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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 Dec 24, 2024Updated on Jun 5, 2026866How do I submit my proof of address (POA)?
The POA must be issued within the last 3 months The POA must be a clear photo of your original POA or a PDF file of the original POA The POA must match the residential information you provided during your identity verification The acceptable types of POA may vary depending on the jurisdictionPublished on Sep 25, 2024Updated on May 29, 20263Crypto profit & loss analysis (PnL) FAQ
Average cost = (Average cost before the last purchase or deposit * Amount + Price of the last purchase or deposit * Amount) / Balance after the last purchase or deposit Note: price of the last deposit is the price at the moment of depositing7. How is the PnL calculated? PnL = (Last price - Average cost) * Current balance8. How is the PnL% calculated? PnL% = (Last price - Average cost) / Average cost9. How far back is the historical record of Crypto PnL analysis?Published on Apr 3, 2026Updated on May 29, 2026OKX 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 Mar 26, 2024Updated on May 29, 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 Dec 26, 2023Updated on May 29, 20264,136How do I unlock my deposit when the Travel Rule additional verification is required?
Input your sender's legal name in the First name and Last name field, then select Submit Note: if you're the sender, you can select I'm the sender checkbox Fill in all the necessary sender's information if your deposit is from a private wallet Under certain circumstances, you're required to select your sender's country or region of residence in the Country/region field Once your additional verification is successful, your deposit will be unlockedPublished on Aug 23, 2024Updated on May 29, 20265How 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 Aug 9, 2024Updated on May 29, 2026Crypto Tax Reporting
Dispositions of digital assets that are classified as "noncovered securities"; cost basis might not be reported on Form 1099-DA. Form W-9 and form W-8 collection starting tax year 2026 Starting calendar year 2026, OKX is required to collect form W-9 and form W-8 from OKX US users on the U.S. exchange platform. Form W-9 is collected from OKX US users who are considered U.S. Persons. Form W-8 is collected from OKX US users who are considered Non U.S. Persons.Published on Sep 24, 2025Updated on May 29, 20262Tax Center General FAQ
What is Form 1099-DA? Form 1099-DA is a new IRS tax form for digital asset brokers. Starting with the 2025 tax year, OKX is required to issue this form to report sales, trades, or exchanges of digital assets to both you and the IRS.What transactions trigger a Form 1099-DA? You will receive a 1099-DA if you engage in any of the following taxable events: Crypto to Fiat: Selling crypto (like Ethereum) for US Dollars.Published on Nov 25, 2024Updated on May 29, 202615Accounting methods and cost basis
(Default Method) LIFO (Last In, First Out): The most recently purchased assets are sold first. HIFO (Highest In, First Out): The most expensive assets you buy are sold first.How do I change my accounting identification method? Navigate to Your tax summary > Settings to select your preferred method. Please note that changes only apply to future transactions. An example of what your tax summary looks likePublished on Nov 4, 2025Updated on May 29, 2026OKX listing mechanism
How long does the Call Auction or Pre-open period last? The duration of the Call Auction or Pre-open period may vary by trading pair. Typically, both call auctions and pre-open periods last for an hour. 2. What types of instruments support Call Auction or Pre-open? Call Auction and Pre-open mechanisms are used for spot and perpetual futures trading pairs during listings. The applicable opening mechanism for each trading pair will be specified in the listing announcement. 3.Published on Apr 27, 2018Updated on May 29, 20267,498A beginner's guide to identity verification
The following types of documents can be used to verify your address for identity verification: W-2 form 1099 form 1040 form Bank statement Tax form Pay stub Rental agreement Insurance contract Utility bills Certain government-issued letters Employer's certificate E-wallet statement10. Can I verify my address using a letter or package that was sent to me? No. 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.Published on Oct 9, 2025Updated on May 29, 20265Income from staking and rewards
Why did I receive a Form 1099-MISC? You will receive a 1099-MISC if you earned $600 or more in staking rewards, bonuses, or airdrops during the 2025 tax year. Note: the IRS threshold for this form increases to $2,000 for the 2026 tax year.Published on Nov 4, 2025Updated on May 29, 2026How can I do spot trading with the Jupyter Notebook?
15.1 For the last 7 days For more information on how to access the order history for the last 7 days, please read our dedicated guide. 1 result = tradeAPI.get_orders_history( 2 instType="SPOT" 3 ) 4 print(result)15.2 For the last 3 months For more information on how to access the order history for the last 3 months, please read our dedicated guide. 1 result = tradeAPI.get_orders_history_archive( 2 instType="SPOT" 3 ) 4 print(result)16.Published on Sep 29, 2023Updated on May 29, 2026562What is the New User Full Rebate Program?
If a user participates in multiple campaigns, only the last campaign registered will be rewarded. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of the reward are the sole responsibility of the individual reward recipient.Published on Mar 16, 2026Updated on May 29, 20264