OKX Learning HandbookSecurity · Funds · Trading

VIP Loan and Risk Unit Creation

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What is VIP Loan and where can I learn more about it?

What is VIP Loan and where can I learn more about it?

VIP Loan is an institutional lending product offered by OKX. For more information, visit here.

Checklist

  1. How do I apply for VIP Loan?
  2. How long does the VIP Loan application review take?
  3. How do I access the risk unit portal after my application is approved?
  4. Alternatively, open the Institutional dropdown in the navigation bar. Note that the risk unit portal entry point is only visible to verified accounts.
  5. Sub-account UID: Select other accounts to be added to the risk unit.
  6. Accounts with open positions in virtual accounts (trading bots, structured products) or copy trading
  7. How do I edit an existing risk unit?
  8. Go to the risk unit portal, select the risk unit you want to edit, and tap Edit

Notes

Visit here or find the entrance in the Institutional dropdown on OKX. Tap Apply now and complete the questionnaire with your basic information, asset, trading behaviors, and risk performance data.

OKX will review your application and respond within one week. If additional information is needed, our team may contact you through the BD/AM teams. You can track your application progress on the VIP Loan page.

What happens after my VIP Loan application is approved or rejected?

If approved, you can proceed to set up a risk unit. (see “Creating a Risk Unit” section below).

Details follow the official OKX help article; this page is a learning checklist, not an official mirror.

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CQCC

CQCC

OKX step guides and risk notes. Official docs prevail when details differ.

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