Setting up your personal information correctly on OKX is a crucial first step before you can start buying or selling cryptocurrencies. This guide walks you through the essential processes—identity verification, payment method setup, and account security—on both the OKX App and Web platform. Whether you're new to digital assets or expanding your trading capabilities, completing these steps ensures smooth, secure, and compliant transactions.
Why Identity Verification and Payment Setup Matter
Before diving into crypto trading, platforms like OKX require users to verify their identity and link secure payment methods. These steps are not just about compliance with global anti-money laundering (AML) regulations—they also protect your account from unauthorized access and enable seamless peer-to-peer (P2P) transactions.
Key benefits include:
- Faster transaction processing
- Higher trading limits
- Access to C2C (Customer-to-Customer) markets
- Enhanced account security
Let’s break down each step in detail.
Step 1: Complete Identity Verification (App Only)
Identity verification on OKX is mandatory for unlocking full trading functionality. There are two types: basic identity verification and video verification, both performed within the OKX App.
🔹 Basic Identity Verification
To get started:
- Open the OKX App
- Tap the profile icon in the top-left corner
- Click on your username/account number
- Select [Identity Verification] > [Start Now]
You’ll then be prompted to:
- Upload clear photos of your government-issued ID (e.g., national ID card, passport)
- Provide both front and back images
- Complete a live facial recognition scan to confirm it's really you
Make sure lighting is good and there’s no glare on the document. The system uses AI to verify authenticity, so avoid filters or blurry images.
👉 Verify your identity quickly and securely with just a few taps
🔹 Video Verification (Required for C2C Trading)
For users planning to trade via C2C (buy/sell directly with others), video verification adds an extra layer of trust.
To begin:
- From the OKX App homepage, tap [Buy Crypto] > [C2C Trading]
- Go to [My] > [Video Verification] > [Start Recording]
During recording:
- Ensure your camera and microphone are enabled
- Do not use headphones
- The system will play a pre-recorded risk warning
- You do not need to repeat what’s said
- After the “beep,” clearly say “Yes” to confirm understanding
Once submitted, your video will be reviewed by the compliance team. Approval typically takes a few hours to one business day.
⚠️ Tip: Perform this in a quiet environment with good lighting to avoid delays.
Step 2: Link Your Payment Methods (App)
After verifying your identity, the next step is setting up how you’ll receive funds when selling crypto.
On the OKX App:
- Navigate to [Buy Crypto] > [C2C Buy] > Tap the [My] icon** (bottom right)
- Select [Payment Account Management]
- Tap the + icon in the top-right corner
Choose:
- Currency (e.g., USD, EUR, CNY)
- Payment Method: Bank Card, Alipay, or WeChat Pay
Enter required details such as:
- Full name (must match your verified ID)
- Bank account number
- Branch information (if applicable)
- Alipay/WeChat registered phone number
Double-check all entries—incorrect data may lead to failed withdrawals or frozen funds during disputes.
Once added, you can manage multiple accounts and set a default method for faster transactions.
Step 3: Bind Payment Methods on Web Platform
If you prefer using a desktop browser, OKX offers full functionality on its web version.
On OKX Website:
- Visit okx.com and log in
- Click [Buy Crypto] > [C2C Buy]
- Go to [Personal Center] > [Payment Settings]
- Click [Add Payment Method]
Select from:
- Bank Card
- Alipay
- WeChat Pay
- Fill in accurate information as prompted
All linked methods are encrypted and protected under OKX’s advanced security protocols. You can edit or remove them anytime under the same menu.
👉 Access OKX Web now to securely link your preferred payment method
Managing Account Security: Update Phone Number or Email
Keeping your contact information current is vital for account recovery and two-factor authentication (2FA).
On App:
- Go to Profile > Security Settings > Security Center
- Tap [Phone Number] or [Email]
- Follow prompts to verify changes via SMS or email code
On Web:
- Click the profile icon in the top-right
- Go to [Security Center]
- Under Verification Methods, update Phone or Email
Always ensure your recovery options are active and accessible. Losing access to these could result in permanent account lockout.
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These terms reflect real user intents—from beginners seeking setup help to experienced traders optimizing their P2P experience.
Frequently Asked Questions (FAQ)
Q1: Can I complete identity verification on the web version?
No, both basic and video identity verification must be done through the OKX mobile app due to biometric requirements like facial recognition and live video recording.
Q2: Why do I need video verification?
Video verification enhances trust in C2C markets by confirming that users understand the risks involved in crypto trading. It helps prevent fraud and ensures regulatory compliance.
Q3: Can I use someone else’s bank account or Alipay?
No. All payment methods must be under your verified legal name. Using third-party accounts violates OKX policies and may lead to fund freezing or permanent account suspension.
Q4: How long does verification take?
Basic verification usually takes a few minutes. Video verification may take up to 24 hours, depending on submission volume.
Q5: Is my personal data safe on OKX?
Yes. OKX employs end-to-end encryption, cold wallet storage, and strict privacy policies to protect user data. They comply with international standards like GDPR and conduct regular security audits.
Q6: What if my verification keeps getting rejected?
Common reasons include:
- Poor image quality
- Mismatched names between ID and account
- Reflections or cropped documents
Review the rejection message carefully, correct the issue, and resubmit. If problems persist, contact support through the app.
Final Tips for a Smooth Setup Experience
- Use a stable internet connection during video verification
- Keep your ID document clean and unexpired
- Avoid using public Wi-Fi when entering sensitive data
- Regularly review your linked payment methods for accuracy
Once everything is set up, you're ready to explore C2C trading, spot markets, and more on OKX—with confidence and control.
👉 Start trading safely after completing your setup in minutes