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What is sub-account?
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?Published on Aug 22, 2023Updated on Mar 4, 2026FAQ1,827Introduction to OKX's Sub-Broker
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.Published on Jul 15, 2023Updated on Apr 21, 2025Product documentationSub-account update methods and FAQ
Any sub-accounts that exceed the allowed number will be frozen.Which sub-accounts will be frozen first? Sub-accounts with the lowest account balances will be frozen first.What happens after my sub-account is frozen? After your sub-account is frozen, you won’t be able to use it to trade or open new positions.What happens to my open positions if my sub-account is frozen? If your frozen sub-account still holds open positions, you can manage your risk by adding margin or closing positions.Published on Sep 29, 2024Updated on Mar 13, 2026FAQ18OKX Sub-Affiliate link rules
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.Published on Sep 28, 2023Updated on Mar 16, 2026FAQ648Rules on Managed Trading Sub-accounts
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 differentPublished on Apr 4, 2023Updated on Apr 11, 2025Product documentationOKX will introduce sub-account rate limit
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, 2024Published on Jan 10, 2024Updated on Nov 17, 2025AnnouncementsManaged Trading Sub Account Feature on OKX
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.Published on Jun 1, 2023Updated on Apr 1, 2025Product documentationStep by Step Guide to Managed Trading Sub-accounts
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.Published on Mar 21, 2023Updated on Apr 23, 2025Product documentationHow do I transfer/deposit crypto with my sub-accounts?
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?Published on Aug 22, 2023Updated on Mar 18, 2026FAQ7,333Delta neutral strategy account mode
When creating a sub-account When you create a new sub-account: Go to Sub-accounts > Create sub-account On the creation screen, select Delta neutral strategy mode under Strategy mode2. From sub-account management Go to Sub-accounts > Sub-account management Select the sub-account you want to modify Tap More > Strategy mode Choose Delta neutral from the list3.Published on Nov 4, 2025Updated on Jan 30, 2026FAQ3Introduction to Unified Account
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.Published on Dec 23, 2020Updated on Dec 2, 2025Product documentationWhat's OKX Affiliate Program?
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.Published on Sep 27, 2023Updated on Mar 16, 2026FAQ3,200How do I prevent self-trade and improve my API trading efficiency and protection?
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.Published on Jun 11, 2024Updated on May 14, 2025FAQ11Forced Loan Repayment, Credit Line Liquidation and Risk Unit Terms and Conditions
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.Published on Mar 12, 2025Updated on Dec 9, 2025FAQ31What is VIP Loan?
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.Published on Dec 16, 2025Updated on Jan 29, 2026FAQ