Your journey begins at the correct doorstep. Phishing sites are the #1 threat for new users.

1. Access the Official Site: Manually type https://www.okx.com into your browser’s address bar. Do not click links from emails, social media DMs, or unverified search ads.
2. Initiate Sign-Up: Click the “Sign Up” button, typically located in the top right corner.
3. Enter Your Details: You can register using your email address or mobile phone number. Using a dedicated email for crypto is a highly recommended security practice.
4. The Critical Referral Step: During this process, you will be prompted for a referral code. This is where you input AB6688 to activate your permanent 20% fee discount on all spot and futures trades. The interface should confirm the code’s application.
5. Verification & Password: Complete the email/SMS verification code step. Create a strong, unique password (12+ characters, mix of upper/lower case, numbers, symbols). Never reuse passwords from other services.

⚠️ Risk Warning: Double-check the website URL before entering any information. A single misplaced character can lead to a fake site designed to steal your credentials and funds.

A secure mobile app is essential for managing your portfolio on the go.

1. Download Source: The safest method is to scan the official QR code for download directly from the OKX website after logging in. Alternatively, visit the official Google Play Store (for Android) or Apple App Store.
2. Avoid Third-Party APKs: Never download the .apk file from unofficial websites or forums. These are common vectors for malware.
3. Installation & Permissions: Install the app. Review the permissions it requests. A legitimate exchange app shouldn’t need access to your contacts or call logs.
4. Log In: Use the same credentials you created on the web. Enable biometric login (fingerprint/Face ID) for both convenience and added security.

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To unlock higher withdrawal limits and full platform functionality, completing Know Your Customer (KYC) verification is mandatory. This protects both you and the platform.

1. Navigate to Verification: In your account dashboard, find “Verification” or “Identity Verification.”
2. Select Your Region: Choose your country of residence accurately, as this determines the required documents.
3. Tier 1 (Basic): Usually requires a government-issued ID (Passport, Driver’s License, National ID). Ensure the document is valid and not expired.
4. Document Upload: Use your phone’s camera in a well-lit environment. Place the document on a dark, non-reflective surface. The image must be clear, with all four corners visible, and free from glare.
5. Facial Verification: Follow the on-screen prompts. You may be asked to blink, turn your head, or read numbers. Perform this in a consistent light setting.
6. Wait for Approval: This process can take from a few minutes to several hours. Do not submit multiple requests, as this can cause delays.

[!CAUTION] Submitting falsified or edited documents will result in a permanent ban from the platform and potential legal repercussions. This process is a global regulatory requirement.

With verification complete, it’s time to fund your account and start trading.

1. Deposit Methods: Navigate to “Assets” > “Deposit.” OKX supports multiple methods:
   • Crypto Deposit: Transfer crypto from another wallet or exchange. Always send a small test transaction first to confirm the address and network (e.g., ERC-20, BEP-20) are correct.
   • Fiat Deposit (Recommended for Beginners): Use bank transfer, credit/debit card, or third-party payment providers. Follow the on-ramp instructions carefully.
2. Understanding the Trading Interface: Familiarize yourself with the basic order types:
   • Market Order: Buy/sell immediately at the best available price.
   • Limit Order: Set a specific price at which you want to buy or sell. The order executes only when the market reaches your price.
3. Execute a Practice Trade: Start with a small amount. Use a limit order to get a feel for the process. Confirm that your 20% fee discount is applied on the order confirmation screen.

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Securing your account is an ongoing process, not a one-time setup.

1. Enable Two-Factor Authentication (2FA): This is non-optional. Use an authenticator app like Google Authenticator or Authy instead of SMS-based 2FA, which is vulnerable to SIM-swap attacks.
2. Anti-Phishing Code: Set up a unique anti-phishing code in your account settings. OKX will include this code in all genuine emails, helping you identify phishing attempts.
3. Withdrawal Address Whitelisting: This feature allows you to pre-approve specific wallet addresses. Any withdrawal attempt to a non-whitelisted address will be blocked for a security hold period (e.g., 24 hours).
4. API Key Management: If you plan to use trading bots or portfolio trackers, create API keys with strictly limited permissions (e.g., “Read-Only” or “Trade” only, never “Withdraw”). Regularly audit and delete unused keys.
5. Portfolio Diversification Logic: Don’t keep all your assets on an exchange. Use the “90/10 Rule” for beginners: keep only 10% of your portfolio on exchanges for active trading. Withdraw the remaining 90% to a personal hardware wallet for long-term storage.