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What's a futures trading bot and how do you automate trades with it?
By choosing trading bots on OKX, you can leverage their advanced algorithms and real-time market data to enhance your trading experience, improve efficiency, and potentially achieve better trading results.What's the futures grid trading bot, and what are its advantages? OKX’s futures grid trading bot is an automated futures contract trading strategy. The bot sets an order grid at predetermined price levels above and below the initial entry price.Published on Dec 26, 2023Updated on Oct 29, 202535Know Your Business (KYB) FAQ
What's KYB? KYB, short for "Know Your Business," is the process of verifying the identities of our institutional customers and any associated individuals with ownership or control, as well as understanding the nature and purpose of your institution’s relationship with OKX.Why does OKX conduct KYB? OKX is required to conduct KYB in accordance with financial crime regulations.Published on Jan 29, 2025Updated on Sep 27, 202530How can I protect myself from scammers?
Or, you might've suspected a scammer but don't know what to do. Here are some tips to avoid potential scammers and learn how to secure your assets.1. Does OKX hold crypto or cash? We only hold onto the seller's crypto once the order is made, for security (otherwise known as escrow). Escrow is a legal term used when a third party holds the assets in a transaction until an agreement has been met between the buyer and the seller.Published on Aug 21, 2023Updated on Mar 3, 202612,121How can you protect yourself from a phishing attack?
How can you prevent phishing attacks? Don't click on unknown links and log in to unsafe websites to avoid account and password disclosure and asset losses. For account security information and verification protection methods, for example, the account login name and password shouldn't be consistent with other websites as the private key and mnemonic words should be kept privately. If you detect any suspicious activity on your account, you may reach out to our Support team or here.Published on Aug 17, 2023Updated on Apr 17, 20263,702How do I set up a recurring buy plan?
What if I don't have enough balance for my next recurring buy order? We'll notify you in the app and send you an email 3 days before and one day before execute your order if you don't have enough funds. You can deposit funds to your balance to complete your future orders.6. Why did one of my recurring buy orders fail? And what happens next? Just like one-time orders, if there might not be enough funds in your OKX account or in the payment method you selected to execute the recurring buy plan.Published on Jan 23, 2025Updated on Dec 31, 202550A beginner's guide to identity verification
To verify your address, you must use a supported document as listed in the answer above.11. I don't know how much I plan to deposit. Can I change my estimated amount later? No. However, we only collect your estimate for reference purposes. You can always deposit more than the estimated amount.12. How do I check my identity verification information?Published on Oct 9, 2025Updated on Dec 30, 20253What should I do if there is a payment due for my ACH deposit?
If you are unable to initiate a repayment for an ACH transaction due to an issue, please contact our Customer Support for further assistance.5. How will I know when my account is restored? Once your payback deposit has been cleared and we have successfully received the funds (which can take up to 5 business days), the restrictions on your account will be lifted automatically. We will send you a confirmation email as soon as this is done.6. What happens if I don't repay by the deadline?Published on Sep 29, 2025Updated on Mar 13, 20261Travel Rule FAQ
What happens under the Travel Rule if I don't fill in the originator information for my deposit? Depending on your local law and regulations, your deposit may remain locked until you provide the information required of the person who sent you the fund.5. Why is my deposit under Travel Rule review? OKX will mark transactions for review from time to time. This review process depends on a large variety of factors, based on protecting our users against industry bad actors.Published on Jul 20, 2023Updated on Feb 5, 2026803How to prevent phishing emails?
The links don't match the official domain Hover over any link (without clicking). If the URL doesn't belong to an official OKX domain, don't open it. When the email address looks correct but the content feels suspicious Even if the sender address appears to be official, you should be cautious if the email content includes unusual instructions such as clicking links or providing personal information. In such cases, you should further verify the email's authenticity.Published on Jun 24, 2025Updated on Dec 16, 20253How do I know if anti-money laundering (AML) program questionnaire is needed for my verification?
This'll open the AML questionnaire in a new tab for your review and completion Once completed, you can close the tab and return to the verification page to continue your verification process Take the anti-money laundering (AML) program questionnaire under the Additional info sectionPublished on Dec 12, 2024Updated on Oct 15, 202578How do I buy crypto and earn rewards?
If this happens after you get your reward, the reward may be taken back. Opting in late: if you don't opt in to the campaign by February 16, you'll not be eligible for any of the rewards.When will I get my BTC? Your rewards will appear in your account shortly after you earn them. They’ll be available to trade or withdraw after 60 days.I opted-in and made a purchase, but I still don't have my rewards. What should I do?Published on Dec 29, 2025Updated on Jan 29, 20263What's OKX Convert?
Convert enables you to complete one-click transactions after confirming a price, without having to know how the spot market works, meaning you'll receive the amount you preview.3. How do I use Convert? Please refer to this article to learn how to use the Convert function: Convert FAQ4. Which crypto can I convert on OKX? With Convert, you can exchange most of the cryptos listed on our platform.Published on Apr 1, 2026Updated on Apr 1, 2026What's OKX Convert?
Convert enables you to complete one-click transactions after confirming a price, without having to know how the spot market works, meaning you'll receive the amount you preview.3. How do I use Convert? Please refer to this article to learn how to use the Convert function: Convert FAQ4. Which crypto can I convert on OKX? With Convert, you can exchange most of the cryptos listed on our platform.Published on Sep 27, 2023Updated on Apr 1, 20262,162How do I start onboarding as an institutional user?
To start using your institutional account, you have to verify your identity and complete the Know Your Business (KYB) requirements with us. This is required in order to keep your account and assets secure. The verification process ensures our exchange is safe and prevents fraud from taking place, alongside other illegal activities.Published on Oct 10, 2024Updated on Feb 2, 202654What'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 Apr 6, 202656