- What is a sub-account on the OKX exchange?
A sub-account on the OKX exchange, as the name suggests, is an independent account created under the main account. Each sub-account has its own funds, trading permissions, and settings, allowing for independent trading operations without interfering with the funds and trades of the main account or other sub-accounts. For users who need to manage multiple accounts, the sub-account feature provides a more efficient and flexible way to manage assets.
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Four Core Functions
Role Division: Traders, auditors, and fund managers each have their own responsibilities to avoid private key leakage.
Risk Isolation: Allocate main funds and high-risk strategies (such as contract leverage) to different sub-accounts.
Asset Transparency: The main account monitors the asset changes and transaction records of all sub-accounts in real-time.
Permission Customization: Fine-tune control over sub-account withdrawal limits, trading varieties, API functions, etc.
What is a sub-account on the OKX exchange?
2. How to create a sub-account on the OKX (OKX) APP?
The steps to create a sub-account on the OKX (OKX) APP are very simple. Here are the detailed steps:
Step 1: Log in to your OKX account
Open the OKX APP, enter your phone number or email and password to log into your account.
If it's your first time logging in, you may need to verify your identity through a phone verification code, Google authentication, or email verification code.
Log in to your OKX account
Step 2: Go to account settings
On the APP homepage, click on the "top left corner" to enter the account center, then click on the account switch icon in the "top right corner" to enter the account switch page.
Note: Before creating a sub-account, the main account must complete real-name verification to continue creating.
Go to account settings
Step 3: Select sub-account creation
After entering the account switch page, you will see the "Create Sub-account" button. Click to enter the sub-account creation page.
On the sub-account creation page, you need to set the name of the sub-account for easy differentiation between different sub-accounts.
Sub-account name setting
After completing the authenticator app verification, click the "Confirm" button, and your OKX sub-account will be successfully created. You can enter the sub-account for settings on the account switch page.
OKX sub-account creation completed
Step 4: Manage and use sub-accounts
After creation, you can view and manage all created sub-accounts on the sub-account management page. Each sub-account will display its current fund balance, trading permissions, and other information.
You can transfer funds to the target sub-account at any time from the main account or other sub-accounts. The fund transfer process is simple and quick, supporting fast arrival.
OKX sub-account fund transfer
Step 5: Sub-account security settings
To ensure the security of sub-accounts, you can set independent two-factor authentication for each sub-account, such as SMS verification, Google authentication, etc. This way, even if the main account's login information is leaked, the funds in the sub-account can still be protected.
Switch to the sub-account, and in the user center > security settings, bind the authenticator app (Google Authenticator). The sub-account also supports binding a phone number.
Sub-account security settings
3. Main functions and advantages of OKX sub-accounts
- Independent operation with multiple roles
Independent login and trading, each sub-account has its own email/password and two-factor authentication (2FA), allowing for independent login and trading without sharing the main account's private key.
Permission level management, the main account can customize the permission scope of sub-accounts, such as allowing only spot trading, prohibiting contract leverage, limiting withdrawal amounts, etc. - Flexible allocation and isolation of funds
Shared fund pool, sub-accounts share the same fund pool as the main account, allowing real-time fund transfers from the main account to sub-accounts without repeated deposits and withdrawals.
Risk isolation, different strategies (such as arbitrage, high-frequency trading) are allocated to independent sub-accounts to avoid a single operational error affecting overall assets. - API and automated management
Independent API permissions, configure API keys separately for sub-accounts, restricting them to access market data or execute specific trading instructions only.
Supports batch operations, allowing for batch creation and management of sub-accounts via API or CSV templates, suitable for institutional users for efficient deployment. - Improve trading efficiency
For users operating multiple accounts, sub-accounts can effectively improve trading efficiency. Multiple sub-accounts can operate independently under different markets and strategies, avoiding operational inconveniences caused by centralized fund management. - Unique advantages of OKX sub-accounts
Function
OKX
Binance
Account hierarchy supports three levels (main → sub → grandchild) only supports two levels (main → sub)
Permissions 40+ configurable parameters (such as leverage limits, currency blacklists) 20+ basic permissions
Fee discounts sub-accounts share the main account's VIP fee rate independently calculate sub-account trading volume
Mobile management full functionality support (creation, transfer, audit) only supports basic viewing functions
API operations support API/CSV batch creation and management only supports API batch operations - Common questions and answers about sub-accounts
What should I do if I get a "account does not exist" prompt when logging into the sub-account?
Check if you selected the [Sub-account login] entry instead of the main account login.
Confirm that the email format is "[email protected]".
Can I batch create sub-accounts on the APP?
Not currently supported. If you need to create in bulk, you must use the official website's web version [CSV import] or API interface.
How to unfreeze a sub-account that was mistakenly locked?
The main account can click [Unlock] in [Sub-account management → Account status], and facial recognition verification must be completed.
How to protect the sub-account after losing the phone?
Immediately log into the main account on another device and freeze the relevant sub-accounts in [Security settings].
The sub-account feature of the OKX exchange provides great convenience for individual traders, institutional investors, and large traders. By creating sub-accounts, users can flexibly manage funds, optimize trading strategies, achieve risk isolation, and enhance the efficiency and security of fund operations. The process of creating sub-accounts on the OKX APP is simple and easy to use, suitable for various types of users. If you are a user who needs to manage multiple trading strategies or accounts, the sub-account feature of OKX is undoubtedly an indispensable tool. I hope this guide helps you successfully create and manage sub-accounts for better cryptocurrency trading.