In the fast-evolving world of digital asset trading, managing your investments efficiently is key to long-term success. One powerful tool offered by leading platforms like OKX is the sub-account — a secondary account linked directly to your main OKX account. Designed for both novice and experienced traders, sub-accounts allow you to segment your trading activities, apply diverse strategies, and enhance risk management without compromising security or control.
A sub-account operates under the umbrella of your primary account but functions independently for specific purposes such as spot trading, margin trading, or futures contracts. While deposits into sub-accounts are permitted, withdrawals are restricted by default in standard configurations — giving you greater oversight and protection over fund movements.
This layered approach not only streamlines portfolio organization but also supports advanced use cases like team-based trading, performance tracking, and tiered access management.
👉 Discover how sub-accounts can elevate your trading strategy today.
How to Create a Sub-Account
Creating a sub-account on OKX is a straightforward process designed to give you full control with minimal friction. Follow these steps to set up your first sub-account:
- Log in to your OKX account via the official website.
- Navigate to Profile and select Sub-Account Management.
- Click + Create Sub-Account, then enter a unique Sub-Account Name and choose the Account Type.
Choose Your Sub-Account Type
OKX offers two main types of sub-accounts tailored to different trading needs:
- Standard Sub-Account: Ideal for users who want to separate funds for distinct trading strategies. You can deposit and transfer assets into this account, enabling isolated operations for spot, margin, or contract trading. However, withdrawals are disabled, ensuring enhanced fund security.
- Managed Trading Sub-Account: Perfect for those looking to collaborate with professional trading teams. With this option, you can delegate trading authority while retaining ownership of assets. During the collaboration period, you may also benefit from improved VIP fee tiers, reducing transaction costs and boosting net returns.
- After confirming all details, click Submit.
- Complete the verification by entering your 2FA authentication code.
Once verified, your sub-account will be active and ready for use.
Important Notes:
- Sub-accounts automatically inherit the verification level (KYC tier) of the main account and are updated daily based on the parent account’s status.
- Users at Levels 1–5 can create up to 10 sub-accounts. Higher-tier users should check their personal limits in the dashboard.
- Sub-accounts can only be created through the OKX website, not the mobile app.
How to Switch Between Your Main and Sub-Accounts
After setting up one or more sub-accounts, switching between them is simple and intuitive:
- Log in to your main OKX account at okx.com.
- Go to Profile and enable the Toggle Option to allow switching between accounts.
- Select the sub-account you wish to access by clicking Switch next to its name.
Alternatively, go to Profile > Switch Account and choose your desired sub-account from the list.
This seamless transition ensures you can monitor and manage multiple strategies in real time — whether you're tracking a conservative spot portfolio or an aggressive leveraged position.
👉 Start organizing your crypto trades with custom sub-accounts now.
Key Benefits of Using Sub-Accounts
Sub-accounts aren’t just about splitting balances — they’re strategic tools that enhance flexibility, security, and performance analysis.
1. Risk Isolation
By allocating funds across multiple sub-accounts, you can isolate high-risk strategies (like futures trading) from conservative holdings (such as long-term spot investments). This prevents a single underperforming strategy from impacting your entire portfolio.
2. Strategy Segmentation
Run parallel strategies — for example, one sub-account focused on stablecoin yield farming, another on BTC/USDT swing trading — without mixing capital or confusing performance metrics.
3. Enhanced Security
Since standard sub-accounts cannot initiate withdrawals, even if compromised, attackers won't be able to move funds out. All assets remain securely under the control of the main account.
4. Performance Tracking
Evaluate each sub-account independently to identify which strategies deliver the best risk-adjusted returns. This data-driven insight helps refine your overall trading approach.
5. Team Collaboration (Managed Sub-Accounts)
Delegate trading responsibilities to trusted third parties or professional managers without surrendering asset ownership. Ideal for institutional investors or individuals seeking expert management.
Frequently Asked Questions (FAQ)
Q: Can I withdraw funds from a standard sub-account?
No. Standard sub-accounts do not allow direct withdrawals. To move funds out, you must first transfer them back to your main account.
Q: Are sub-accounts visible to others?
No. Sub-accounts are private and only accessible by you through your authenticated main account. No public record or external visibility exists.
Q: Can I upgrade a sub-account’s verification level independently?
No. Sub-accounts inherit the KYC level of the main account and cannot be upgraded separately.
Q: Can I trade all products on a sub-account?
Yes. Sub-accounts support spot trading, margin trading, and contract trading, depending on how permissions are configured.
Q: Is there a fee to create or maintain a sub-account?
No. Creating and maintaining sub-accounts on OKX is completely free.
Q: Can I delete a sub-account?
You cannot manually delete a sub-account. However, inactive sub-accounts may be automatically removed after a prolonged period of non-use.
Sub-accounts represent a smart evolution in personal and institutional crypto asset management. Whether you're diversifying strategies, collaborating with traders, or simply organizing your portfolio, they offer a flexible, secure framework tailored to modern trading demands.
As digital asset markets grow more complex, tools like sub-accounts become essential for maintaining clarity, control, and competitive advantage.
👉 Unlock smarter trading with secure, customizable sub-accounts on OKX.
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