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Beneficial Ownership FAQ
For example, the owner of an institution’s parent company could be deemed the institution’s beneficial owner, depending on the organizational structure between the institution and its parent.Why does OKX need to know my institution’s ownership structure?Published on 10 Oct 2024Updated on 29 May 2026FAQ6Beneficial Ownership FAQ
For example, the owner of an institution’s parent company could be deemed the institution’s beneficial owner, depending on the organizational structure between the institution and its parent.Why does OKX TR need to know my institution’s ownership structure?Published on 10 Oct 2024Updated on 29 May 2026FAQ1How do I know what my institution type is?
Memorandums and articles of association and similar formation documents can be helpful.Review your organizational structure Additionally, you can review your institution's ownership structure, division of management, and governance model to identify the most appropriate classification for its legal structure.Published on 13 Oct 2023Updated on 29 May 2026FAQ1How do I determine my company type and understand which documents I need to prepare?
Memorandums and articles of association and similar formation documents can be helpful.Review your organizational structure Additionally, you can review your institution's ownership structure, division of management, and governance model to identify the most appropriate classification for its legal structure.Published on 13 Oct 2023Updated on 29 May 2026FAQ148OKX to enhance new features in portfolio margin mode
The specific updates are as follows: Richer offset structure types: Incorporate spot orders into the derivatives offset system (distinct from spot assets). Adding offset structures for spot and derivatives orders (Offsetting orders in the Liquid Marketplace can significantly reduce the margin in use). More flexible spot offset quantity adjustments: Allow users to customize the number of spot assets included in the derivatives offset structure.Published on 31 May 2024Updated on 29 May 2026AnnouncementsOKX will discontinue Shark Fin products soon
You can still view and manage your orders by going to Explore > Structured Products or Assets > Structured. For other low-risk earning opportunities, check out Simple Earn and Onchain Earn. Thank you for your understanding and support so far. OKX will continue to provide you with other products and services. OKX team June 30, 2025Published on 30 June 2025Updated on 29 May 2026AnnouncementsKnow Your Business (KYB) FAQ
The KYB process starts by asking you to provide a range of basic identifying information, such as your institution’s legal name, address, organizational structure, and the identities of key persons in your institution (among other relevant and verifiable information). This identifying information is supported with documentation, such as evidence of formation, organizational structure charts, and identity documents for key persons.Published on 29 Jan 2025Updated on 29 May 2026FAQ30Self-Managed Super Fund (SMSF) FAQ
We recommend speaking with your accountant or SMSF adviser to ensure your exchange account is structured correctly for your fund.2. How do I ensure crypto is held in the name of the SMSF? At OKX, eligible users can open a crypto trading account specifically designated for SMSF use. During onboarding, we'll ask for details about your SMSF's name, trustee structure, and documentation.Published on 2 July 2025Updated on 29 May 2026FAQDual Investment to delist MASK, CFX, BLUR, IP, and PARTI
You can still view and manage your orders by going to Explore > Dual Investment or Assets > Structured. Regards, OKX team July 18, 2025Published on 18 July 2025Updated on 29 May 2026AnnouncementsAnnouncement on OKX Wallet's Support for Pharos Mainnet Launch
Pharos is a Layer-1 purpose-built for RWA and institutional-grade financial scenarios — its alignment with OKX Wallet is structural. We look forward to deeper ecosystem integration ahead, continuously delivering better experiences for our users. OKX Wallet Team April 29, 2026Published on 29 Apr 2026Updated on 29 May 2026AnnouncementsUpcoming change to AU VIP Tier
On 3rd February 2026, we will be updating the Tier structure for VIP users in the AU. Here's what's new: Enjoy continued stability: We are maintaining our current competitive maker and taker fee structure. Optimised account tiers: We are updating AUM balance criteria. The table below shows the updated AUM balance criteria.Published on 19 Jan 2026Updated on 29 May 2026AnnouncementsWhat onboarding information is required for the government-owned enterprise?
Provide organizational documentation Provide organizational documentation that regulates and binds the government-owned enterprise and establishes its control and management structure.Published on 13 Oct 2023Updated on 29 May 2026FAQ64How to use OKX's option copilot
Currently, we support three types of options structured products: Yield Hunter.Yield Hunter Yield Hunter is a non-principal-protected investment product that helps OKX users achieve higher annualized returns. It is a simplified options trading product where users receive premiums for selling option contracts. Users' actual return depends on the relationship between the price at the expiry date and the target price.Published on 18 Oct 2023Updated on 29 May 2026Product documentationWhat onboarding information is required for a fund?
Provide organizational documentation Provide organizational documentation that regulates and binds the fund and establishes its control and management structure.Published on 13 Oct 2023Updated on 29 May 2026FAQ125Changes to V5 API WebSocket subscription parameter and URL
Channel type Channels Block trading Rfqs channel: rfqs Quotes channel: quotes Structure block trades channel: struc-block-trades Public structure block trades channel: public-struc-block-trades Public block trades channel: public-block-trades Block tickers channel: block-tickers Algo and strategy trading Algo orders channel: orders-algo Advance algo orders channel: algo-advance Spot grid algo orders channel: grid-orders-spot Contract grid algo orders channel: grid-orders-contract Moon grid algo ordersPublished on 24 Apr 2023Updated on 29 May 2026Announcements