Investment Capability Assessment Guide

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What Is the Investment Capability Assessment?

The L4 Investment Capability Assessment is an advanced KYC (Know Your Customer) verification tier that builds upon standard real-name authentication. By completing this assessment, users unlock enhanced security features and optimized fiat transaction benefits—including streamlined bank transfers and credit/debit card processing—via HTX’s authorized compliance partners.

👉 Discover how to maximize your trading privileges

Prerequisite: Users must first complete L1–L3 verification before attempting the L4 assessment.


Step-by-Step Guide to Completing the L4 Assessment (Web)

Step 1: Access the Verification Portal

  1. Navigate to HTX’s official website.
  2. Click your profile icon (top-right corner).
  3. Select L3 Verification from the dropdown menu.

Step 2: Initiate the Investment Capability Assessment

Step 3: Address Verification

  1. Enter personal details:

    • Employment information (company name, role).
    • Residential address (must match supporting documents).
  2. Upload one of the following proofs (issued within the last 3 months):

    • Utility bills (electricity/water/sewage).
    • Municipal tax statements.
    • Internet service invoices.
    • Bank/corporate statements.
    • Landline phone bills (mobile bills excluded).

Critical Notes:


Why Is This Assessment Important?

👉 Learn about HTX’s compliance framework


FAQs

1. Can I retake the Risk Tolerance Assessment?

Yes, but updates may require re-verification of supporting documents.

2. How long does approval take?

Typically 24–48 hours. Delays occur if documents are unclear or incomplete.

3. Are mobile phone bills accepted for address proof?

No—only landline bills or the alternatives listed above qualify.

4. What if my residential address changes?

Submit a new proof document reflecting your current address to avoid verification lapses.


Key Takeaways

For further assistance, refer to HTX’s Help Center.


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