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What are Source of Funds (SoF) and Source of Wealth (SoW)?
income (past 12 months) Accountant Letter Issued within the last 3 months with business ownership confirmation Distribution Record Shows recent profit withdrawals or distributions Others Issued within the last 3 months with compensation or business ownership confirmation Investment returns Investment Account Statement Issued within the last 3 months Retirement Account Statement Issued within the last 3 months Brokerage Statement Issued within the last 3 months Bank Statement Shows investment incomePublished on 24 Dec 2024Updated on 29 May 20261A beginner's guide to identity verification
the last 3 months by your state or local government, your employer's Human Resources or finance department, and university or college10.Published on 25 Sept 2023Updated on 29 May 20266,481How do I verify an individual account?
Do I need to submit a new form of identification to verify my individual account? You may be asked to upload an updated form of identification if it's deemed necessary.4. Why is my individual account frozen? Your account may be frozen if you don't complete your identity verification within the stated grace period. However, you can still access your funds and make withdrawals. Once you've passed verification, full access to your account will be restored.5.Published on 25 Sept 2023Updated on 29 May 202631,433How do I submit my proof of address (POA)?
We recommend providing any valid document issued within the last 3 months that clearly shows your full name and current residential address.Published on 5 Sept 2023Updated on 29 May 2026862What's OKX Affiliate Program?
For affiliates joining before or on the 15th of the month, the protection period ends on the last day of the 5th calendar month. For affiliates joining after the 15th of the month, the protection period ends on the last day of the 6th calendar month. Example: If you join the affiliate program on July 1, your protection period will be from July to November. If you join on July 20, your protection period will be from July to December.Can I invite existing OKX users to join my affiliate network?Published on 27 Sept 2023Updated on 29 May 20263,296Building RFQs
Beneath the last leg you've added in the position builder, there is a toggle for "Anonymous" when the light-blue is visible, your RFQ will be broadcast as anonymous, meaning your identifier will not be visible to any counterparties at any point during the life of your RFQ and trade. Your information will still be visible to OKX and our support team.Who can I select as a counterparty? How do I select them? Under the last leg of your strategy there is some text that reads "Select Counterparties".Published on 30 Jun 2022Updated on 2 Jun 202631How do I unlock my deposit when the Travel Rule additional verification is required?
If your deposit is from the exchange platform Select the exchange platform name that your deposit is from in the Exchange platform field Input your sender's legal name in the First name and Last name field, then select Submit Note: if you're the sender or buyer of crypto assets, you can select I'm the sender checkbox.Published on 29 Apr 2024Updated on 29 May 2026206What should I do if the T+N (T+1/T+3/T+7) security protection is triggered and I can't trade?
The N in T+N is the number of days the restriction lasts: T+1 - restriction lasts 1 day T+3 - restriction lasts 3 days T+7 - restriction lasts 7 days This restriction applies only to the affected assets and doesn't impact your ability to use other platform features, including trading and financial services. Any funds exceeding the order amount can also be withdrawn and sold via P2P without restriction.Published on 17 Mar 2023Updated on 29 May 20263,121OKX Learn to Earn: BTC halving 2024 event rules
If a user participates in multiple campaigns, only the last campaign registered will be rewarded.Published on 26 Mar 2024Updated on 29 May 20266,677OKX Learn to Earn with OKX and TON (The Open Network) phase two event rules
If a user participates in multiple campaigns, only the last campaign registered will be rewarded.Published on 26 Dec 2023Updated on 29 May 20264,136How do I explore new tokens?
Trending Tokens: this section identifies the tokens with the most significant increase in traders in the last 24 hours. Make sure you look into this when exploring new tokens. Market Capitalization: explore the top tokens ranked by market capitalization. Trading Volume: explore which cryptocurrencies have the highest turnover rates. This metric can indicate active trading volumes and investor interest.How do I stay informed with the new token listings?Published on 9 Aug 2024Updated on 29 May 2026How do I change my verified name?
Select save changes once you've filled in your new name Note: the system is compatible with the name in reversed first/middle and last name order. Changes are only necessary if accented or non-accented characters are displayed incorrectly.Published on 18 Mar 2026Updated on 5 Jun 202687Why didn't the TP/SL execute at the set price?
When setting a take profit or stop loss order, you can choose one of the following trigger price types: Last Price, Mark Price, or Index Price. You can view the price trends for these three price types on the candlestick chart. On the trading page, click Markets > Last Price to switch between different price types, review historical price movements, and compare them with your configured trigger price to confirm whether the trigger price was actually reached.Published on 13 Nov 2024Updated on 29 May 202611Copy traders: How do I choose a lead trader?
The current indicator weighting is as follows: Indicator Weighting Cumulative PnL% 20% PnL% (Last 30 days) 15% PnL% (Last 7 days) 10% Max. drawdown (Historical) 10% Max. drawdown (Weekly) 10% Number of copy traders 20% PnL of copy traders 15% Note: the weighting of indicators may be adjusted at any time based on feedback and data after launch.Trader profile You can select on a lead trader’s name to see their profile, which contains a more detailed breakdown of their trading history, portfolio, andPublished on 22 Dec 2022Updated on 4 Jun 2026261How do I track the cost price of my spot trades?
Average cost price = (Average cost price before last buy × Amount + Price of last buy × Amount) / Net buying amount Cumulative Cost Price = (Cumulative buying value – Cumulative selling value) / Net buying amount Visit here to learn more.How do I track the cost price of my spot trades?Published on 5 Sept 2024Updated on 5 Jun 202630