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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, 2026FAQ83What 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, 2026FAQ299How 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, 2026FAQ171Institutional verification: status, tasks, rejection and information updates
Make sure the document is complete, current, readable, issued by an appropriate authority, and consistent with the company information entered.4. I entered incorrect business information or need to update company, contact, or account-type details. What should I do? If there are discrepancies with your submitted business information and documents, our Customer Due Diligence team will reach out to you for clarification through email.Published on Aug 28, 2026Updated on Aug 28, 2026FAQ5How 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, 2026FAQ67What'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 Aug 25, 2026FAQ75My account says “We need to know more about you.” What should I do?
What If the Funds in My Account Are Company Assets? If your OKX account is a personal account rather than a corporate account, select the option that accurately describes the actual source and ownership of the funds. Company documents may explain how a business earns money, but they may not establish your personal Source of Funds or Source of Wealth. If company or third-party funds were transferred through a personal account: Explain your relationship with the company or third party.Published on Aug 28, 2026Updated on Sep 15, 2026FAQ5What are Pre-IPO X-Perps and how do they work?
Pre-IPO X-Perps are derivative contracts linked to private companies that haven't yet completed an IPO. They let you trade changes in the market's implied valuation of the company before its shares are publicly listed. For example, if you expect OpenAI's implied valuation to rise, you can take a long position. If you expect it to fall, you can take a short position. What you hold is the X-Perp contract.Published on Sep 8, 2026Updated on Sep 8, 2026FAQPre-IPO Futures
In addition, once the company files its pre-listing documentation, OKX will leverage the official data so disclosed to configure a Price Band hard-cap protection for the contract to ensure its price remains within pre-defined parameters (such as the IPO price range). Order prices cannot exceed these caps.2. What Is the Rebase Pre-IPO contracts use a per-share pricing convention — contract price × the underlying company's total share count ≈ market cap.Published on Sep 2, 2026Updated on Sep 21, 2026Product documentationWhat is futures combo?
What do “Partially successful” and “Failed” mean in rebalancing history? “Partially successful” means some quantity was filled, but the full target quantity was not reached. “Failed” means no quantity was filled for that order.Expand the record to view the filled quantity, average fill price, fees, and the specific reason. Different contracts within the same rebalancing batch may have different results.9. What costs are involved?Published on Oct 12, 2026Updated on Oct 13, 2026Product documentationWhat is OKX Livestream
Orbit Livestream lets you build and engage your community in real time. We’re currently still in closed beta and aren’t accepting new applicants at this time. Please keep an eye on this space for future updates.Published on Jun 18, 2026Updated on Sep 23, 2026Product documentationWhat's JIT Routing?
What matters is that when conditions change the trade isn't stuck with a stale path. Over many trades the average outcome improves.Does it cost extra gas? Yes, a bit. The contract does extra pool comparisons onchain, which costs a little more gas. Usually the extra tokens you get back outweigh that. On chains with cheap gas (Solana, BSC), the overhead is small enough to ignore.Does it replace slippage protection? No. Slippage tolerance still defines the worst price you're willing to accept.Published on Jun 12, 2026Updated on Aug 5, 2026FAQ32What is sub-account?
A sub-account is a secondary account connected to your OKX account. You can create multiple sub-accounts to diversify your trading strategies and reduce risks. Sub-accounts can be used for spot, spot leverage, contract trading, and deposits for standard sub-accounts, but withdrawals are not allowed.How do I create a sub-account?On the web Open OKX website and login to your account, go to Profile...Published on May 21, 2026Updated on Aug 5, 2026FAQ2What is trigger order?
What are the common reasons a trigger order might fail? Here are the most common causes, the message you'll see, and what to do: 5% protection threshold exceeded - Place a new order when market conditions are less volatile. Insufficient balance - Top up your balance and place a new order. Token delisted - The order can't be retried. Choose a different token. Payment method invalid or expired - Update your payment method and place a new order.Published on May 8, 2026Updated on Aug 5, 2026FAQ1What's Selected Margin?
Repaying a margin loan won't return your balance to exactly what it was before you borrowed. Your collateral is valued at current market prices, so its value moves while the loan is open, and the figure you see after repayment reflects those price moves rather than a missing asset.Published on Apr 15, 2026Updated on Sep 3, 2026FAQ