A sub-account is a secondary account connected to your OKX account. You can create multiple sub-accounts to diversify your trading strategies and reduce risks. Sub-accounts can be used for spot, spot leverage, contract trading, and deposits for standard sub-accounts, but withdrawals are not allowed.How do I create a sub-account?

Similarly, after becoming a sub-broker, the account will have their own sub-broker code. Users using the Broker will have a Broker Code when placing an order. Once Sub-broker settings are configured, the system generates a Sub-broker Code for the Sub-broker. Users who use the Sub-broker will have the Sub-broker Code when placing orders. Users will either execute a trade with the Broker Code or the Sub-broker Code.

If all of a sub-affiliate's links are deleted, the sub-affiliate account will be closed automatically. When the sub-affiliate closes their sub-affiliate account, they will no longer receive commissions. This action can't be undone, so we recommend communicating with your affiliates first. Links that previously failed an assessment and entered an abnormal status will be subject to real-time assessment.

What is a managed trading sub-account A special sub-account type where investors entrust their sub-accounts to trading teams It can guarantee the asset safety of investors and the strategic safety of trading teams, and both parties can enjoy a better VIP rate during the binding periodWhat types of users are suitable for creating managed trading sub-account Users suitable for creating managed trading sub-account are below: Investors create multiple managed trading sub-accounts and authorize different

For more details, please refer to Sub-account rate limit Fill ratio based sub-account rate limit The target go live date is early March. Any upcoming updates, including the exact go live date, will be updated through this article. OKX team January 10, 2024

should Protect your trading strategies from investors Enjoy better VIP rates when more managed trading sub accounts are linked (Higher Volume) One platform to manage all their clients' funds Rules on Managed Sub Accounts Refer here (Rules on Managed Sub Accounts)Creation and Processes of Managed Trading Sub Accounts Refer here (Step by Step Guide of Managed Trading Sub Accounts)FAQGeneral Questions: 1.

Transferring of funds into managed trading sub-accounts Select [Transfer] 2. Select the crypto and input the amount before transferring funds into managed trading sub-accounts. Transferring of funds between managed trading sub-accounts 1. Navigate to [Sub-accounts] 2. Go to [Action] - [Managed trading sub-account settings] 3. Select [Withdrawals] and enable the setting [Allow transfers between managed trading sub-accounts] 4.

Sub-accounts can be used for spot, spot leverage, contract trading and deposits for standard sub-accounts, but withdrawals are not allowed. You can only transfer crypto from your main account into your sub-account. To transfer funds from your sub-account back to your main account, you must do this within the main account.How do I transfer crypto from my main account to sub-account?

If you join on July 20, your protection period will be from July to December.How can I partner with sub-affiliates? As an affiliate, you can invite sub-affiliates to help share your links, and your sub-affiliates can also get a share of invitees' trading fees. Here's how it works: Make sure your sub-affiliate has an OKX account. Create a sub-affiliate link on the Affiliates page. Note: Only affiliates can create and edit sub-affiliate links.

After logging in to the sub-account, users can set up the account mode of sub-account separately. Users who have multiple sub-accounts can go to the sub-account management page to set the account mode after logging in to their master accounts. The types of account modes that can be set for all master and sub accounts are the same, and different modes can be set for different sub accounts.

If a sub-affiliate is cancelled, only the sub-affiliate whose status is revoked will be notified, except when that sub-affiliate has their own sub-affiliates, who will also be cancelled and notified.

Traders with multiple sub-accounts: for traders managing multiple sub-accounts, the Self-Trade Prevention feature provides a robust solution. You can define your own unique Self-Trade Prevention's ID for each sub-account, giving you full control over preventing inadvertent self-trades within each sub-account. This empowers you to execute diverse trading strategies across various sub-accounts with confidence, as the ID can be customized according to your specific needs.

Assume that after the above mechanism: - The account has a remaining liability of 5 BTC; - Sub-account A has assets of 1 BTC, and its IMR is 0.8 BTC, and its MMR is 0.5 BTC; - Sub-account B has assets of 1 ETH, and its IMR is 0.8 ETH, and its MMR is 0.5 ETH. The repayment process would be as follows: 1. First, all pending orders in all trading accounts are cancelled; 2. Next, 0.2 BTC is transferred from sub-account A to OKX, in order to repay the loan up to the IMR of that sub-account.

In the event that borrowers do not choose to include their main account in the Risk Unit, they may choose to treat a sub-account as the delegated main account where the Creditline / VIP Loan service are provided. Each of the main / sub-accounts can only be part of one Risk Unit. In the absence of a selection of Risk Unit composition, the Main and all eligible sub-accounts are selected to form the Risk Unit.

If you still hold isolated margin positions in these modes by Oct 13, 2025, they will be migrated to a new sub-account named IsolatedMarginMigration. This sub-acccount will be in futures mode, offering you an isolated margin trading experience similar to that in multi-currency margin mode and portfolio margin mode. To continue trading with isolated margin, you can use future mode. For more details, refer to this product document. OKX team Oct 10, 2025