Step-by-Step Guide to Using Asset Management Sub-Accounts

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Investor Guide

Creating an Asset Management Sub-Account

  1. After logging in, select "Sub-Accounts" under your profile icon.
  2. Click "Create Sub-Account."

  3. Fill in the required details and configure the account based on your preferences:

    • Login Name
    • Account Type: Asset Management Sub-Account
    • Trading Team Account: Enter the UID to bind the account*
    • Advanced Settings: Trading preferences
    • Advanced Settings: Deposit permissions**

    Binding a trading team UID is optional at this stage and can be done later.
    *Deposit permissions are enabled by default but can be disabled if needed.

  4. Click "Submit All" to finalize.

    • Use "Save All" to save as a draft.
    • Multiple drafts can be created via "Add New Draft."
  5. Complete two-factor authentication (2FA) to finish the setup.

Binding Sub-Accounts to a Trading Team

  1. If no UID was bound earlier, click "Bind Trading Team Account."
  2. Select up to 15 sub-accounts to link, then proceed.
  3. Enter the trading team’s UID (obtain this in advance) and click "Next."
  4. Verify via 2FA to complete binding.
  5. Successful binding will show as "Bound."

Transferring Funds to Sub-Accounts

  1. Navigate to "Funds Transfer."
  2. Select the currency, enter the amount, and confirm.

Transferring Funds Between Custodial Sub-Accounts

  1. Go to "Sub-Accounts."
  2. Click "Operation" > "Custodial Sub-Account Settings."
  3. Enable "Allow Transfers Between Custodial Sub-Accounts" under "Withdrawals."
  4. Initiate transfers via API.

Unbinding Sub-Accounts

  1. Select "Under Custody" > "Unbind."
  2. Choose up to 15 sub-accounts to unbind and proceed.
  3. Complete 2FA to finalize.
    Post-unbinding, delete unused sub-accounts for better management.

Trading Team Guide

Becoming a Trading Team

Trading via Sub-Accounts

  1. Navigate to "API" under your profile.

  2. On the API key page:

    • Select the client sub-account under "Customer Accounts."
    • Click "Create API Keys."
  3. Enable "Trading" permissions.
    👉 Learn about API trading here.

Investor Visibility Settings

Adjust what investors can view:

  1. Go to "Sub-Accounts" > "Customer Accounts."
  2. Select "Operation" > "Asset Management Sub-Account Settings."
  3. Modify "History" permissions as agreed with clients.

Unbinding Sub-Accounts

Note: Only sub-accounts with zero trading volume for 3 months and balances under 1,000 USDT can be unbound.

Manual Unbinding

  1. Navigate to "Customer Accounts" > "Under Custody."
  2. Follow prompts to unbind.

Auto-Unbinding

  1. Enable "Auto-Unbind" under "Sub-Account Settings."

FAQs

Q: How many sub-accounts can I bind to one trading team?
A: Up to 15 sub-accounts per trading team.

Q: Can I disable deposits to a bound sub-account?
A: Yes. Toggle off "Deposit Permissions" during setup.

Q: What’s the minimum VIP level for trading teams?
A: VIP Level 1 or higher.

👉 Explore OKX’s VIP tiers.