Introduction of rules on OKX Connect

Published on Feb 9, 2026Updated on Feb 26, 20264 min read

OKX US is one of the most trusted digital asset trading platforms globally, mainly engaged in providing spot trading and derivative trading services of digital assets for US users. OKX has been promoting the Connect Scheme to provide institutions with the account management system, order management system, matching system, and settlement system. Also, it has shared fluidity and depth throughout its network to assist connect in promoting their businesses. Click here: Apply to join

1. Who can apply for OKX Connect?

As long as your business platform provides the below cryptocurrency services, you can apply to join in the OKX Connect project：

Trading aggregator platform
Trading strategy platform
Technical strategy provider
Trading bot platform
Asset management and payment platform
Social trading community

2. Introduction of OKX fully-disclosed connect model

Based on the differences in authentication and operation, the fully-disclosed connect model can be categorized into two product types: "API " and "OAuth".

	API	OAuth
Operating Model	Operate by binding OKX, Institutions and users with API Key	By calling the OKX app or the web page for trading authorization, the broker can authorize the Connect Institution App to call interface and operate correspondingly on the user's account under the situation that the user does not need to disclose their API key in OKX.
Connect Model	Apply Connect code to OKX, and place orders via Connect code + the user's API Key	Authorize users to jump to the OKX OAuth page, and place orders with Connect code + the user's authorization code
User	1. Create an account in OKX and automatically generate an API Key. 2. Register and bind their API Key with the Connect Institution. 3. After binding, when the user places an order in the connect institution, the institution will send it to OKX via Connect code + the user's API Key.	1. Create an account in OKX 2. Jump to the OKX app or the web page from the connect page, 3. Authorize the institution to trade among their OKX accounts.

API

OAuth

Operating Model

Operate by binding OKX, Institutions and users with API Key

By calling the OKX app or the web page for trading authorization, the broker can authorize the Connect Institution App to call interface and operate correspondingly on the user's account under the situation that the user does not need to disclose their API key in OKX.

Connect Model

Apply Connect code to OKX, and place orders via Connect code + the user's API Key

Authorize users to jump to the OKX OAuth page, and place orders with Connect code + the user's authorization code

User

1. Create an account in OKX and automatically generate an API Key.

2. Register and bind their API Key with the Connect Institution.

3. After binding, when the user places an order in the connect institution, the institution will send it to OKX via Connect code + the user's API Key.

1. Create an account in OKX

2. Jump to the OKX app or the web page from the connect page,

3. Authorize the institution to trade among their OKX accounts.

3. How to apply to be an OKX Connect Institution?

Log in to your OKX account and enter the Connect's official website.
Choose the broker model that suits you the best based on the business lines, and fill in the online application form
After the application form is submitted and approved in two days, one of OKX's customer managers will contact you, and help you go through and complete the onboarding process

Onboarding process:

The Connect onboarding qualification is approved
OKX's customer manager contacts you to further complete the signing of your onboarding contract
The technical department refers to the API settings for technical access
After your onboarding, the institutions can test online trading, and monitor the trades from Connect Dashboard, and the onboarding process is completed

4. Supported products and rate specifications

All spots on OKX US. Please refer to the rate table for OKX US's fee standard

5. Connect API integration process

Documents required:

You are required to use OKX's public API documents and Connect API documents

3 steps for API docking:

Steps	Available for
1. Use public API documents to set up public services, such as trading, query, etc.	API , OAuth
2. Use connect API documents to set up Oauth-based docking	OAuth
3. Commission tag settings - On the information of each transaction, there should be broker codes on tags to identify the corresponding brokers for calculating commissions	API , OAuth

7. How to place orders with Connect codes

Connect code is an order identifier automatically generated in the boss background when applying. Like the channelID of a node, it is the basis for our tracking of trade from a given institutions. Therefore, the connect code must be marked in the "tag" when an order is placed.
Example:
- Your connect code is "ABCD";
- When you place an order, you need to input the connect code in "tag".
  - For example, on the information of trading order No. ABCDabcdef123, the "tag" is marked "ABCD"
- The demonstration of API information in a trading order:
  - { "instId": "BTC-USDT", "tdMode": "cash", "side": "buy", "ordType": "limit", "px": "1000", "sz": "0.01" "clOrdId": "ABCDabcdef123" "tag": "ABCD" }

9. FAQ

Q: Do connect support placing strategy orders?
A: Currently, only API channel support placing multiple strategy orders, including: TP / SL order under one-way mode, TP / SL order under hedge mode, plan order, iceberg order, TWAP order, etc.