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What onboarding information is required for a family office?
What's a family office? Family offices are entities set up to facilitate trading, investing, or other financial transactions using the personal wealth of the companies’ ultimate beneficial owners.Who are the key persons for a family office?Published on 13 Oct 2023Updated on 12 Feb 202666How do I determine my company type and understand which documents I need to prepare?
Corporate secretary: The corporate secretary or governance officer is responsible for maintaining institution records and can provide information about your institution's legal structure. Compliance officer: If your institution has a compliance department, the compliance officer can assist with regulatory compliance matters and confirming institution classification.Published on 13 Oct 2023Updated on 12 Feb 2026129What onboarding information is required for the non-profit organization (NPO)?
Corporate officers: Persons with significant responsibility to control, manage or direct the NPO including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the NPO.Published on 13 Oct 2023Updated on 12 Feb 202671What onboarding information is required for a Publicly Traded Company?
Corporate officers: Persons with significant responsibility to control, manage, or direct the publicly traded company including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company.Published on 13 Oct 2023Updated on 12 Feb 202676What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution.Published on 13 Oct 2023Updated on 27 Sept 2025123OKX Trading Rebate Card - Terms and Conditions
OKX may delay the distribution of Mystery Boxes or rewards due to system issues or other special circumstances. If you haven't received the Mystery Boxes or rewards within 48 hours after the completion of tasks eligible for Mystery Boxes or rewards, please contact customer service, and we'll actively follow up on the situation. OKX has the right to suspend, freeze, and/or seal user accounts and assets within the accounts according to applicable laws or OKX's terms of service.Published on 9 Oct 2023Updated on 8 Jan 2026329What onboarding information is required for the government-owned enterprise?
enterprise, including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on 13 Oct 2023Updated on 19 Mar 202661How do I migrate my email address or phone number to another account? (app)
Please read it carefully and check the agreement boxes Read through the consequences of closing the account Select close account and Yes, I'm sure to confirm the request Enter the 2FA code to complete the request Note: Transfer all the assets before migrating email from the other account, which will be closed to prevent data and asset loss.Published on 22 Aug 2023Updated on 9 Feb 2026589What onboarding information is required for a privately owned company?
To register as a privately owned operating company, you need to provide the information of: At least one corporate officer/manager: Persons with significant responsibility to control, manage, or direct the privately owned company including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other person who regularly performs similar functions.Published on 13 Oct 2023Updated on 12 Feb 2026275How do I migrate my email address or phone number to another account? (web)
Please read it carefully and check the agreement boxes Read through the consequences of closing the account Select close account and Yes, I'm sure to confirm the request Enter the 2FA code to complete the request Note: Transfer all the assets before migrating email from the other account, which will be closed to prevent data and asset loss.Published on 22 Aug 2023Updated on 4 Mar 2026384How do I whitelist OKX Emails?
If the email service provider is pushing OKX emails into your spam folder, you can follow the below instructions to whitelist our email addresses.Gmail Log in to your Gmail account and select Settings and See all settings Open settings page Find the Filters and Blocked Addresses tab and select Create a new filter Create a filter Insert okx.com into the From field and select Create filter Check the box next to Never send it to Spam and select Create filter Select Never send it to Spam optioniCloudPublished on 26 Nov 2024Updated on 8 Sept 202567How do I complete the required tasks shown in the app?
If there's an additional comment box, you may include any extra context that might help with the review. After submission Once you've completed all fields and uploads, our team will review your submission. If you have further questions or need help uploading your documents, feel free to contact us via our chatbot on our Support Center.Published on 3 July 2025Updated on 10 July 202535Which types of institutions are supported by OKX?
Privately owned financial Institution Privately owned company Fund Family office (private investment vehicle) Non-profit organization Trust Government-owned enterprise Publicly traded company If you're wondering about your type of institution, learn more about it here.Published on 29 Jan 2025Updated on 27 Sept 202540How do I turn on the Economic Calendar on the original chart?
On the web Load the trading chart by navigating to the trading page, select the market you wish to trade in (for example, Spot, Futures) Select the Chart settings option Enter the Chart settings by selecting the option from the main menu In the chart settings menu, look for the Events option and check the boxes to turn the feature on before proceed to confirm it Head to Events and select all of the available options Once enabled, economic events will appear as markers or labels on the chart, alignedPublished on 10 Mar 2025Updated on 10 Sept 20253How do I check on updates to my support ticket?
To reply, scroll to the reply box at the bottom of the page. Type your message or attach any supporting files. Click Send or Reply to continue the conversation with our support team. Note: Please continue all discussions about your issue within the original support ticket instead of creating new ones. This ensures our support team can see your full conversation history, understand the context clearly, and resolve your issue more efficiently.Published on 17 Oct 2025Updated on 16 Mar 202641