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What onboarding information is required for a family office?
What's a family office? Family offices are entities set up to facilitate trading, investing, or other financial transactions using the personal wealth of the companies’ ultimate beneficial owners.Who are the key persons for a family office?Published on 13 Oct 2023Updated on 29 May 202670How do I know what my institution type is?
Corporate secretary: The corporate secretary or governance officer is responsible for maintaining institution records and can provide information about your institution's legal structure. Compliance officer: If your institution has a compliance department, the compliance officer can assist with regulatory compliance matters and confirming institution classification.Published on 13 Oct 2023Updated on 29 May 20261How do I determine my company type and understand which documents I need to prepare?
Corporate secretary: The corporate secretary or governance officer is responsible for maintaining institution records and can provide information about your institution's legal structure. Compliance officer: If your institution has a compliance department, the compliance officer can assist with regulatory compliance matters and confirming institution classification.Published on 13 Oct 2023Updated on 29 May 2026148What onboarding information is required for the non-profit organization (NPO)?
Corporate officers: Persons with significant responsibility to control, manage or direct the NPO including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the NPO.Published on 13 Oct 2023Updated on 29 May 202672What onboarding information is required for a fund?
including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on 13 Oct 2023Updated on 29 May 2026125What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution.Published on 13 Oct 2023Updated on 29 May 2026235What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution.Published on 13 Oct 2023Updated on 29 May 20262What onboarding information is required for a Publicly Traded Company?
Corporate officers: Persons with significant responsibility to control, manage, or direct the publicly traded company including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company.Published on 13 Oct 2023Updated on 29 May 202679How do I back up my wallet to iCloud, Google Drive and Huawei Cloud?
Insufficient cloud storage: Ensure there's enough available storage in your cloud drive. You may need to clear some space before trying again. HMS Core components (Huawei devices only): If you're using a Huawei device, make sure HMS Core is installed and updated to the latest version via AppGallery. After confirming the above, try backing up your wallet again. Visit OKX wallet FAQ or contact our OKX Assistant for further assistance.Published on 12 Jan 2023Updated on 29 May 20269,725What onboarding information is required for the government-owned enterprise?
enterprise, including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on 13 Oct 2023Updated on 29 May 202664What onboarding information is required for a privately owned company?
To register as a privately owned operating company, you need to provide the information of: At least one corporate officer/manager: Persons with significant responsibility to control, manage, or direct the privately owned company including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other person who regularly performs similar functions.Published on 13 Oct 2023Updated on 29 May 2026286Which 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 29 Jan 2025Updated on 29 May 202649How can I troubleshoot web or app issues?
If you're unable to take screenshots in the desktop app, you may right-click on an empty area of the desktop app and enable screen sharing protection.Other issues If you experience issues while using the OKX website or app, please try the following troubleshooting steps first:Use an incognito browser Try accessing OKX using Incognito mode in your browser.Clear cache or DataFor Android Go to Settings > Apps > OKX app > Storage. Select Clear Cache first.Published on 11 Feb 2026Updated on 2 June 202613Self-Managed Super Fund (SMSF) FAQ
Use Secure Wallets for Storage Store long-term holdings in a dedicated hardware wallet. Keep only essential working capital on exchanges. Protect Credentials and Access Provide view-only API keys to accountants or advisors. Never share login or trading credentials. Implement a Risk-Control Strategy Define rules for position sizing, exchange diversification, and cold storage thresholds. Regularly review and update your investment strategy to address crypto-specific risks.Published on 2 July 2025Updated on 29 May 2026How do I trade perpetual futures on OKX?
After choosing the margin type, you can select the trading pair using the filters located at the top of the page (for example, All for all available trading pairs, Top for the most popular trading pairs, DeFi for trading pairs with DeFi tokens, Storage for pairs with decentralized storage coins, or Alts for trading pairs with altcoins). Alternatively, you can scroll or search for the asset you want to trade.Published on 25 Mar 2024Updated on 2 June 2026133