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What onboarding information is required for a Trust?
What's a Trust? A trust is a legal arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.Who are the key persons for a Trust? Grantor: The person who creates the trust, funds it with their assets, and decides how the trust will operate. The grantor is also known as the trustor, settlor, or creator.Published on Oct 13, 2023Updated on May 29, 2026FAQ122OKX AI 101
Well-crafted prompts dramatically improve AI output quality. In AI trading, the prompt is the instruction manual you give the AI to describe your trading strategy logic.Three Core Prompting Techniques Zero-Shot: describe the task directly without examples. Best for simple, clear instructions. Few-Shot: provide 2–5 examples to guide the model toward your desired output format. Chain-of-Thought: add 'think step by step' to guide the model through complex reasoning.Published on May 4, 2026Updated on May 29, 2026FAQ4Quick Guide to AI Trading Bot
Unlike traditional programmed strategies, AI strategies require no coding—you simply describe your trading logic in everyday language, and the AI understands and executes it.AI Strategy Creation StepsSelect a Model First, you need to choose a suitable AI model. Different models vary in understanding complexity, response speed, and decision-making accuracy.Published on Feb 2, 2026Updated on May 29, 2026Product documentationHow do I add my emergency contact?
The Emergency Contact feature allows you to designate a trusted individual whom we can reach out to in unforeseen circumstances. If we are unable to contact you after a defined period of inactivity, we will attempt to contact your emergency contact using the information you have provided.How do I add emergency contact?App Log in on your OKX app > Tap the Main Menu icon in the upper left corner > Profile and settings > Security > Emergency contact.Published on Jul 24, 2025Updated on May 29, 2026FAQ302How to add personalized messages for custom price alerts?
With the ability to add personalized messages to these alerts, you can include tailored notes, reminders, or even specific trading strategies to guide your actions when the alert is triggered. This feature not only enhances your trading efficiency but also keeps your alerts aligned with your unique goals and plans, ensuring you remain organized and prepared for every market opportunity.Published on Feb 6, 2025Updated on May 29, 2026FAQ4How do I add OKX widget on my phone?
Long press on homescreen > Select Edit > Add Widget Search OKX Select the preferred widget type and select Add Widget OKX widget is ready to be added at the Add Widget button Drag and drop the widget to the desired position, then select DoneHow do I add lock screen widget? You may choose to add the widget from the lock screen (unlock required) or via the notification center. Your device needs to be on iOS 16 or above.Published on Aug 15, 2023Updated on May 29, 2026FAQ6,143OKX will launch AI/USD for spot trading
To support the growth of the USD ecosystem and meet our users’ diverse trading needs, OKX is introducing the following USD trading pairs in our spot trading at May 22, 2026 11:00 UTC: AI/USD OKX team May 22, 2026Published on May 22, 2026Updated on May 29, 2026AnnouncementsWhat is Agent Trade Kit?
You are solely responsible for independently verifying all information, configuring and supervising automated strategies, safeguarding API credentials, applying least-privilege permissions (including avoiding withdrawal permissions unless strictly necessary), binding trusted IPs, and testing with small amounts before scaling.Published on Apr 29, 2026Updated on May 29, 2026FAQ3OKX to list AI/USDT (Gensyn) for spot trading
OKX is pleased to announce the listing of AI/USDT (Gensyn) on our spot trading markets. Please take note of the following details:Listing timeline AI deposits: Gensyn network will open at May 22, 2026 07:30 UTC . ERC20 network will open at May 22, 2026 07:30 UTC . AI/USDT pre-open will take place from from 09:00 to 10:00 UTC on May 22, 2026. AI/USDT spot trading will open at May 22, 2026 10:00 UTC. AI withdrawals: Gensyn network will open at May 22, 2026 12:00 UTC.Published on May 22, 2026Updated on May 29, 2026AnnouncementsHow do I add funds from portfolio to my Pay balance?
Easily add assets from your portfolio to your Pay balance. If your Pay balance is low, you can top it up anytime from your portfolio. Follow the steps below to complete the process: Go to Simple mode and select Pay from the main menu Select + Add to add funds from portfolio Enter the amount you want to add to your Pay balanceHow do I transfer funds from my Pay balance to portfolio?Published on Feb 11, 2026Updated on May 29, 2026FAQHow do I deposit USD or USDG with Bank transfer (ACH)?
Funds are available for trading immediately On the app Open your OKX app, select Transfer, then Deposit Select Transfer from the homepage You can select deposit USD or USDG balance Select Bank transfer (ACH) and Add account to link your bank account via our trusted partner, Plaid, which securely connects your bank account to OKX, making it easy to fund your account Select Bank transfer (ACH) option to kickstart cash deposit Select add a bank account Select Continue to add your account via Plaid AfterPublished on Jan 10, 2025Updated on May 29, 2026FAQ2What's a futures trading bot and how do you automate trades with it?
Like spot grid, the easiest way to use the futures grid trading bot is with the backtested AI strategy. After selecting your trading pair, select Copy AI strategies Copy AI strategies effortlessly after selecting the trading pair Select the strategy you want to use. Then select Copy Several strategies are available to be copied Next, you can customise the parameters such as leverage and margin and add an optional take profit or stop-loss order.Published on Dec 26, 2023Updated on May 29, 2026FAQ36How do I automate grid trading strategies on futures grid trading bot?
Like spot grid, the easiest way to use the futures grid trading bot is with the back-tested AI strategy. It's as below: Select your trading pair before selecting Copy AI strategy Select the Copy AI strategies option to launch the list of strategies Select the strategy you want to use. Then, select Copy Copy your preferred AI strategy after selecting your trading pair Next, you can customize the parameters such as leverage and margin and add an optional take profit or stop-loss order.Published on Jun 13, 2024Updated on May 29, 2026FAQ38How do I withdraw USD with Bank transfer (ACH)?
On the web Log in to your account at app.okx.com, go to Assets, and select Withdraw > US Dollar to initiate a cash withdrawal Select Bank transfer (ACH) and Add account to link your bank account via our trusted partner, Plaid, which securely connects your bank account to OKX, making it easy to fund your account Select Bank transfer (ACH) to begin a cash withdrawal Select Continue to add your account via plaid After linking your account, you'll see the success page below confirming that your accountPublished on Feb 4, 2025Updated on May 29, 2026FAQ12How do I use a physical security key to protect my account?
At OKX, physical security keys can be used in two primary scenarios: For Passkey-based authentication To generate one-time passwords (OTPs) for enhanced security, similar to using a regular authenticator app like Google Authenticator or Microsoft AuthenticatorHow to purchase a trusted physical security key? When purchasing a physical security key, ensure you choose reputable brands like YubiKey or Ledger from trusted retailers.Published on Jan 10, 2025Updated on May 29, 2026FAQ19,963