A sub-account is a secondary account linked to your main OKX account. You can create multiple sub-accounts to diversify your trading strategies and reduce risk. Sub-accounts can be used for spot trading, margin trading, futures trading, and deposits—but they cannot be used to make withdrawals.
Types of Sub-Accounts
There are two main types of sub-accounts available:
- Standard Sub-Account: Ideal for separating funds to execute different trading strategies. You can deposit or transfer funds into this account, but withdrawals are not permitted.
- Managed Trading Sub-Account: Suitable for users who want to entrust their trading to a professional team. This option helps protect your assets and may offer better VIP fee rates during the linking period.
How to Create a Sub-Account
Follow these steps to set up a new sub-account:
- Log in to your main OKX account and navigate to your Profile.
- Select Sub-Account and then choose Create Sub-Account.
- Enter a login name and select the account type (standard or managed).
- Review the information and select Submit.
- Enter your two-factor authentication (2FA) code and confirm to complete the process.
Important things to note:
- Sub-accounts inherit the VIP level of the main account at the time of creation and update daily.
- Regular users (VIP levels 1–5) can create up to 3 sub-accounts. Higher-tier users may have different limits.
- Sub-accounts can only be created via the OKX website.
How to Log In to a Sub-Account
To access your sub-account:
- Log into your main account on the OKX website.
- Go to the Sub-Account management section.
- Enable the Switchable option for the sub-account you wish to access.
- Select Switch next to the desired sub-account, or go to Profile > Switch Account.
This allows you to move seamlessly between your main account and sub-accounts as needed.
Benefits of Using a Sub-Account
Using sub-accounts offers several advantages:
- Risk Management: Isolate different trading strategies to minimize overall risk.
- Organized Trading: Keep various trading activities separate for clearer performance tracking.
- VIP Benefits: Sub-accounts inherit the VIP level of the main account, potentially lowering fees.
- Managed Options: Delegate trading to experts without transferring ownership of assets.
Frequently Asked Questions
What is the main purpose of a sub-account?
A sub-account helps traders manage multiple strategies under one main account. It improves organization, enhances security, and supports more efficient capital allocation.
Can I withdraw funds directly from a sub-account?
No, withdrawals are not permitted from sub-accounts. You must transfer funds back to the main account to withdraw.
How many sub-accounts can I create?
Standard users can create up to 3 sub-accounts. Users with higher VIP levels may have increased limits. Check your account specifics for exact numbers.
Is it possible to upgrade a sub-account to a main account?
No, sub-accounts cannot be converted into main accounts. They are designed to operate under your primary account structure.
Are sub-accounts free to create?
Yes, creating a sub-account is free. However, standard trading and funding fees may apply based on your VIP level.
Can I use sub-accounts on the mobile app?
While you can manage and switch between sub-accounts on mobile, creating them is only supported on the web version.
Managing Funds Between Accounts
Transferring funds between your main account and sub-accounts is straightforward. You can move cryptocurrencies easily through the funding section. This feature helps you allocate resources based on strategy and market conditions. For a detailed guide on transfers and deposits, you can explore the funding tutorial here.
Conclusion
Sub-accounts are powerful tools for traders who use multiple strategies or want to keep certain activities separate. Whether you're managing your own trades or working with a professional team, sub-accounts offer flexibility, improved organization, and enhanced control over your trading portfolio.