If you don't pass the assessment, you'll need to wait a period of time before you can retake it. Based on the assessment, you'll be classified as either retail or professional. The product offering is identical for both classifications.What does the assessment cover? The appropriateness assessment evaluates your understanding of leveraged derivatives, including how they work and the risks involved.

Learn more about How do I unlock my deposit when the Travel Rule additional verification is required?3. Deposit and other features frozen due to incomplete assessments In some regions, you may be required to complete additional questionnaires or assessments before you can access all OKX features, including deposits. Please check for any required assessment prompts in the banner of your OKX app and complete them as instructed.

Make sure you have a good understanding of how the product works before opening a position.What's the appropriateness assessment? To access X-Perps, you must complete a appropriateness assessment. You can be classified as either Retail or Professional — the product offering is identical for both groups. If you don't pass the assessment, you'll need to wait a period of time before you can retake it. Unlock X-Perps now.What are the available markets for accessing X-Perps?

By analyzing historic orders, you can better understand market behavior, identify recurring patterns, and assess the effectiveness of your trading strategies. This tool is especially helpful for spotting key price levels, refining entry and exit points, and improving decision-making in future trades.

The Taker buy/sell volume indicator serves as an indicator for assessing the volume of buying and selling transactions on the exchange. This ratio offers insights into the prevailing market mood, enabling traders and investors to discern the timing of buying and selling activities with greater accuracy. The display of Taker buy/sell volume indicatorHow do I turn on the Taker buy/sell volume indicator?

The goal is to gather information that helps us assess any potential risks. Why is the anti-money laundering (AML) program questionnaire collected? The anti-money laundering (AML) program questionnaire is collected in order for us to comply with applicable AML laws and regulations. It's a critical part of our commitment to responsible business practices and the protection of our platform’s ecosystem. How do I submit the anti-money laundering (AML) program questionnaire?

OKX will assess each sub-affiliate link with immediate effect. Links created on or after January 1, 2026 will be assessed from the fourth calendar month upon link creation. Note: Links created before January 1, 2026, will continue to be assessed starting from the first day of the third calendar month after the link is created. Examples: A link created on August 1, 2026 will be assessed starting from November 1, 2026, and subsequently on the 1st day of each calendar month.

Each data report is available for download within 15 days after creation.How does OKX assess affiliate levels? We'll assess all affiliates monthly with immediate effect and adjust commission rates based on your affiliate level. Affiliates are assessed based on their: Invitees’ monthly trading volume Number of new or total traded invitees per month The default commission rate is 30%. If you meet the criteria for a higher level, you will be upgraded during next month to a higher commission rate.

Each data report is available for download within 15 days after creation.How does OKX assess affiliate levels? We'll assess all affiliates monthly with immediate effect and adjust commission rates based on your affiliate level. Affiliates are assessed based on their: Invitees’ monthly trading volume Note: CeDeFi trading volume is excluded from this assessment. Number of new or total traded invitees per month The default commission rate is 30%.

How it works: Settlement will happen daily at 08:00 am UTC. Upon settlement, the position’s settlement PnL will be credited to your account balance, and the position’s entry price will be updated to the last settlement price. The position’s floating PnL will be calculated based on the updated entry price. You won’t be charged any fees for settlement and your position size won’t be affected. The settlement price is calculated by averaging the mark prices from the last hour before settlement.

How it works: Settlement will happen daily at 08:00 am UTC. Upon settlement, the position’s settlement PnL will be credited to your account balance, and the position’s entry price will be updated to the last settlement price. The position’s floating PnL will be calculated based on the updated entry price. You won’t be charged any fees for settlement and your position size won’t be affected. The settlement price is calculated by averaging the mark prices from the last hour before settlement.

This guide explains how to trade X-Perps (Expiry Perps) on OKX.

Analyze performance: Assess a token's strength by directly comparing its performance with others. By leveraging the custom formula feature, traders can gain a more customized and data-driven approach to market analysis, ultimately enhancing decision-making and trading efficiency. Learn how you can use the custom interval feature here.

How it works: Settlement will happen daily at 08:00 am UTC. Upon settlement, the position’s settlement PnL will be credited to your account balance, and the position’s entry price will be updated to the last settlement price. The position’s floating PnL will be calculated based on the updated entry price. You won’t be charged any fees for settlement and your position size won’t be affected. The settlement price is calculated by averaging the mark prices from the last hour before settlement.

For each perpetual futures contract, fees are assessed within milliseconds and trading won’t be interrupted. You’re obligated to pay or receive the funding fee if you hold open positions at the point of fee assessment. If you close your position before the funding fee assessment, you’re exempt from paying or collecting the fee. Additionally, if a perpetual futures contract is delisted before the assessment, the current cycle’s funding fee becomes void.