends, ownership claims on the company, or custody of a real or fractional share. What you own is the futures position itself, a contractual claim on price performance, entitling you to the profit or loss from closing the position, and the funding rate payments you receive or are obliged to make while the position is open.Do X-Perps pay dividends? No. Dividends aren't supported as of 9th of June 2026.Published on Jun 9, 2026Updated on Aug 13, 2026Position modes in X-Perps, and why is my maximum position size capped?
Check the specification for the contract you're trading rather than assuming the limits carry across from another contract.What unit is my order size, and the limit in an error message, expressed in? Applies to: order size and size-limit messages on the X-Perps order panel. A size limit is expressed in the same unit as the size field it applies to.Published on Sep 3, 2026Updated on Sep 3, 2026