OKX

Step-by-step workflows to trade, earn, and self-custody crypto in one app
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Start by turning your phone into a crypto command center. Create your account, complete verification if prompted, choose your base currency, and add funds using bank transfer, card, P2P, or a blockchain deposit. Build a watchlist for the coins you care about, set price alerts for key levels, and enable notifications so you never miss a move. If you’re new to buying, use Quick Buy/Convert to swap from your local currency to a starter asset without digging through order books. When your balance arrives, tag it into simple portfolios so you can track goals like savings, trading capital, or long-term holdings.

When you’re ready to trade, open the spot terminal to place market, limit, or stop orders with clear previews of fees and execution. Prefer simplicity? Use Convert for instant swaps across supported pairs. To automate entries, set recurring buys on a schedule that matches your budget, or spin up a grid or DCA bot with defined ranges and risk limits. Active traders can add multiple take-profit and stop-loss levels, follow copy strategies with allocation caps, and switch between fee tiers to manage costs. Turn on mobile and email alerts for fills, liquidations on leveraged products, and major price changes so you can act fast wherever you are.

Put idle balances to work with Savings or staking in a few taps. Pick flexible terms for easy access or fixed terms for higher potential rewards, and use auto-subscribe to keep earnings compounding. If you want more advanced yield, explore dual investment, liquidity pools, or structured products with clear APY ranges and settlement dates. For self-custody, move assets to the built-in Web3 wallet, swap across networks, bridge tokens, and connect to DeFi apps without leaving the app. Manage NFT collections, check gas estimates before confirming, and favorite trusted dApps to streamline your routine.

Keep operations safe and organized. Turn on 2FA, set an anti-phishing code, enable withdrawal whitelist, and lock high-risk actions behind extra authentication. Review real-time PnL, allocations by asset and network, and historical performance with daily, weekly, and custom ranges. Export statements and tax reports in CSV or connect via API to your accounting tool. Developers can generate scoped API keys with IP allowlists for bots and analytics, and place orders from TradingView with synced credentials. If you need assistance, open in-app chat, browse help guides, or submit a ticket; status updates arrive directly in your notifications so you can get back to building your strategy.

Review summary

Features

  • Quick Buy/Convert and Spot Trading
  • Market, Limit, and Stop orders with alerts
  • Recurring buys, grid and DCA bots, copy strategies
  • Derivatives (futures/options) with risk controls
  • Savings, staking, dual investment, and liquidity pools
  • Built-in Web3 wallet for self-custody, DeFi, and NFTs
  • Multi-network swaps and bridging with gas estimates
  • Portfolio analytics, PnL, allocations, and tax exports
  • Security: 2FA, address whitelist, anti-phishing code
  • API keys with IP allowlists and TradingView integration
  • In-app support, guides, and ticket tracking

How It’s Used

  • New user funds the account via bank transfer, sets a watchlist, and creates a weekly DCA plan
  • Active trader places limit/stop orders, enables price and fill alerts, and runs a grid bot in a set range
  • Long-term holder stakes assets with fixed terms, turns on auto-subscribe, and tracks compounding
  • DeFi user moves funds to the Web3 wallet, bridges to a new chain, and provides liquidity in a dApp
  • Developer issues read/write API keys with IP locks, connects a bot, and monitors execution
  • Finance lead exports monthly statements and tax reports, reconciling PnL across portfolios

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