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Elective professional client status FAQ
Note: your status changes only after all three steps have been completed.Can OKX automatically change my status to elective professional? No. Elective professional status must be requested by you. We can't move you into this category without you initiating the process.Is elective professional client status available for all OKX products? No. On our platform, elective professional client status is currently available for X-Perps.Published on Sep 8, 2026Updated on Sep 8, 2026What onboarding information is required for the non-profit organization (NPO)?
Complete the verification process by filling out the template below. Sign, scan, and upload the account opening authorization form (a board resolution containing such authorization is also acceptable). Learn more about the types of institutions that are supported by us here.Published on Oct 13, 2023Updated on Aug 25, 202681What onboarding information is required for the government-owned enterprise?
Directors: Persons elected or appointed to serve on the board of directors of the government-owned enterprise. These persons govern and oversee the government-owned enterprise and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the government-owned enterprise.Published on Oct 13, 2023Updated on Aug 25, 202673What onboarding information is required for a fund?
Directors: Persons elected or appointed to serve on the board of directors of the fund. These persons govern and oversee the fund, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the Privately Owned Company.Published on Oct 13, 2023Updated on Aug 19, 2026132What onboarding information is required for a privately owned company?
Directors (if any): Persons elected or appointed to serve on the board of directors of the privately owned company. These persons govern and oversee the privately owned company, and are responsible for its high-level strategy, operations, and accountability. UBOs (Ultimate beneficial owners): Persons who ultimately own and/or who exercise ultimate control over the privately owned company.Published on Oct 13, 2023Updated on Aug 5, 2026295What onboarding information is required for a Publicly Traded Company?
Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company. These persons govern and oversee the publicly traded company, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the publicly traded company.Published on Oct 13, 2023Updated on Aug 25, 202682How do I set up indicators on the chart?
To save your settings across sessions, select Template > Save as at the bottom of the panel. To restore defaults, select Template > Reset to default.FAQCan I use indicators on all chart types? Yes, indicators are compatible with all chart types on our platform.Can I modify the existing indicators? Yes, you can modify pre-existing indicators from the Indicators library to create customized versions that match your preferences.Published on Nov 30, 2024Updated on Aug 5, 202616Formal Complaint Handling Process - OKX EEA
You may find the complaint template in the table below: Language Template Bulgarian Click here Croatian Click here Czech Click here Danish Click here Dutch Click here English Click here Estonian Click here Finnish Click here French Click here German Click here Greek Click here Hungarian Click here Irish Click here Italian Click here Latvian Click here Lithuanian Click here Maltese Click here Polish Click here Portuguese Click here Romanian Click here Slovak Click here Slovenian Click here SpanishPublished on Jan 23, 2025Updated on Aug 5, 202620TradFi X-Perps vs Real Stocks FAQ
OKX may introduce synthetic dividend adjustments in a future product phase.Can I vote as a shareholder if I trade a TradFi X-Perp? No. X-Perps don't provide voting rights. Because you don't own the underlying share, you can't vote on shareholder matters, corporate governance decisions, or company proposals.What happens if there's a stock split?Published on Jun 9, 2026Updated on Aug 13, 2026How do I use the chart trading layout?
Go to your workspace > Select More > Delete > Confirm After selecting a workspace, you can modify its templates and enable/ disable widgets such as Trading data, Markets and data window and Top movers etc. Open your workplaces on the trading page On the App: 1. Tap Trade and select the trading style 2. Tap the three dots > Settings > Interface 3. You can choose different styles for displaying chart positions (Top, Bottom or None)How do I unhide the candles chart? 1.Published on Jan 29, 2024Updated on Aug 5, 2026128What onboarding information is required for a Trust?
For example: Trust deed Complete the following template to finish verification Sign, scan, and upload the account opening authorization letter (a board resolution containing such authorization is also acceptable) The above information is only used for completing institutional verification. If you have any questions, please contact customer support or send an email to support@okx.com.Published on Oct 13, 2023Updated on Aug 25, 2026135Tokenized assets in Europe: what Tokenized Stocks are and how do I use it?
They provide economic exposure, are represented on our platform in standardized share-equivalent units and don't give you direct ownership or voting rights in the underlying company.Published on Sep 8, 2026Updated on Sep 24, 2026What onboarding information is required for a family office?
Directors: Persons elected or appointed to serve on the board of directors of the Family Office. These persons govern and oversee the family office, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the family office.Published on Oct 13, 2023Updated on Aug 26, 202684What onboarding information is required for a privately owned financial institution?
Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution. These persons govern and oversee the privately owned financial institution, and are responsible for its high-level strategy, operations, and accountability. Ultimate beneficial owners: Persons who ultimately own and/or who exercise ultimate control over the privately owned financial institution.Published on Oct 13, 2023Updated on Aug 25, 2026247TradFi X-Perps Introduction FAQ
You do not receive shareholder rights, voting rights, or dividends. What you own is the position itself, a contractual claim on price performance, entitling you to the profit or loss from closing the position, plus any funding rate receipts or obligations while the position is open.How are Index X-Perps different from investing in ETFs? OKX X-Perps like SPYUSD Perp and QQQUSD Perp track the price of an ETF unit but do not give you ownership of the ETF units themselves.Published on Jun 9, 2026Updated on Aug 13, 2026