How to Use OKX?

OKX is one of the world's fastest-growing crypto exchanges. Whether you're exploring crypto for the first time or searching for advanced trading and asset management tools, OKX and the OKX exchange deliver a robust, all-in-one platform for users worldwide. In this guide, you’ll master everything from creating your account to safeguarding your assets and harnessing powerful trading features.

We'll walk you through signing up, buying and selling crypto, exploring the OKX wallet and trading bots, using TradingView, adopting safety measures, and maximizing OKX’s full range of features step by step. Whether you’re on desktop or mobile, this beginner guide to OKX has you covered.

What Is OKX?

OKX is a leading cryptocurrency exchange and global digital asset ecosystem, offering an all-in-one platform for trading, investing, earning, and managing crypto assets. Launched in 2017, the OKX exchange now serves millions of users in over 180 countries, cementing its reputation as a trusted choice for both beginners and advanced traders.

The platform includes:

• The core OKX Exchange for spot, futures, options, and margin trading
• The OKX Wallet (mobile and browser extension) for secure asset storage and NFT management
• A full-featured OKX App for trading on the go
• Its own NFT marketplace, plus access to DeFi earning products

OKX’s all-in-one design means you can trade, invest, store, and earn rewards on a single, secure platform. This integrated approach sets OKX apart from competitors that focus on only one area, making it a versatile choice whether you want to buy Bitcoin, mint an NFT, or simply keep your crypto safe.

How to Open an OKX Account

Creating your OKX account is quick and straightforward, whether you use the website or the mobile app.

Step-by-step sign-up (Web)

1. Go to OKX.com and click "Sign Up."
2. Enter your email or phone number, create a strong password, and submit.
3. Check your inbox or phone for a verification code. Enter it to finish registration.

Mobile App Setup

1. Download the "OKX" app from the Apple App Store or Google Play Store.
2. Tap "Sign Up," provide your email or phone, set a password, and confirm.
3. Verify your account using the received code.

OKX’s streamlined onboarding lets most users create an account in under three minutes. The mobile-first design means seamless switching between devices and full access to trading, wallet, and support tools.

💡 Pro Tip: Use a unique email and a strong password for maximum account security.

Does OKX Require KYC?

Yes, OKX requires Know Your Customer (KYC) verification for certain activities. There are multiple KYC levels:

• Level 1: Basic info (email, phone); allows limited deposits and trading.
• Level 2: Government ID upload & selfie; unlocks higher limits, full trading features, and withdrawals.

KYC improves platform security, helps prevent fraud, and is necessary for regulatory compliance and the safety of your assets. Completing KYC also speeds up withdrawals and access to advanced features.

Is OKX Available in the US?

Currently, the full OKX exchange is not available to US residents due to regulatory restrictions. US users cannot access crypto trading, deposits, or withdrawals. However, some decentralized services like the OKX Wallet remain accessible. Always check the latest compliance updates if you live in the US.

How to Fund Your OKX Account (Deposit & Withdrawals)

Funding your OKX account is simple, with a variety of deposit and withdrawal methods for both crypto and fiat currencies.

Deposit Options:

• Cryptocurrency: Deposit coins or tokens from an external wallet.
• Bank Cards (Visa/Mastercard): Buy crypto directly with a debit/credit card.
• P2P Market: Purchase crypto peer-to-peer using local payment methods.
• Third-Party Services: Partner providers like Simplex or MoonPay for fiat-to-crypto purchases.

Step-by-step: Funding on Desktop

1. Login and click "Assets" then "Deposit."
2. Choose your deposit type (e.g., USDT, BTC or fiat conversion).
3. Copy your OKX wallet address (for crypto) or select a payment gateway.
4. Follow on-screen prompts to complete the transfer.

Funding on Mobile App

1. Tap “Assets,” then "Deposit."
2. Pick your coin or payment method and follow the instructions.

Withdrawals

• For crypto: “Withdraw” from “Assets,” paste your destination address, choose a network, confirm, and enter 2FA code.
• For fiat: Use supported P2P services to sell crypto and receive funds via your preferred payment method.

💡 Pro Tip: Double-check the network and address before depositing or withdrawing. Errors can result in lost funds.

Navigating the OKX Interface (Web & Mobile)

The OKX interface is beginner-friendly yet powerful, with quick access to all major features.

Dashboard Overview:

• Trade: Buy, sell, or convert crypto instantly.
• Wallet: View account balances, deposit/withdraw, and manage assets.
• Earn: Explore staking, savings, and DeFi products to grow your crypto.
• Support: Access 24/7 customer service, FAQs, and tutorials.

