FAQ

Account, security, and verification

How do I start onboarding as an institutional user?
Published on Oct 10, 2024Updated on Feb 26, 202515
How do I fix errors when submitting my institutional verification?
Published on Oct 10, 2024Updated on Feb 26, 202527
How do I check the status of my institutional verification?
Published on Oct 10, 2024Updated on Feb 26, 202519
Know Your Business (KYB) FAQ
Published on Jan 29, 2025Updated on Feb 17, 202514
Beneficial Ownership FAQ
Published on Oct 10, 2024Updated on Feb 17, 20252
How do I register an account on OKX?
Published on May 23, 2024Updated on Feb 26, 202517,322
Which types of institutions are supported by OKX?
Published on Jan 29, 2025Updated on Feb 17, 20257
How do I create passkeys? (app)
Published on Aug 16, 2023Updated on Feb 26, 20258,108
What are Source of Funds (SoF) and Source of Wealth (SoW)?
Published on Dec 24, 2024Updated on Feb 27, 202539
How do I create passkeys? (web)
Published on Aug 16, 2023Updated on Feb 26, 20252,535
What onboarding information is required for a Trust?
Published on Oct 13, 2023Updated on Feb 17, 202590
What onboarding information is required for a Publicly Traded Company?
Published on Oct 13, 2023Updated on Feb 18, 202566
What attestation do we need to agree to when verifying as an institutional customer?
Published on Feb 5, 2024Updated on Feb 26, 2025106
How do I know if anti-money laundering (AML) program questionnaire is needed for my verification?
Published on Dec 12, 2024Updated on Feb 26, 202532
How do I know what my institution type is?
Published on Oct 13, 2023Updated on Feb 26, 202575

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