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What attestation do we need to agree to when verifying as an institutional customer?
As part of OKX onboarding process, the entity making an application (hereafter, the "Applicant") to be verified and onboarded as an institutional customer shall have to agree, acknowledge and attest the following statements: Applicant hereby makes the statements set forth herein, with effect from the date of execution, to provide OKX with certain information needed to confirm that Applicant is...Published on Feb 5, 2024Updated on Oct 8, 2025132How do I capture dual-pronged arbitrage opportunities with the OKX ETH/BTC Bot?
Combination of coin rise and exchange rate oscillation profit By strategically combining the rise of individual coins with the oscillation profit from exchange rate fluctuations, the bot maximizes returns, especially during market fluctuations.Published on Mar 6, 2024Updated on Sep 10, 202527How do I open and close a futures position?
Perpetual futures and expiry futures users can get return from the rise or fall of crypto prices by going long or short. Opening a position includes: Open Long and Open Short; Closing a position includes: Close Long and Close Short. Here, we use perpetual futures as an example to demonstrate how to open and close positions.On the AppOpen position 1. call, open long When you anticipate the markets will rise, you can choose to go long.Published on Mar 20, 2023Updated on May 7, 2026193How to avoid Honeypot tokens in CeDeFi Trading?
Before making any trade, we strongly recommend thoroughly researching the project's background, including its technical foundation, team, and potential risks, and making decisions carefully based on that information. In addition, DEX only provides an on-chain interaction entry point. On-chain projects carry inherent risks, and the platform can't guarantee that all tokens have sufficient liquidity or security.Published on Sep 30, 2025Updated on May 22, 20263What is Simple Option?
It's useful when you expect the market to rise or fall significantly but are concerned about sudden reversals that may cause large losses or forced liquidation. When you trade with Simple Option, you're actually buying an option contract.2. Why doesn't Simple Option have a risk of liquidation? When you buy a Simple Option, you're purchasing an option contract.Published on Sep 17, 2025Updated on May 15, 2026166How do I handle account restrictions on OKX?
We strongly recommend pausing any transactions with the other party and refraining from transferring your assets out during this period to avoid any irreversible financial loss. Note: Crypto fraud are on the rise. Do not click on unofficial links or scan QR codes from unknown sources, and never share your account information with anyone. If you're engaging in transactions, please proceed with caution to keep your account and funds safe. For reference: High-Risk Withdrawal Fraud Prevention GuidePublished on Mar 17, 2023Updated on Apr 29, 2026922How do I automate grid trading strategies on spot grid crypto trading bot?
This feature enhances your trading strategy to perform optimally in diverse market conditions, including rising and falling markets, not limited to sideways only.When do I use trailing settings? Trailing settings can be particularly beneficial in volatile markets where prices can rapidly move up or down. It enables you to capture opportunities and adapt your trading strategy to changing market conditions.Published on Feb 29, 2024Updated on May 19, 20261,782What are the reasons for my spot copy trade order fail?
If the market experiences a significant fluctuation and the price rises to 20,200 when the copy trader is placing their order, our slippage protection will automatically cause the copy trade to fail.Lead trader-related reasons1. Exceeded the maximum total purchase value Because of the liquidity and market depth of different cryptocurrencies, we’ve set a maximum limit for how much crypto lead traders can buy through lead trade orders.Published on Oct 13, 2023Updated on Feb 9, 202669Expiry futures (App/Web)
Users can choose Long (Buy) or Short (Sell) to profit from the rise or fall in digital asset prices. Expiry futures have fixed settlement periods. The expiration date of an expiry futures can be referenced in the contract name, such as BTCUSD-26SEP25, which means the contract expires on September 26, 2025.App1. Fund transfer OKX expiry futures are divided into crypto-margined futures and USDT-margined futures.Published on Mar 20, 2023Updated on May 22, 202610How does leverage work in X-Perps trading?
It doesn't guarantee better results, it changes your exposure and risk.What leverage means in practiceHigher leverage A higher leverage setting generally means: A given price move has a larger effect on your position relative to posted margin Less adverse movement may be required before risk increases significantly Liquidation risk may rise faster if the position moves against youLower leverage A lower leverage setting generally means your position may have more room to move before the margin becomesPublished on Apr 9, 2026Updated on Apr 30, 2026How do I manually set up futures grid trading bot?
Traders using a long grid strategy profit from rising prices. Short: this strategy involves selling futures contracts with the expectation that the price of the underlying asset will decrease. Traders using a short grid strategy profit from falling prices. Neutral: this strategy involves a balanced approach, where the trader doesn't have a strong directional bias on the price movement of the underlying asset.Published on Jun 6, 2024Updated on Mar 31, 2026103What's Dual Investment and how do I use its auto-renewal?
We offer two auto-renewal strategies – Basic and Advanced.Published on Nov 7, 2023Updated on Apr 12, 20261,541How do I trade options?
Call Option When you anticipate that the Markets will rise in the future, you can choose a call option. 1. Buy to open a long position Experienced professional users can choose the Advanced Options, which offers a wider variety of option types.Published on Mar 20, 2023Updated on May 15, 202641What's an OKX Flexible Loan?
If your LTV rises due to collateral depreciation, you'll be prompted to add collateral or repay part of the loan to avoid liquidation. Flexible repayment: No fixed terms, no maturity dates. Repay anytime, in any amount. Interest accrues hourly, and you only pay for what you use.What are the tokens that's available for loan? We provide a diverse selection of over 150 cryptocurrencies on its platform, which users can utilize as collateral to secure loans.Published on Dec 8, 2023Updated on May 8, 2026128How do I stay safe from phishing SMS using the name OKX?
We’ve recently seen a rise in reports from users receiving fraudulent SMS messages with “OKX” as the sender name. These phishing messages are crafted to look official and may contain urgent alerts.Scammers use these tactics to create a sense of urgency and panic, pushing users to act quickly without verifying the information.What are the common scam tactics? Impersonation tactics: Fraudsters may use the official OKX name to appear legitimate.Published on May 9, 2025Updated on Mar 4, 2026323