What to Do After Your First Login to OKX Upon Successful Registration?

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Right after you log in for the first time following successful registration, there are 4 core tasks you need to complete: finish identity verification to unlock full trading permissions, bind security tools to protect your account, set up payment methods as needed, and get familiar with fund entry points to prepare for transfers. Follow the order below and do not skip steps arbitrarily.

OKX Exchange
A leading global cryptocurrency platform,suitable for both beginners and experienced traders.
New user benefit: 20% off trading fees upon registration!!

1. Step 1: Check if Your Account Is Verified

Newly registered accounts are marked as "Unverified" by default, and you cannot make deposits, withdrawals, or execute any trades at this status. This step is the prerequisite for the entire onboarding process.

What to do: Confirm your identity verification status.

How to do it: Open the OKX App, tap the user center icon in the top left corner, and check the "Identity Verification" status. If it shows "Pending Verification" or "Unverified", tap to enter the verification workflow.

Completion indicator: The status shows "Verified". Individual identity verification usually takes 10-30 minutes to process. If you are requested to submit supplementary materials, check the notifications in your user center promptly.

Prerequisite: Prepare your valid personal identity document (Mainland China users can use their second-generation national ID card) in advance, and ensure you have a stable internet connection.

Common failure reasons: Glare on the ID photo, incomplete corners of the ID, too dim lighting or wearing hats/eyeglasses during facial recognition. Re-taking the photo will resolve the vast majority of issues.

2. Step 2: Configure Account Security Settings (This step cannot be skipped)

Your login password is only the first line of defense. The official OKX team recommends enabling at least the following 3 security features.

Setting 1: Bind Google Authenticator (2FA) Path: User Center → Security Settings → Identity Verification App → Scan the QR code with Google Authenticator, enter the 6-digit dynamic code to finish binding. Note: A backup key string will be generated during setup, save a screenshot of it in a secure location, you will need this key to restore 2FA access when you change to a new mobile device.

Setting 2: Set a Fund Password Path: Security Settings → Fund Password Management. The fund password is required for high-risk operations including crypto withdrawal and security setting modification. Do not use the same password as your login password. We recommend setting a password of 8 characters or longer, and avoid consecutive or repeated numbers.

Setting 3: Create an Anti-Phishing Code Path: Security Settings → Anti-Phishing Code. Create a unique phrase that only you know. All official emails sent by OKX afterwards will include this phrase. If you receive an email claiming to be from OKX without this phrase, treat it as a phishing email immediately.

Completion indicator: All 3 settings are enabled, and you can see the "Enabled" or "Bound" status on the Security Settings page.

Risk Reminder: After you modify or reset your login password, your account will trigger a 24-hour withdrawal restriction. This is a platform security protection mechanism, not a system fault. Therefore, arrange your fund withdrawal needs in advance before changing or resetting your password.

3. Step 3: Bind Payment Methods (For C2C Trading)

If you plan to buy crypto with fiat currency via the C2C channel, you need to bind your payment method first.

What to do: Add your payment accounts in the C2C module.

How to do it: In the OKX App, go to Homepage → Buy Crypto → C2C P2P Trading → Tap "My" at the bottom right → Payment Account Management → Tap "Add" at the top right → Select the currency and payment method (Bank card / Alipay / WeChat Pay) → Fill in the required information and submit.

Completion indicator: The payment method shows "Bound" status, and can be used normally for C2C transactions.

4. Step 4: Get Familiar With Fund Entries - Deposit and Transfer

After you finish identity verification and security settings, the next step is to get your funds into your account.

What to do: Locate the crypto deposit entry and internal fund transfer entry.

How to do it:

  • Deposit: App Homepage → Assets → Deposit → Select the crypto asset and corresponding network to get your unique deposit address.

  • Transfer: If you need to move funds between your "Funding Account" and "Trading Account", select the "Transfer" function on the "Assets" page.

Completion indicator: You can find the positions of these two entry points on the page, you do not need to actually transfer funds to complete this step.

FAQ

Q: If I don't use C2C trading, do I still need to bind payment methods? No. Payment method binding is only required for C2C fiat trading. If you only use USDT on-chain deposit/withdrawal or spot trading, you can skip this step.

Q: If my identity verification fails, how long do I have to wait to resubmit? You can usually resubmit immediately. We recommend checking the reason for the previous failure first (blurry photo, mismatched information, etc.), correct the issue before retrying. If you fail multiple times, contact OKX online customer service to submit a support ticket.

Q: After I set up the anti-phishing code, will all official OKX emails include it? Yes. After you set the anti-phishing code, all official system emails sent by OKX will display your custom phrase in the email body. If you receive an email claiming to be from OKX that does not contain this code, treat it as a scam 100% of the time.

OKX Exchange
A leading global cryptocurrency platform,suitable for both beginners and experienced traders.
New user benefit: 20% off trading fees upon registration!!

Next Steps

After completing the above 4 steps, your account is fully eligible for trading. Go back to the "Security Settings" page to confirm all 3 security measures are enabled, especially check that your anti-phishing code is properly configured. If you have not finished account registration yet, remember to enter the invite code 24U2795 in the dedicated "Invite Code" field (you cannot fill in the invite code after registration is completed). After you finish these steps, your account security level is higher than that of most new users. Next, you can consider making a small test deposit, and go through the full "Deposit → Trade → Withdraw" workflow once to get familiar with the platform operations.