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What onboarding information is required for a Trust?
Upload a photo or scanned copy of the key person’s ID document Please upload both the front and back sides of the ID card. If the ID card does not have a back side, uploading the front side or the photo page is sufficient. What'll a Trust need to consider for the onboarding process? Identify all key parties Identify all parties involved in the trust, including the trustee, beneficiaries, grantors, and any authorized users.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ112How do I protect my account from Trojan horse takeovers?
Remotely control your device Hackers may operate your computer as if they were sitting in front of it, without your awareness. Disable your antivirus software To avoid detection, some malware turns off your security tools or blocks software updates. Display fake pop-ups You may see convincing prompts asking for two-factor authentication codes or other sensitive data.How does the Trojan horse take over our OKX account?Published on May 30, 2025Updated on Feb 5, 2026FAQ10What onboarding information is required for the government-owned enterprise?
Authorized users: Persons who have access to and can operate your institution’s OKX account.Upload a photo or scanned copy of the key person’s ID document Please upload both the front and back sides of the ID card. If the ID card does not have a back side, uploading the front side or the photo page is sufficient. What'll a government-owned enterprise need to consider for the onboarding process?Published on Oct 13, 2023Updated on Mar 15, 2026FAQ61What onboarding information is required for a fund?
Authorized users: Persons who have access to and can operate your institution’s OKX account.Upload a photo or scanned copy of the key person’s ID document Please upload both the front and back sides of the ID card. If the ID card does not have a back side, uploading the front side or the photo page is sufficient. What'll a fund need to consider for the onboarding process?Published on Oct 13, 2023Updated on Feb 12, 2026FAQ108What onboarding information is required for a privately owned company?
Upload a photo or scanned copy of the key person’s ID document Please upload both the front and back sides of the ID card. If the ID card does not have a back side, uploading the front side or the photo page is sufficient. What'll a privately owned company need to consider for the onboarding process? Identify all key parties Identify all key parties involved in the privately owned company, including the corporate officers, directors, ultimate beneficial owners, and any authorized users.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ273Crypto Tax Reporting
There's a distinctive question on the front page of form 1040 U.S individual tax return asking "at any time during the tax year, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency". The IRS first introduced the question related to virtual currency on Schedule 1 of Form 1040 for the tax year 2019.Published on Sep 24, 2025Updated on Feb 13, 2026FAQHow do I verify OKX's ownership and balance of the wallet address?
To verify the ownership of the following types of addresses, third-party tools can be used to prove that the address belongs to OKX: BTC single-signature address - BTC signature verification tool EVM address - ETH signature verification tool TRX chain address - TRX chain signature verification tool We'll take the BTC single-signature address as an example here: Download and open Audit files Copy a record from the file, including address, message, and signature Copy a record from the file 3.Published on Sep 26, 2023Updated on Jan 26, 2026FAQ995How do I effectively execute a trade with precision?
You can use these tools effectively: Understand mechanics: learn how each tool works and the associated risks. Start small: begin with a small position to get comfortable with the tool. Monitor closely: keep a close eye on your positions, as advanced trading can be highly volatile. Explore our comprehensive range of indicators and tools to identify key resistance and support levels.Published on Jun 21, 2024Updated on Mar 4, 2026FAQ66How do I set up wallet release for my DEX trading wallet?
Developer tools pop-up (Mac): close any pop-ups asking to install developer tools. These are not required. Software installation pop-up (Windows): close any pop-ups prompting you to install additional software.Published on Sep 24, 2025Updated on Nov 17, 2025FAQHow do I manually set up spot grid trading bots?
Now you can set up to 1,000 grids by: Adopting a dynamic order‑hanging mechanism Providing prompts directly on the front‑end Displaying logical orders in a grayed‑out state with helpful tooltips; and Having minimized front‑end modifications to keep the UI simple and efficient.How can I use the integration of Simple Earn in Spot Grid trading bot? If you're running a Spot Grid bot with a wide price range, any unused funds can be put to work through Simple Earn to help you earn extra yield.Published on Jun 6, 2024Updated on Nov 17, 2025FAQ202How do I level up my trades with Mizar?
Mizar is a safe and reliable trading platform with a user-friendly interface and advanced trading tools. Portfolio Management: Mizar users can connect to an unlimited number of exchanges, such as us, and manage all their cryptos and portfolios from one place. Marketplace for Copy Trading: traders can copy the bots of experienced traders with a few clicks and benefit from their track record.Published on Mar 28, 2024Updated on Jan 2, 2026FAQ5Integrating OKX Signal Bot with Runbot.io
With more than 40 different risk management rules at your disposal, you'll have all the necessary tools to effectively safeguard your investments!Step 3: Optimizing your Strategy Now that you have picked your indicators and set up your risk management rules, let’s find the best parameters for your strategy with the Optimizer tool, if you prefer not to do it manually. Optimizing it is where the real magic happens, it’s an exclusive Runbot tool.Published on Nov 8, 2023Updated on Apr 1, 2025Product documentationHow do I use the chart trading layout?
The layout includes fullscreen chart view, direct trading capabilities, and sophisticated drawing tools to elevate efficiency and simplify the trading process. The extended charting screens aid traders in conducting thorough analyses with integrated charting tools, facilitating swift trade executions without scrolling through screens. The interface offers an immersive and user-friendly experience, mirroring the familiarity and functionality of platforms like TradingView and MetaTrader.Published on Jan 29, 2024Updated on Feb 12, 2026FAQ124How do I set up indicators on the chart?
Indicators allow you to tailor chart analysis tools according to your trading strategies, offering more flexibility in analyzing market trends. Setting up these indicators on our charts is a straightforward process. Follow this step-by-step guide to enhance your charting experience.How can I create the indicators?Published on Nov 30, 2024Updated on Sep 10, 2025FAQ14How do I turn on and sync multiple charts on a screen?
Each chart can be set to its own timeframe, making it easy to analyze various timeframes simultaneously.Are all trading tools and indicators available in multi-chart view? Yes, you can apply indicators and tools to each chart individually, just as you would in single-chart mode.Can I adjust the layout of the charts after I’ve set them up? Yes, you can change the layout at any time by selecting a new multi-chart configuration.Published on Aug 9, 2024Updated on Sep 10, 2025FAQ30