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How do I navigate to and customize notification settings?
Below are the steps to navigate and customize your notifications according to your preference: Load your app and select Menu Enter into the profile section via Menu Select your Profile and settings in the top menu to load User Center Enter the User Center section Select Preferences. In this section, you'll be able to view and update the settings of your app accordingly, from the language up till the market indicators style.Published on Oct 8, 2025Updated on May 29, 202618What are Source of Funds (SoF) and Source of Wealth (SoW)?
Navigating the requirements for proving the legitimacy of funds in financial transactions is crucial for maintaining compliance and transparency. Income is generally divided into two categories: Source of Funds (SoF): specifies where the money for a particular transaction comes from, such as income, savings, loans, or the sale of assets. Notes: If you have multiple sources of funds, please select the one that is recent and primary for your deposit.Published on Dec 24, 2024Updated on Jun 5, 2026861Tax Center General FAQ
Starting with the 2025 tax year, OKX is required to issue this form to report sales, trades, or exchanges of digital assets to both you and the IRS.What transactions trigger a Form 1099-DA? You will receive a 1099-DA if you engage in any of the following taxable events: Crypto to Fiat: Selling crypto (like Ethereum) for US Dollars. Crypto to Crypto: Swapping one token for another (for example, BTC for SOL).What information is reported on the 1099-DA?Published on Nov 25, 2024Updated on May 29, 202615How do I manage my tax account and documents?
To update your SSN, TIN, or legal name: Navigate to the Tax Center Select Update Profile or Contact OKX Help You will be connected with our support team to complete the update You can check with us to update your SSN or Taxpayer IDPublished on Nov 4, 2025Updated on May 29, 2026How do I fix errors when submitting my institutional verification?
Use the progress bar on the side to navigate and fill out any remaining sections. Note: Document should be an original copy (preferably in PDF file format), clear quality, and smaller than 20MB. Please clear your browser’s cache and cookies, and restart your browser before trying again. Navigate the status of your details via the progress bar Learn more on how you can fix the errors on your Institutional account application here.Published on Oct 10, 2024Updated on May 29, 202660How do I identify OKX official accounts?
Note: you can also use YouTube username to verify.LinkedIn Go to the LinkedIn page, copy the page link. Copy the page link to verify the page validity Go to our channel verification to verify the page link. You can refer to the How do I verify OKX accounts section to learn more about how to verify the link.Medium Go to the Medium page, copy the page link. Go to our channel verification to verify the page link.Published on Aug 11, 2023Updated on May 29, 20265,383How do I set up indicators on the chart?
Navigate to the Trade option on the main menu and select Spot or Futures based on your preference Once the chart is loaded, locate the Indicators option in the main toolbar and select it to open the list of available indicators Note: each chart type has a different set of indicators.Published on Nov 30, 2024Updated on May 29, 202615Accounting methods and cost basis
Navigate to Your tax summary > Settings to select your preferred method. Please note that changes only apply to future transactions. An example of what your tax summary looks likePublished on Nov 4, 2025Updated on May 29, 2026How do I change and reset my chart layout?
By following these simple steps below, you’ll be able to restore your interface quickly and get back to trading without any hassle: Navigate to the Chart settings menu at the side menu of your trading screen Select Settings to load the menu Look for the Reset option in the chart settings menu to reset the existing settings Select Reset to change the layout back to the default settings Confirm your selection to revert all widgets, charts, and settings to their default positions and configurationsPublished on Nov 27, 2024Updated on May 29, 202619How do I secure my account after detecting unusual activity?
If you spot anything unusual in your account settings, make sure to review and refresh these key security settings:Account password You can change your login password by following these steps: Open your OKX App Select the Menu option Open User Center page Navigate to Profile and Settings Select Security Choose Login Password and follow the prompts to update it Note: it's recommended to use a strong password that includes a mix of lowercase and uppercase letters, numbers, and special characters.Published on Mar 21, 2025Updated on May 29, 202634How do I use a physical security key to protect my account?
To set it up: Go to Profile & Settings on okx.com Navigate to the Authenticator App binding page and copy the key provided Use your hardware device to store the key and generate verification codes This method provides enhanced security for actions that require one-time password input.Where can I use the physical security key?Published on Jan 10, 2025Updated on May 29, 202619,577How do I turn on my trade confirmation for your order, "Close all", and Reverse position trades?
Learn how you can turn on the trade confirmation as below: Navigate to the Chart settings menu at the side menu of your trading screen Select Settings to load the menu Select Trade Confirmations under Settings Once the Settings option is loaded up, select Trade confirmations You can turn on the notification alert for your order confirmation, aside from "Close all" and Reverse position Toggle on the trade confirmations of your preference If you're wondering how you can turn on the cool-off period,Published on Nov 28, 2024Updated on May 29, 202612How do I adjust the color theme of the trading interface?
Follow below instructions to adjust the color theme of the trading interface: Navigate to the Chart settings menu at the side menu of your trading screen Select Settings to load the menu Select Interface and choose from predefined themes (dark mode or light mode) Select your preferred theme and interface from the Interface option If you're wondering how you can change the chart type, visit here.Published on Nov 27, 2024Updated on May 29, 202624Why is my deposit locked?
Deposit locked due to P2P T+N risk control being triggered When you're buying crypto through P2P trading, our risk control system will comprehensively assess your transaction risks and impose N-day restrictions on the withdrawal and P2P sales of the equivalent amount of assets in your transaction. It's recommended that you wait patiently for N days and the system will automatically lift the restriction.2.Published on Dec 19, 2023Updated on May 29, 2026987How do I remove my debit or credit card?
You'll need to re-enter your card details if you want to use it again.On the web Go to okx.com and select Deposit in the navigation bar. Select the Cash tab, then select your cash currency. Select Visa/Mastercard as the deposit method. Tap Select next to your card info, then select Manage. OKX web deposit page with Visa/Mastercard and Select option Tap the remove icon next to the card you want to remove.Published on Apr 21, 2026Updated on Apr 30, 20261