New OKX users need to complete 4 essential personal information settings before engaging in buy/sell transactions: KYC verification, phone number binding, fund password setup, and adding payment methods.
1. KYC Verification
App Version
- Open the OKX app, tap the top-left menu icon → "Identity Verification", or directly select "Identity Verification" from the homepage.
Complete these sequential steps:
- LV.1 Basic Verification
- LV.2 Advanced Verification
- LV.3 Video Verification
👉 Why higher verification levels improve trading opportunities
Note: Higher verification tiers increase access to premium merchants and better exchange rates.
Web Version
- After login, click the profile icon → "Identity Verification"
Select "Personal Verification" and complete:
- LV.1 Basic Verification
- LV.2 Advanced Verification
Important: Video verification (LV.3) requires the mobile app.
2. Phone Number Binding
Skip this step if you registered with a phone number.
App Instructions
- Navigate to: Menu → Security Settings → Phone Verification
Enter:
- Mobile number
- SMS verification code
- Email verification code
- Confirm binding
Web Instructions
- Go to: Profile → Security Center → Phone Verification
- Follow on-screen prompts
3. Fund Password Setup
For Both Platforms
- Access security settings (App: Menu → Security Settings; Web: Security Center)
- Select "Fund Password"
Enter:
- New password
- Password confirmation
- SMS verification code
Security Tip: Never reuse your login password for fund transactions.
4. Adding Payment Methods
App Process
- From homepage: C2C Buy → More → Payment Methods
- Select "Add Account" → Bank Card
Provide:
- Account holder name
- Bank account number
- Bank name
- SMS verification
- Save details
Web Process
- Navigate: Buy Crypto → C2C Trading → More → Personal Settings
- Follow similar steps as mobile version
👉 Secure payment method setup guide
FAQ Section
Q: How long does KYC verification take?
A: Basic verification typically completes within minutes, while advanced levels may take up to 24 hours for manual review.
Q: Can I use different phone numbers for registration and verification?
A: No, your registered number must match the verification number for security compliance.
Q: What happens if I forget my fund password?
A: You can reset it via email/SMS verification in the security settings.
Q: Are there limits based on verification levels?
A: Yes, higher tiers unlock greater transaction limits - LV.1 allows $1,000/day, LV.2 increases to $50,000/day.
Q: Which payment methods does OKX support?
A: Bank transfers, Alipay, WeChat Pay, and approved regional payment processors.
Q: Is video verification mandatory?
A: Only required for certain high-value transactions or additional security features.
Remember to always keep your security settings updated and enable two-factor authentication for optimal account protection. For any verification issues, contact OKX's 24/7 customer support through the app or website.