In today's thriving digital asset trading landscape, investors, institutions, quant teams, and professional users increasingly require more sophisticated tools than basic single-account operations. Sub-account functionality has become essential for multi-strategy management, risk isolation, and capital allocation. As a leading global trading platform, OKX offers robust sub-account support with advanced features. This guide explores every aspect of OKX sub-accounts to help you optimize trading efficiency and security.
OKX Sub-Accounts: Core Features
Sub-accounts are independent entities under a main account, each with:
- Dedicated funds and trading records
- Custom API permissions and risk controls
- Full management by the main account (transfers, freezes, password resets)
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Key Use Cases
- Risk Isolation
Independent capital per sub-account minimizes exposure to single-point failures like hacks or strategy errors. - Multi-Strategy Deployment
Run quant trading, grid arbitrage, or CTA strategies concurrently without interference. - Team Collaboration
Assign tailored permissions (API access, withdrawals) to team members for secure institutional management. - Strategy Testing
Test new approaches with small amounts in sub-accounts before scaling successful strategies.
Why Choose OKX for Sub-Accounts?
| Feature | Benefit |
|---|---|
| Instant Setup | No additional KYC—create sub-accounts in minutes via main account. |
| Isolated Funds | Separate accounting for each sub-account’s assets, positions, and P&L. |
| Granular Controls | Customize API keys, trading limits, and withdrawal permissions. |
| Advanced Risk Mgmt | Sub-accounts use independent liquidation systems to prevent cross-account impacts. |
| Detailed Analytics | Track profitability, fees, and performance per sub-account. |
How to Set Up OKX Sub-Accounts
Step 1: Register & Complete KYC
Ensure your main OKX account is verified.
Step 2: Access Sub-Account Management
Navigate to: [Account] > [Sub-Account Management] (Web/APP).
Step 3: Create Sub-Account
Click "New Sub-Account", set a name, login password, and fund password.
Step 4: Fund Allocation
Transfer supported assets (USDT, BTC, etc.) from the main account.
Step 5: Configure API & Permissions
Generate sub-account-specific API keys with restricted access if needed.
Step 6: Monitor & Trade
Log into sub-accounts individually—main account oversees all activity.
👉 Optimize your API security here
Pro Tips
- Limit API Permissions: Apply the principle of least privilege for third-party tools.
- Enable 2FA: Use Google Authenticator/fund passwords on sub-accounts.
- Restrict Withdrawals: Disable sub-account withdrawals unless necessary.
- Monitor Liquidation Risks: Sub-accounts don’t share margin but require individual risk management.
FAQs
Q: Can I merge sub-accounts later?
A: No—each operates independently, but funds can be transferred back to the main account.
Q: How many sub-accounts can I create?
A: OKX allows up to 200 sub-accounts per main account.
Q: Do sub-accounts incur extra fees?
A: No additional costs, but standard trading fees apply.
Q: Can sub-accounts access DeFi products?
A: Yes—OKX supports sub-account access to all product lines (spot, futures, options, DeFi).
Sub-account management is evolving from a premium feature to an industry standard. OKX’s continuous refinements in this area solidify its position as a top choice for professional traders and institutions. Implement sub-accounts today to enhance your capital efficiency and risk control.