What to Prepare Before Opening an OKX Institutional Account Using an Institutional Onboarding Link

Opening an OKX account with an institutional link is not about preparing the "link itself" – it's about having a complete set of corporate proof documents and information ready. The link usually points to an OAuth authorization page or an institutional application form, but after clicking it you will actually go through the "enterprise/institutional verification (KYB)" process – you need to submit company registration files, key personnel identity documents and compliance information to get the account opened.

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Below we break down what to prepare and the steps to follow.

1. First, Determine Which Type of "Institution Link" You Are Using

OKX institutional account opening links generally serve two purposes. Knowing which type you have will affect what you need to focus on:

Case A: Institutional Onboarding Application Link

This type of link leads to the institutional application page on the OKX official website. After clicking it, you need to register a standard account first, and then initiate institutional verification within that account. This is the most common institutional account opening path.

Case B: OAuth Authorization Link (Connect Project)

If the link is in OAuth authorization format, it is mainly used by service providers (such as trading strategy platforms) that have already partnered with OKX to grant authorization. In this scenario, you need an existing OKX account and grant permission for the third-party platform to call trading APIs. This type of link does not directly "open" an institutional account; it authorizes a binding.

If your link came from an OKX account manager or official channel, it is usually Case A. If it is an authorization link provided by a third-party platform, it belongs to Case B.

2. List of Materials to Prepare (Core KYB Documents)

Whichever type of link you use, as long as the goal is to open an institutional account, the following materials must be prepared beforehand. According to the institutional verification requirements published in the OKX official Help Center, you need:

1. Company Basic Information and Address Details

• Company name (must match the registration certificate)

• Registration number

• Date of incorporation

• Registered address

• Principal place of business (if different from registered address)

2. Key Personnel Information

For regulatory and anti-money laundering purposes, OKX needs to collect identity and address information of the institution's key personnel. This usually includes:

• At least one senior officer/manager (e.g. CEO, CFO, COO)

• Directors (if any)

• Ultimate Beneficial Owners (UBOs)

• Authorized users (if different from the above)

3. Key Personnel ID Documents

Upload the front and back of each person's ID card (or passport). If the document does not have a back side, the front or photo page is sufficient.

4. Company Registration Documents (Scanned or Photographed)

The exact list varies slightly depending on the type of entity. For the most common type, a "private company," you typically need:

• Certificate of incorporation or business registration certificate (or equivalent, such as a business license)

• Articles of association (or memorandum and articles of association)

• Register of directors

• Register of shareholders or beneficial ownership structure chart (signed and dated within the past 12 months)

• Proof of business address (if different from the registered address)

5. Signed Account Opening Authorization Letter

You need to sign and upload an account opening authorization letter (a board resolution containing such authorization is also acceptable).

3. Account Opening Steps

Step 1: Prepare all documents listed above

Make sure all documents are in PDF or image format and clearly legible. If documents are not in English, translations may be required.

Step 2: Register a standard account (if not already registered)

1. Go to the OKX official website and click [Sign Up].

2. Enter your email address, receive and fill in the 6-digit verification code.

3. Enter your mobile number, receive and fill in the 6-digit verification code.

4. Read the agreements, check the confirmation box, set a password and complete registration.

Step 3: Go to the Institutional Verification Page

1. After logging in, click the avatar or profile menu in the top right corner.

2. Select [Verification] or [Verification].

3. On the verification page, find [Institutional verification] or [Institutional verification] and click [Verify Institution].

4. Note: The institutional verification process is only available on the web version; the App does not support it.

Step 4: Follow the on-screen instructions to enter information and upload files

• Select company type

• Fill in company basic information and address details (must match the registration certificate)

• Enter key personnel information

• Scan and upload all documents prepared above

• Sign the account opening authorization letter

Step 5: Submit the application and wait for review

After submission, the status will update to "Under Review." Once approved, the OKX team will contact you to sign the membership agreement. After signing, you can start using the institutional account.

Prerequisites

• The company has been legally incorporated.

• Key personnel hold valid identification documents.

• The company is not located in a region restricted by OKX (such as the United States and its territories). For the latest list of restricted areas, refer to OKX official announcements.

• The registered email address can receive emails normally.

Common Reasons for Rejection

1. Information does not match supporting documents: The company name, registration number, address, etc. you fill in must match the submitted registration certificate exactly. Any discrepancy will cause the review to be returned.

2. Documents are unclear or incomplete: Blurred ID photos, expired documents, missing signature pages can all lead to rejection.

3. Missing key personnel information: If you do not provide information for at least one senior officer/manager, the application cannot pass.

Risk Reminders

• Review may take longer: KYB (Know Your Business) verification involves anti-money laundering checks and compliance due diligence, which usually takes longer than individual KYC.

• You may need to submit additional materials during the review: After submission, pay attention to your registered email. OKX may request additional documents by email. Failure to respond in time will delay the review.

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FAQ

Q: What is the difference between the institutional account opening link and the individual sign-up entrance? A: The institutional link usually points directly to OKX's institutional application page or OAuth authorization page. However, the actual account opening process starts the same way – you need to register a standard account first, then initiate institutional verification within that account.

Q: Where can I check the review progress after submitting the application? A: Log into your OKX account and go to the [Verification] page. The status will show "Under Review," "Approved," or "Rejected." If rejected, you can view the feedback details on that page, or check your inbox for an explanation of the rejection reasons.

Q: How is KYB verification different from KYC? A: KYC is for verifying an individual's identity, while KYB stands for "Know Your Business" and is used to verify the legitimacy and compliance of an institutional client. During institutional verification, you need to provide both company documents and key personnel personal information.

Final confirmation step:

Log into your OKX account and go to the [Verification] page. If the status shows "Verified" or "Approved," institutional verification is complete and the account can be used normally. If you have not yet submitted, check your materials against the checklist above to make sure everything is ready. After submitting, keep your registered email inbox open – the review result and any requests for additional documents will be sent to you by email.