How to activate the sub-account feature on OKX?

Understanding Sub-Accounts on OKX

1. Sub-accounts on OKX are designed to allow users to manage multiple trading identities under a single main account. This functionality is especially useful for institutional traders, fund managers, or individuals who want to separate trading strategies across different market conditions.

2. Each sub-account operates independently with its own API keys, trading history, and balance records while remaining linked to the primary account for oversight and fund allocation purposes.

3. The activation process does not require any additional verification beyond what is already completed for the main account, provided that the account meets basic security requirements such as two-factor authentication (2FA) being enabled.

4. Once activated, sub-accounts can be customized with individual permissions, including withdrawal restrictions, API access levels, and trading limits, ensuring granular control over each entity’s capabilities.

Steps to Activate Sub-Account Feature

1. Log in to your OKX main account through the official website or mobile application and navigate to the 'Assets' section located in the top menu bar.

2. Within the Assets dashboard, locate and click on the “Sub-Account” tab, which will redirect you to the sub-account management interface where all related actions are centralized.

3. Click on the option labeled “Create Sub-Account,” which prompts a new window asking for a unique name for the sub-account; this name should reflect its intended use for easier identification later.

4. Confirm the creation using your 2FA method—either Google Authenticator, SMS code, or email verification—to ensure secure authorization before the system finalizes setup.

5. After confirmation, the platform generates the sub-account instantly, and it appears in your list of active sub-accounts, ready for configuration and funding transfers from the main wallet.

Configuring Permissions and Fund Allocation

1. From the sub-account management page, select the newly created sub-account and enter the settings panel to define access rights such as spot trading, futures trading, or margin capabilities.

2. Use the permission toggle options to restrict or enable specific functions, particularly disabling withdrawal privileges if the sub-account is meant for strategy execution without asset movement authority.

3. To transfer funds, go to the “Transfer” function within the main account, choose the source wallet (main), destination (sub-account), specify asset type and amount, then confirm via 2FA.

4. Monitor transaction records in both the main and sub-account dashboards to verify successful transfers and maintain accurate bookkeeping across entities.

Managing Multiple Sub-Accounts Efficiently

1. Utilize the batch operation tools available in the sub-account manager to apply uniform settings across several sub-accounts simultaneously, reducing manual input errors and saving time during large-scale deployments.

2. Assign descriptive tags or notes to each sub-account based on purpose—such as arbitrage bot, long-term holding, or volatility scalping—to streamline tracking and reporting workflows.

3. Regularly audit login histories and API usage logs for anomalies, especially when third-party bots or external teams have partial access to certain sub-accounts.

4. Leverage OKX’s API key binding feature to associate specific IP addresses with each sub-account’s API credentials, enhancing security against unauthorized remote access attempts.

Frequently Asked Questions

Can a sub-account initiate withdrawals directly?No, unless explicitly permitted by the main account holder through the permission settings. By default, all sub-accounts are restricted from initiating withdrawals to protect the overall fund integrity.

Is there a limit to how many sub-accounts one main account can create?OKX allows up to 100 sub-accounts per main account, subject to compliance checks and ongoing activity monitoring. Users needing more may contact support for enterprise-level solutions.

Do sub-accounts have separate KYC procedures?No, sub-accounts inherit the KYC status of the main account. No additional identity verification is required at the sub-account level.

Can API keys from a sub-account trade across different products like Spot and Futures?Yes, but only if those trading permissions are manually enabled by the main account administrator. Default API access grants limited functionality until expanded through the settings panel.