A sub-account is a secondary account connected to your main OKX account. You can create multiple sub-accounts to diversify your trading strategies and reduce overall risk. These accounts support various trading types, including spot, spot margin, and contract trading. In standard sub-accounts, deposits are permitted, but withdrawals are restricted.
How Sub-Accounts Work
Sub-accounts function as independent trading environments under your main account umbrella. They allow you to segment your capital and experiment with different strategies without commingling funds. Each sub-account operates with its own balance and trading history, providing a clear view of performance per strategy.
The system is designed to enhance both security and organizational efficiency. By isolating trades, you protect your primary portfolio from high-risk activities. Additionally, sub-accounts inherit the VIP level and security settings of the main account, ensuring consistent benefits and protection.
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Types of Sub-Accounts
OKX offers two primary types of sub-accounts to meet different user needs.
Standard Sub-Account
This type allows you to separate your funds for executing distinct trading strategies. You can deposit and transfer funds into this sub-account, but you are not permitted to make withdrawals directly from it. It is ideal for traders managing their own diversified portfolios.
Managed Trading Sub-Account
With this option, you can entrust your sub-account to a professional trading team. This setup ensures your assets remain secure while you potentially enjoy better VIP fee rates during the membership period. It's a solution for those seeking expert management.
How to Create a Sub-Account
Creating a sub-account is a straightforward process completed in a few steps.
- Log in to your main account on the OKX website and navigate to your Profile settings.
- Select +Create Sub-Account.
- Enter a unique Login Name for the new sub-account.
- Choose the desired Account Type (Standard or Managed Trading).
- Select Submit All after confirming the information is correct.
- Execute and confirm the 2FA (Two-Factor Authentication) code to complete the creation process.
Important Notes on Creation:
- Once created, sub-accounts inherit the VIP level of the main account and are updated daily to reflect any changes.
- Regular users (VIP Levels 1 to 5) can create a maximum of 10 sub-accounts. Users at other levels should check their specific limits.
- Sub-accounts can only be created via the OKX website.
How to Log Into Your Sub-Account
You do not log into a sub-account with a separate password. Access is managed through your main account dashboard.
- Log into your main account on the OKX website.
- Navigate to your account management or profile section.
- Activate the Switchable option to view a list of your sub-accounts and main account.
- Select Switch next to the sub-account you wish to enter. Alternatively, you can go to Profile > Switch Account and select the desired sub-account from the list.
Transferring Funds to a Sub-Account
Managing funds between your main account and sub-accounts is a key part of the process. You can easily allocate capital to different strategies.
- From Main to Sub-Account: Transfers are typically instant and fee-free within the OKX ecosystem. This allows you to quickly fund a new strategy.
- Between Sub-Accounts: Direct transfers between sub-accounts are usually not permitted. Funds must often be routed through the main account.
- External Deposits: You can deposit funds directly into a sub-account’s unique deposit address.
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Benefits of Using Sub-Accounts
Implementing a sub-account structure offers several advantages for disciplined traders.
- Risk Management: The primary benefit is isolating risk. A loss in one high-risk strategy sub-account does not directly impact the capital in others or your main account.
- Strategy Diversification: Test and run multiple trading strategies simultaneously without interference.
- Performance Tracking: Easily monitor the profitability and performance of each strategy individually.
- Organizational Efficiency: Keep your trading activities neatly organized, which is especially useful for users who trade on behalf of others or manage separate portfolios.
Frequently Asked Questions
What is the main purpose of a sub-account?
The main purpose is to help traders manage risk and organize their strategies. By separating funds into different sub-accounts, you can isolate high-risk trades, test new strategies without jeopardizing your main portfolio, and track the performance of each approach individually.
Can I withdraw funds directly from a standard sub-account?
No, you cannot withdraw funds directly from a standard sub-account. To access funds, you must first transfer them back to your main account, from which withdrawals can then be processed. This adds an extra layer of security.
How many sub-accounts can I create?
Standard users from VIP Levels 1 to 5 can create up to 10 sub-accounts. The limit for users with higher VIP levels may differ. It's best to check the current limits within your account profile on the OKX website.
Do sub-accounts have their own VIP level?
No, sub-accounts do not have independent VIP levels. They inherit the VIP level and associated fee benefits from the main account. This level is updated daily to match any changes to the main account's status.
Is it possible to delete a sub-account?
The ability to delete or deactivate a sub-account depends on the platform's features. Typically, you must first ensure the sub-account has a zero balance by transferring all funds back to the main account before initiating any deletion process through account settings.
Can I use the mobile app to manage my sub-accounts?
Yes, you can usually view and switch between sub-accounts on the mobile application. However, critical functions like creating a new sub-account or modifying settings may be restricted to the desktop website for security reasons.