Downloading your account statement on the OKX app is a straightforward process that helps you monitor your trading history, deposits, withdrawals, and overall financial activity. Whether you need it for tax filing, auditing, or portfolio analysis, OKX offers a user-friendly way to access and export your transaction records.
Step-by-Step Guide to Download Your OKX Account Statement
Open the OKX App
- Launch the OKX mobile application and ensure you’re logged into your account.
- Navigate to the "Exchange" section for trading-related statements.
Access the Account Statement Menu
- Tap the three-dot menu icon (⋮) in the top-left corner.
- Scroll down and select "Account Statement" from the options.
Select and Download Statements
- You’ll see a list of available statements for the past 12 months.
Each statement includes:
- Trade executions
- Deposit/withdrawal records
- Account balances
- Tap "Download" next to your desired month/year. The file will save as a PDF or CSV.
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Review Transaction History (Optional)
- For granular details, visit "Transaction History" under the "Assets" tab.
Filter by:
- Date range
- Transaction type (e.g., trades, transfers)
- Currency
Best Practices
- Secure Storage: Save downloaded statements in an encrypted folder or cloud storage.
- Troubleshooting: If the app fails to generate statements, try accessing OKX via desktop or update the app.
FAQs
How often can I download my OKX account statement?
You can download statements monthly or annually. OKX retains records for the past 12 months.
What file formats are supported for statements?
OKX provides statements in PDF (readable format) and CSV (for data analysis).
Can I customize the date range for my statement?
Yes! Use the "Transaction History" section to filter specific periods beyond pre-generated monthly statements.
Why This Matters
- Tax Compliance: Simplify crypto tax reporting with organized records.
- Performance Tracking: Analyze trading patterns and ROI.
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Final Tips
- Regularly back up your statements to avoid data loss.
- For discrepancies, contact OKX support with your statement as reference.
Disclaimer: This guide is for informational purposes only. Cryptocurrency trading involves risks; always conduct independent research.
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