What Are Managed Trading Sub-Accounts?
Managed trading sub-accounts are a specialized account type on OKX where control is delegated to a professional trading team. This structure ensures asset safety for investors and strategic security for traders. Both parties benefit from VIP commission rates during the delegation period, creating a mutually advantageous arrangement.
This feature is designed for users seeking professional asset management without transferring funds outside the platform. It combines security, efficiency, and cost-effectiveness in a single solution.
Who Should Use This Feature?
For Investors
Ideal for investors who wish to entrust their capital to experienced trading teams. It suits those lacking time or expertise to trade independently but wanting exposure to crypto markets. Investors retain ownership while professionals handle execution.
For Trading Teams
Perfect for trading firms or organizations offering asset management services. It provides a streamlined way to manage multiple clients’ funds on one platform. Teams can protect their strategies while accessing superior commission rates based on aggregated volume.
Key Benefits of Managed Trading Sub-Accounts
Investor Advantages
- Diverse Strategies: Access multiple trading approaches without personal involvement.
- VIP Commission Rates: Benefit from lower fees through the trading team’s volume.
- Permission Control: Manage deposit and withdrawal permissions independently; trading teams only access what you explicitly grant.
- Flexible Termination: Ability to disengage from a trading team based on predefined rules or personal discretion.
Trading Team Advantages
- Strategy Protection: Keep proprietary methods confidential from investors.
- Enhanced VIP Rates: Achieve higher commission tiers by pooling volumes from multiple sub-accounts.
- Unified Management: Handle all client funds efficiently through a single interface.
How Managed Trading Sub-Accounts Work
The process begins with a delegation agreement prepared by the trading team and signed by both parties. This contract outlines terms, ensuring clarity and mutual understanding. OKX does not charge extra fees for this feature; only standard trade commissions apply based on account levels.
Investors can monitor asset balances but won’t see detailed profit/loss or positions unless granted by the trading team. Trade commissions appear in the account the following day (UTC+0).
Setting Up Managed Sub-Accounts
Creating a managed sub-account depends on your account level. Trading teams must have an active OKX account with VIP Level 1 or a balance of at least 5 million USDT. Eligible teams can apply through their account manager. The number of sub-accounts linked per team is determined by OKX based on various factors.
For investors, the setup involves selecting a verified trading team and approving the delegation agreement. Once activated, the team can execute trades on your behalf within agreed parameters.
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Frequently Asked Questions
General Questions
1. Is a formal agreement required?
Yes, a delegation agreement must be signed by both parties. This document is prepared by the trading team to ensure all terms are clearly defined.
2. Does OKX charge additional fees for this feature?
No, OKX does not impose extra costs. Users pay only standard trading commissions based on their account tier and volume.
3. How do trading commissions work?
Commissions are charged at VIP rates tied to the trading team’s aggregated volume. Investors bear the costs of trades executed on their behalf.
For Investors
1. How do I create a managed sub-account?
The process varies by account level. Check OKX’s guidelines or contact support for specific steps based on your status.
2. What commission rates apply to my managed sub-account?
You pay the commissions incurred from trades done by your trading team. Rates depend on the team’s VIP level and total volume.
3. Can I see the profit and loss (P&L) of my managed sub-account?
No, P&L details are not displayed. You can only view the asset balances.
4. Are positions in my managed sub-account visible?
Visibility is controlled by the trading team. If you need access, request it directly from them.
5. When are trade commissions reflected in my account?
Commissions appear the next day according to UTC+0 timezone.
For Trading Teams
1. How many managed sub-accounts can I link?
OKX determines the limit based on factors like team credibility, volume, and compliance history.
2. How can my team qualify as a managed trader on OKX?
You need an active account with VIP Level 1 or a minimum balance of 5 million USDT. Apply through your account manager for approval.
Managed trading sub-accounts offer a secure, efficient way to leverage professional expertise while maintaining control over your assets. Whether you’re an investor or a trader, this feature simplifies collaboration and enhances potential returns. 👉 Learn more about advanced trading tools