Switching Between Markets & Trading Types

• Use the top navigation bar (web) or bottom app bar (mobile) to switch between spot, futures, options, and other trading pairs.
• Access your wallets, trading bots, or the NFT marketplace from the same interface.

Mobile Tips:

• Swipe between tabs for rapid trading or asset management.
• Enable app push notifications for trade alerts and security notifications.
• Find 2FA and security shortcuts in the "Profile" or "Settings" section.

💡 Pro Tip: Bookmark the OKX dashboard on your mobile home screen for faster access.

How to Trade on OKX: Step-by-Step Walkthrough

Ready to place your first trade? Here’s how to buy and sell crypto on OKX.

Spot Trading Tutorial (Web):

1. Go to “Trade” > “Basic Trading”.
2. Choose your market (e.g., BTC/USDT).
3. Select order type: Market, Limit, etc.
4. Enter trade amount and confirm the buy or sell order.

Mobile Trading Steps:

1. Open OKX app, tap “Trade”.
2. Pick a trading pair (search "BTC/USDT", for example).
3. Tap “Buy” or “Sell”, set your order type and enter amount.
4. Review and submit your order.

Common Beginner Mistakes:

• Failing to check the order type (market vs. limit)
• Entering incorrect trade amounts
• Neglecting to enable 2FA

OKX supports both simple swaps for beginners and advanced trading tools for seasoned investors.

💡 Pro Tip: Try demo trading with an OKX demo account to practice strategies risk-free before committing real funds.

OKX Order Types Explained: Market, Limit, Stop & More

OKX provides a range of order types to support every trading strategy:

Maker vs. Taker Fees:

• Maker: Adds liquidity (placing non-instant order); lower fee
• Taker: Removes liquidity (fills instantly); slightly higher

Order flexibility—paired with OKX’s competitive maker/taker fees—allows traders to execute sophisticated or simple strategies with ease.

TradingView Integration: Chart Like a Pro

OKX’s seamless TradingView integration lets you chart and trade with professional-grade tools.

How to Connect OKX to TradingView:

1. Open "TradingView" in your browser or app.
2. Log in (or create) your TradingView account.
3. Add OKX as a linked broker/exchange under "Trading Panel."
4. Authorize and connect your OKX account—now you can trade directly from TradingView.

Benefits:

• Deep analytics and custom indicators
• Visual backtesting and drawing tools
• Execute trades from within TradingView, synced to your OKX account

Mobile & Desktop Tips:

• On OKX app: Tap “Charts” > “Advanced” to jump to TradingView mode
• On desktop: Save templates and indicators for fast access every session

OKX’s multi-device TradingView workflow stands out for active and technical traders who value flexibility.

OKX Wallet Features & Security

The OKX Wallet is your secure hub for managing cryptocurrencies and NFTs within the OKX ecosystem.

Wallet Overview:

• Use the in-app wallet, browser extension, or the standalone OKX Web3 wallet for asset management.
• Supports hundreds of assets including Bitcoin, Ethereum, USDT, and numerous NFTs.
• Easily access DeFi, swap, and staking modules all in one place.

Security Features:

• Two-factor authentication (2FA)
• Anti-phishing codes and withdrawal whitelists
• Private key backup and recovery tools with step-by-step instruction

💡 Pro Tip: Always enable 2FA and back up your recovery phrase securely.

With robust asset storage, NFT support, and user-friendly security defaults, the OKX Wallet is suitable for both casual users and advanced collectors. Learn more at the crypto wallet

Fees & Discounts: Understanding OKX Costs

OKX is known for its transparent and competitive fee structure.

Key Fees:

• Spot Trading: 0.08% maker / 0.10% taker (lower for VIPs)
• Withdrawals: Variable by asset, competitive across industry
• Futures/Options: Similar low-rate maker/taker scheme

Discounts:

• Increased 30-day volume and holding OKB (OKX’s native token) unlock even lower fees
• VIP tiers offer further discounts for high-volume pro traders

Compared to other top exchanges, OKX’s fee policy is among the industry’s best.

Safety Tips: Account Protection, 2FA, and KYC

Security is critical when trading or investing in crypto. OKX protects users with industry-leading features and practices:

• Use a unique password (12+ characters with numbers/symbols)
• Enable 2FA via authenticator apps (not SMS when possible)
• Activate anti-phishing codes to recognize legitimate OKX emails
• Only use the official support page for help—beware of imposters

KYC verification ensures account ownership, adds withdrawal protection, and helps recover accounts if access is lost.

💡 Pro Tip: Never share your 2FA backup or passwords with anyone—even if they claim to be OKX support.

