A sub-account is a secondary trading account linked to your primary OKX TR account. Designed to enhance flexibility and control, sub-accounts allow you to organize your trading activities more effectively by separating strategies, managing risk, and allocating capital across different purposes—all under one main account umbrella. Whether you're testing new trading techniques or managing funds for specific goals, sub-accounts offer a structured way to maintain clarity without needing multiple independent accounts.
Sub-accounts support spot trading and deposits (for standard types), but they do not allow withdrawals. This restriction adds an extra layer of security, ensuring that funds can only be withdrawn through the main account, where full control resides.
How to Create a Sub-Account
Creating a sub-account is a straightforward process designed for ease of use while maintaining security. Follow these steps to set up your first sub-account:
- Log in to your OKX TR account via the web platform.
- Navigate to Profile > Sub-accounts.
- Click + Create sub-account.
- Enter a unique Login ID and strong Password.
Choose the appropriate Account Type:
- Standard Sub-Account: Enables both trading and deposit functions. Ideal for active trading with dedicated funds.
- Managed Trading Sub-Account: Allows trading settings only—no deposits or withdrawals. Best for strategy testing or delegated management.
- Review your details and click Submit.
- Confirm the action using your 2FA authentication code.
Once confirmed, your sub-account will be active and ready for use.
👉 Discover how sub-accounts can streamline your trading strategy today.
Important Notes When Creating Sub-Accounts
- Tier Level Inheritance: Sub-accounts automatically inherit the fee tier level of the main account at the time of creation. This tier updates daily based on the main account’s activity and volume.
- Creation Limit: General users (Levels 1–5) can create up to 10 sub-accounts. Higher-tier users may have increased limits—check your account settings for exact numbers.
- Platform Restriction: Sub-accounts can only be created on the web version of OKX TR. Mobile app access is limited to login and switching functions.
How to Log In to a Sub-Account
You have two convenient options for accessing your sub-accounts:
Option 1: Direct Login
Go to the OKX TR login page and enter your sub-account’s Login ID and Password directly. This method works exclusively on the web platform.
Option 2: Account Switching (Recommended)
After logging into your main account:
- Go to Profile > Sub-accounts.
- Enable the Switchable feature for the desired sub-account.
- Return to your Profile section—you’ll now see a quick-switch option between your main and enabled sub-accounts.
This switching functionality is available:
- On web: Under the Profile dropdown menu
- On app: Within the Profile and Settings section
With account switching enabled, you can seamlessly move between your main and sub-accounts without repeated logins, streamlining your workflow.
Key Benefits of Using Sub-Accounts
Using sub-accounts isn't just about organization—it's about optimizing performance and security.
1. Risk Diversification
Run multiple trading strategies independently. For example, allocate one sub-account for high-frequency trading and another for long-term holds. If one strategy underperforms, it won’t impact the others.
2. Capital Segregation
Separate funds by purpose—such as profit reserves, active trading capital, or experimental portfolios—to maintain better financial oversight.
3. Team Collaboration & Management
For traders working with assistants or analysts, managed trading sub-accounts let others execute trades without giving them access to deposits or withdrawals.
4. Enhanced Security
Since withdrawals are restricted to the main account, even if a sub-account credential is compromised, funds remain protected.
👉 Unlock advanced trading control with secure, customizable sub-accounts.
Frequently Asked Questions (FAQ)
Q: Can I withdraw funds from a sub-account?
No. Withdrawals are disabled on all sub-account types for security reasons. All fund extractions must go through the main account.
Q: Do sub-accounts have separate API keys?
Yes. Each sub-account can generate its own API keys, allowing for automated trading bots or third-party integrations while still operating under the main account’s security framework.
Q: Can I transfer funds between sub-accounts?
Direct transfers between sub-accounts are not supported. To move funds, transfer from the sub-account to the main account first, then deposit into another sub-account.
Q: Are trading fees different on sub-accounts?
No. Sub-accounts inherit the main account’s fee tier, so you benefit from consistent pricing across all accounts based on your overall trading volume.
Q: Can I disable login access to a sub-account?
Yes. You can disable direct login access while keeping the account active for trading via API or management through the main account.
Use Cases: Real-World Applications of Sub-Accounts
Case Study: The Algorithmic Trader
John runs three automated trading bots with different risk profiles. He uses three standard sub-accounts—one for each bot—so he can monitor performance independently and prevent cross-strategy interference. Profits are periodically transferred back to the main account for withdrawal.
Case Study: The Family Investment Group
A group of siblings pools resources under one main OKX TR account. Each sibling manages their own standard sub-account with deposit and trading rights, but only the group leader can withdraw funds—ensuring transparency and shared control.
Final Tips for Effective Sub-Account Management
- Label your sub-accounts clearly (e.g., “BTC Swing Trade,” “Stablecoin Bot”) to avoid confusion.
- Regularly audit performance metrics across accounts to refine strategies.
- Use 2FA on your main account rigorously—its security protects all sub-accounts.
- Avoid reusing passwords across sub-accounts or sharing login credentials unnecessarily.
👉 Start building smarter trading structures with powerful sub-account tools now.
By leveraging sub-accounts wisely, traders gain greater control over their digital asset operations—improving efficiency, reducing risk, and enabling scalable growth. Whether you're a solo trader experimenting with new methods or part of a collaborative team, this feature offers a professional-grade solution tailored for modern crypto trading needs.
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