All
FAQ
Announcements
Product documents
How do I trade with different order types?
It activates only when the market reverses by that specified amount, closing the trade if the price shifts direction by a set percentage or dollar value.How do I place a Trailing Stop order? Select Trailing Stop from the order types Set the trailing by Constant or Percentage How you can place a Trailing stop order Confirm the orderWhy should I use Trailing Stop order?Published on 18 Jun 2024Updated on 12 Feb 2026386What's Smart Strategies?
How do spot dollar-cost averaging (DCA) bot smart strategies work? Conservative, moderate, and aggressive smart strategies indicate how aggressive a trading bot is when executing the DCA strategy. More aggressive settings tend to execute safety orders in smaller price steps. They also have more flexible stop loss conditions and a higher tolerance for the number of safety orders.Published on 7 Mar 2025Updated on 17 Nov 20251What's Futures DCA bot and how do I maximize my efficiency with automated crypto trading through it?
It can also be used if you have a high degree of confidence in the ultimate direction of a particular asset, and want the flexibility to gain better entry positions based on technical indicators, or customize the price step or volume multipliers on safety orders. By doubling your position size after each losing trade, you may recover your losses if the market eventually moves in your favor.How can Futures DCA bot help me?Published on 3 Apr 2024Updated on 28 Jan 202681How does futures spread trading work on OKX Liquid Marketplace?
Spread trading involves taking two futures positions in opposite directions: one long, one short. The idea is to make money off the price difference between the two futures – which are also called the two legs of the strategy. The profit a trader makes from this trade comes from the price difference, or spread, between those two contracts. That’s why this strategy is called market neutral; the underlying asset’s price direction does not influence its profitability.Published on 13 Mar 2024Updated on 10 Sept 20256What onboarding information is required for a family office?
“Ultimately owns” and “ultimate effective control” refer to situations in which ownership/control is exercised through a chain of ownership or by means of control other than direct control. Authorized users: Persons who have access to and can operate your institution’s OKX account.What'll a family office need to consider for the onboarding process?Published on 13 Oct 2023Updated on 12 Feb 202667What 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?
“Ultimately owns” and “ultimate effective control” refer to situations in which ownership/control is exercised through a chain of ownership or by means of control other than direct control. Authorized users: Persons who have access to and can operate your institution’s OKX account.What'll a privately owned financial institution need to consider for the onboarding process?Published on 13 Oct 2023Updated on 27 Sept 2025128How do I level up my trades with Mizar?
Mizar bot: Mizar's DCA (Dollar-Cost-Average) bots can be a great tool because they allow users to automate their cryptocurrency investments. For example, traders can spread their trades of certain cryptocurrency assets over time, making it easier than buying all at once. They can also set up rules such as taking profit, trailing, or more and manage their bots from external platforms such as TradingView.Published on 28 Mar 2024Updated on 2 Jan 20265What could be the reasons behind the failures of my futures copy trades?
Lead trader Position size exceeds the maximum limit When the total value of positions held by a trader and their copy traders reaches the maximum position limit for a particular contract and direction, copy traders will stop opening positions for that contract and direction. Our support center has more details on limits for futures copy trading and spot copy trading.Published on 1 Sept 2023Updated on 12 Feb 2026202What's Private Copy Trading?
Invitation scope: set who can use this link to copy trades Direct invitees: invitees that lead traders directly invited through the OKX Affiliate Program. All invitees: both direct invitees and invitees invited by your sub-affiliates through the OKX Affiliate Program. All traders: all copy traders, including those not invited via the OKX Affiliate program after configuring all above information. Select Confirm to generate the invitation link.Published on 29 Aug 2023Updated on 4 Mar 20261,742What onboarding information is required for the government-owned enterprise?
“Ultimately owns” and “ultimate effective control” refer to situations in which ownership and control are exercised through a chain of ownership or by means of control other than direct control. 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.Published on 13 Oct 2023Updated on 19 Mar 202661What onboarding information is required for a fund?
“Ultimately owns” and “ultimate effective control” refer to situations in which ownership/control is exercised through a chain of ownership or by means of control other than direct control. 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.Published on 13 Oct 2023Updated on 12 Feb 2026112How do I update my login password?
select Forgot your password Select Forgot your password after inserting your phone number or email address Enter your phone number or email address and select Confirm Fill in the below information and select Next: New login password 8-32 characters long 1 lowercase character 1 uppercase character 1 number 1 symbol Confirm new password You'll be prompted to complete the Security authentication by inserting your 2-factor authentication code and select Confirm Your New password will be updated and directPublished on 22 Aug 2023Updated on 15 Oct 202528What's the Spot DCA (Martingale) bot and how do I use it?
Martingale is one form of Dollar Cost Averaging (DCA). The DCA (Martingale) bot is a trading bot that allows you to purchase crypto at multiple price levels if the price of the asset falls and aims to sell it for a profit if your target is reached. This bot aims to help you achieve a better average buying price by automatically placing additional buy orders if the price falls. If your profit target is reached, the bot automatically sells your crypto holdings.Published on 29 Apr 2025Updated on 17 Nov 2025How do I capture dual-pronged arbitrage opportunities with the OKX ETH/BTC Bot?
Here's a breakdown of its mechanics: Capture opportunities in both directions When Bitcoin (BTC) rises against Ethereum (ETH), the bot strategically converts a portion of BTC into ETH at a lower rate (Strong BTC buys weak ETH), patiently waiting for the anticipated rebound. Simultaneously, users enjoy gains from their BTC holdings as the market dynamics play out.Published on 6 Mar 2024Updated on 10 Sept 202527