Risk Disclaimer: Crypto trading involves risk. Do your own research, never invest more than you can afford to lose, and beware of scams.

Trading Bots, Copy Trading & Automation

OKX offers powerful automation tools to help users trade smarter and save time.

Trading Bots:

• Types include grid bots, DCA (dollar-cost averaging), arbitrage, and more
• Set parameters (like grid size/range or DCA amount) and let the bot execute trades automatically

Getting Started:

1. Go to "Trade" > "Trading Bots"
2. Select a bot type and fill in your strategy details
3. Review AI-recommended settings or customize
4. Activate the bot and monitor its performance in real time

Copy Trading:

• Follow and copy portfolios/strategies of professional traders directly on OKX
• Useful for beginners who want to learn or diversify without managing every trade manually

Automation with OKX’s trading bots and copy features empowers users to participate in markets 24/7, even if they can’t trade actively.

OKX Mobile App: Trade Anywhere

The OKX mobile app, available for iOS and Android, brings the full power of your account to your pocket.

Walkthrough:

• Onboard within minutes using email/phone
• Deposit, withdraw, and trade across 300+ crypto pairs
• Access push notifications for price alerts and trade fills

Mobile-Exclusive Features:

• In-app earn modules and staking
• Fingerprint/faceID login and security
• Real-time chat with support

Troubleshooting Tips:

• Update to the latest app version for new features and bug fixes
• Contact support via in-app chat for any issues

App Store ratings consistently praise the OKX app for speed, reliability, and intuitive UI.

Proof-of-Reserves & Asset Transparency

Proof-of-reserves (PoR) is a method for exchanges to verify, in real time, that they hold enough assets to match customer balances.

On OKX:

• Regular, transparent audits published to the PoR dashboard
• Users can verify their own balance on-chain at any time with self-check tools

Following well-known industry failures, OKX’s commitment to real-time PoR shows its dedication to transparency—a critical trust factor for users.

Insurance Fund & Customer Asset Protection

User safety is backed by multiple layers at OKX:

• Insurance Fund: OKX maintains an emergency reserve to cover unexpected losses from system issues or security incidents.
• Cold Storage: Majority of assets held offline, away from attackers
• Contingency Planning: In the unlikely event of bankruptcy or theft, insurance funds are used to compensate affected users as per policy

OKX’s approach to user protection aligns with, or exceeds, industry standards for leading exchanges.

OKX NFT Marketplace & Earn Features

OKX’s NFT Marketplace makes trading and collecting digital assets easy and accessible. Users can:

• Trade NFTs across multiple blockchains
• Mint, buy, or sell digital collectibles with low fees
• Use the in-app NFT wallet for safe storage

Earn Features:

• Access DeFi staking, launch pools, and fixed/flexible savings directly from OKX
• Earn crypto rewards by locking tokens or providing liquidity

OKX’s breadth of innovation lets users manage, grow, and diversify their portfolios seamlessly—whether in crypto or NFTs. Visit the NFT marketplace for more details.

Frequently Asked Questions

What is OKX?

OKX is a global crypto exchange and digital asset platform offering trading, wallet, DeFi, and NFT features through its app and web ecosystem.

Is OKX safe?

OKX employs robust security with 2FA, proof-of-reserves audits, insurance funds, and advanced asset protection measures. Always secure your account with a strong password and enable 2FA to further safeguard your funds.

Can you use OKX in the US?

No, OKX does not allow US residents to trade or use core exchange features due to regulatory restrictions. Some decentralized services like the OKX Wallet may still be available.

Does OKX require KYC?

Yes. OKX requires KYC for full trading and withdrawals. There are tiered KYC levels—higher tiers unlock increased limits and features. KYC ensures secure, compliant trading.

How to withdraw money from OKX?

To withdraw, go to “Assets,” select “Withdraw,” choose your coin or fiat, enter the destination address/payment details, confirm withdrawal, and complete 2FA. Always double-check your transfer information.

How can I delete my OKX account?

To delete your OKX account, open account settings, select “Delete Account,” and follow verification steps. You may also pause or disable the account temporarily, or contact support for help.

Conclusion

OKX stands out as a premier crypto exchange and digital asset platform, offering unmatched breadth of features, robust security measures, and state-of-the-art trading tools. Its all-in-one approach, from trading to staking to NFTs, makes it ideal for both new and experienced users.

Key takeaways:

• Intuitive onboarding and mobile-first platform
• Comprehensive product suite (trade, earn, wallet, NFTs)
• Industry-leading security and transparency
• Competitive fees and advanced trading features

Try OKX today to explore everything from wallets to trading bots, and join millions who trust OKX for their crypto journey.