How to Register on OKX via an Institutional Account Opening Link?
Registering via an institutional account opening link for OKX is essentially not a personal registration process but rather the "corporate/institutional verification (KYB)" channel—you need to first register a regular account, then submit company documents to complete institutional verification in order to obtain institutional account privileges. The following breaks down the entire process step by step, including prerequisites and specific operations.
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First, confirm your institution type
OKX supports verification for various types of institutions, including but not limited to:
- Private company
- Private financial institution
- Listed company
- Fund
- Private investment vehicle / family office
- Trust
- Non-profit organization
- Government-owned enterprise
Required verification documents may differ slightly by institution type, but the starting point of the registration process is the same—first open a regular account, then submit institutional verification.
Standard steps for institutional registration
Step 1: Create a regular OKX account
The first step of institutional registration is no different from signing up as a regular user.
What to do: Go to the OKX official website or app and register a personal account.
How to do it:
- Visit the OKX official website or your region's domain and click [Sign Up].
- Enter your email address, receive and fill in the 6-digit verification code.
- Enter your mobile number, receive and fill in the 6-digit verification code.
- Read and agree to the terms, set a password, and complete registration.
Completion standard: Account created successfully and you can log in normally.
Step 2: Navigate to the institutional verification page
After registration, initiate an institutional verification application from your account.
What to do: Locate and enter the institutional verification entry point.
How to do it:
- After logging in, click the profile icon or personal profile menu in the upper right corner of the page.
- Select [Verification] or the verification option.
- On the verification page, find [Institutional verification] and click [Verify Institution].
- Note: The institutional verification process is only available on the web version and is not currently supported in the app.
Completion standard: You have entered the institutional verification information form and can begin submitting company documents.
Step 3: Fill in basic company information
Follow the on-screen instructions to complete company details. The required fields vary slightly by institution type. For a "private company," you typically need to provide:
- Company name
- Registration number
- Date of incorporation
- Registered address
- Principal place of business (if different from registered address)
Step 4: Fill in key individual information
For regulatory purposes, OKX needs to collect identity and address information of key company persons. The individuals typically required include:
- At least one company executive/manager (e.g., CEO, CFO, COO)
- Directors (if applicable)
- Ultimate beneficial owner(s) (UBO)
- Authorized user (if different from the above)
Step 5: Upload identity documents of key individuals
Upload front and back photos or scans of the key individuals' ID cards. If the ID document has no reverse side, the front or photo page is sufficient.
Step 6: Scan and upload corporate documents
The required documents differ by institution type. Using a private company as an example, you generally need:
- Certificate of incorporation or business registration certificate (or an equivalent official document, such as a business license)
- Company articles of association
- Register of directors
- Register of shareholders or beneficial ownership structure chart (signed and dated within the last 12 months)
- Proof of business address (if different from the registered address)
Step 7: Sign and submit
Fill out and sign the account opening authorization letter (or a board resolution containing such authorization) and submit the verification application.
Step 8: Wait for review and sign the membership agreement
After submission, the application status will update to "Under review." If approved, the OKX team will contact you to sign the membership agreement. Once signed, you can log in and use your institutional account.
Prerequisites
- The company has been legally incorporated and can provide official registration documentation.
- Key individuals hold valid identification (ID card or passport).
- Corporate documents must be in PDF or image format and clearly legible.
- Ensure your institution type is not located in a restricted region as listed in the latest OKX official announcements.
Common reasons for rejection
Submitted identity documents are unclear or incomplete: Key individuals' ID documents must show both front and back; the certificate of incorporation must be an official original or certified copy. Blurry photos, expired documents, or mismatched information can all lead to rejection.
Information entered does not match supporting documents: The company name, registration number, address, and other details filled in must exactly match the submitted registration certificate; otherwise, the review will fail.
Missing "account opening authorization letter": Signing and uploading the account opening authorization letter is a mandatory step in the institutional verification process. Some users submit only corporate documents but omit this item, causing the application to be returned.
Risk reminders
Longer review period: Institutional verification involves KYB (Know Your Business) and anti-money laundering checks, so the review time is usually longer than individual KYC. After submission, please wait patiently; you can check the status on the verification page.
Requests for additional documents: During the review, the OKX team may email you to request supplementary documents or information. Please monitor your registered email to avoid delays caused by untimely responses.
Region-based restrictions may prevent account opening: If your company is registered or operates in a restricted region, you may not pass institutional verification. It is recommended to check the list of supported regions on OKX's website before submitting.
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FAQ
Q: What is the difference between registering via an institutional link and a personal registration entry? A: An institutional link usually points to OKX's institutional onboarding application page or an OAuth authorization page. However, the actual account opening process starts the same way—you must first register a regular account and then initiate institutional verification from within the account. If you submit an application through an institutional link page, an OKX client manager will contact you to complete the follow-up steps.
Q: After submitting an institutional verification application, where can I check the progress? A: Log into your OKX account and go to [Profile] → [Verification]. The status will show as "Under review," "Approved," or "Rejected." If rejected, you can view feedback details on this page or check your email for the rejection reason.
Log into your OKX account and go to the [Verification] page. If the status shows "Approved," institutional verification is complete. If you have not yet submitted, follow the steps above to fill in the information and upload documents. After submission, keep your registered email accessible—all OKX review results and requests for supplementary materials will be sent to you by email.
