Complete Guide to Using OKX: Step-by-Step Instructions with Visuals

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OKX (formerly known as OKEx) is one of the world’s leading cryptocurrency exchanges, consistently ranking among the top platforms globally by trading volume. Whether you're new to crypto or an experienced trader, OKX offers a comprehensive suite of tools and services designed to meet diverse investment needs — from spot trading and margin trading to staking, lending, and more.

This in-depth guide walks you through every essential step of using OKX, including account creation, security setup, depositing funds, executing trades, and leveraging passive income features — all explained clearly with practical insights.

Why Choose OKX?

Before diving into the how-to, let's understand why OKX stands out:

With robust security measures and a wide range of financial products, OKX is a powerful platform for growing your digital asset portfolio.

👉 Start exploring OKX today and unlock powerful trading tools.

How to Create an OKX Account

Creating an account on OKX is fast and straightforward. Follow these steps to get started:

What You’ll Need

No additional documentation is required at this stage — just your contact information.

Step-by-Step Registration (via PC)

  1. Visit the official OKX website
    Navigate to the homepage and click "Sign Up" in the top-right corner.
  2. Enter your email and password
    Provide a secure password (use a mix of letters, numbers, and symbols).
  3. Verify your email
    OKX will send a confirmation code to your inbox. Enter it on the verification page.
  4. Account created successfully!
    You can now log in and begin setting up your security preferences.

Security Setup: Two-Factor Authentication & KYC

Securing your account is crucial. Here’s how to protect your assets effectively.

1. Google Authenticator (Recommended)

Google 2FA adds a strong layer of protection against unauthorized access.

Steps:

  1. Click your profile icon → Security Settings
  2. Under "Authenticator app," click Set
  3. Download Google Authenticator (available on iOS and Android)
  4. Scan the QR code or enter the setup key manually
  5. Enter the 6-digit code generated by the app
  6. Confirm via email
🔒 Keep your setup key safe — losing it means losing recovery access!

2. Phone Number Verification

While optional, linking your phone number enhances account security.

Steps:

  1. Go to Security Settings → Mobile Verification
  2. Enter your phone number
  3. Receive and input SMS and email verification codes
  4. Click Approve

3. Complete KYC (Know Your Customer)

Verifying your identity increases withdrawal limits and unlocks premium features.

Benefits of KYC:

How to Verify:

  1. Click profile icon → Verification
  2. Select your country and enter your full name
  3. Upload a clear photo of your passport or driver’s license
  4. Ensure image format is JPG, PNG, or JPEG
  5. Submit for review (usually processed within minutes)
⚠️ Even though OKX allows limited withdrawals without KYC, completing verification ensures long-term usability.

Logging Into Your OKX Account

Once registered, logging in is simple:

  1. Visit the OKX login page
  2. Enter your email or phone number and password
  3. Input the 6-digit code sent to your email
  4. If enabled, enter your Google Authenticator code

You’re now securely logged in!

Depositing Funds into OKX

You can fund your OKX account in two main ways:

Option 1: Cryptocurrency Deposit

Deposit directly using popular cryptocurrencies like BTC, ETH, USDT, XRP, and over 100 others.

Minimum Deposit Amounts:

No conversion needed — send coins directly from any wallet.

Option 2: Credit Card Purchase

Buy crypto instantly using Visa, MasterCard, Apple Pay, or SEPA transfers.

Supported Coins (18 total):

BTC, ETH, USDT, DOGE, SOL, MATIC, AAVE, XRP, LTC, BCH, ATOM, FIL, SHIB, and more.

Daily Limits:

💡 Pro Tip: While credit card deposits are fast, they come with higher fees. For larger amounts, use crypto transfers to save on costs.

👉 Deposit funds securely and start trading in minutes.

Trading on OKX: A Beginner’s Guide

OKX supports multiple trading methods tailored to different experience levels.

Three Main Trading Options:

  1. Convert – Instant swap between cryptocurrencies (ideal for beginners)
  2. Basic Trade – Spot trading with real-time order books
  3. Margin Trade – Leverage-based trading (for advanced users)

Using Convert (Instant Swap)

Perfect for quick exchanges without needing market data.

Steps:

  1. Select source currency (e.g., BTC)
  2. Enter amount
  3. Choose target currency (e.g., USDT)
  4. Click Convert

✅ No order book visibility
✅ Low friction, single-click trades
✅ Fee only applies when order executes

Basic & Margin Trading Interface

Both use the same intuitive layout:

  1. Order Panel – Place buy/sell orders
  2. Order Book ("The Book") – View open buy/sell orders by price level
  3. Trade History ("Time & Sales") – See executed trades in real time

Order Types:

Margin Modes:

Choose based on your risk tolerance and strategy goals.

Understanding OKX Chart Features

Powered by TradingView, OKX delivers professional-grade charting tools.

Key Chart Functions:

Timeframes

Switch between intervals from 1 minute to monthly candles. Commonly used:

Scale Options

These tools help traders analyze volatility, identify support/resistance levels, and make informed decisions.

Passive Income Features on OKX

Grow your holdings without active trading through these built-in services.

1. Lending (P2P Loan)

Lend your crypto to other users and earn interest.

Steps:

  1. Go to Finance → Earn → P2P Lending
  2. Choose a plan and amount
  3. Click Invest

Returns vary by asset demand — typically paid daily.

2. Staking

Support blockchain networks and earn rewards.

Available options:

Similar to earning interest on a savings account — low risk if holding long-term.

3. Savings (Flexible & Fixed)

Deposit crypto into OKX-managed pools for competitive APYs.

Steps:

  1. Go to Finance → Earn → Savings
  2. Choose currency
  3. Enter amount → Click Subscribe

Funds remain accessible (flexible) or locked (fixed), depending on plan.

4. Borrowing

Use existing crypto as collateral to borrow stablecoins or fiat-backed assets.

⚠️ Failure to repay may result in collateral liquidation — monitor loan terms closely.

👉 Explore staking and lending opportunities now.

Frequently Asked Questions (FAQ)

Is KYC mandatory on OKX?

No, but it’s highly recommended. Without KYC, you’re limited to lower withdrawal amounts and may face restrictions during audits or suspicious activity checks.

Can I use JCB or American Express cards?

Not directly. Only Visa, MasterCard, Apple Pay, and SEPA are supported. However, using Apple Pay may allow indirect use of other card networks.

What is the difference between Lending and Savings?

Lending involves peer-to-peer loans where you set terms. Savings are automated deposits into managed pools with fixed returns — generally simpler for beginners.

How do I earn passive income on OKX?

Through staking, savings plans, P2P lending, or providing liquidity in DeFi protocols — all accessible under the Earn tab.

Are there fees for deposits?

No — cryptocurrency deposits are free on OKX. Credit card purchases include processing fees built into the exchange rate.

Can I trade futures on OKX?

Yes — OKX supports futures contracts with up to 125x leverage across major cryptocurrencies like BTC and ETH.

Final Thoughts: Why OKX Is a Top Choice for Traders

OKX combines high liquidity, deep market depth, advanced trading tools, and innovative earning opportunities in one secure ecosystem. From instant swaps via Convert to sophisticated margin strategies and passive income generation through staking and lending — the platform caters to all types of investors.

Whether you're just starting out or scaling your portfolio, OKX provides the infrastructure needed to succeed in today’s dynamic crypto markets.

By following this guide, you now have everything you need to confidently navigate OKX — from registration to advanced trading techniques.

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