Step by Step Guide to Managed Trading Sub Accounts
The first part of the document is for investors, to skip to the trading team, scroll down to the trading team section
Guide for Investors
Creation of Managed Trading Sub Accounts
- Once logged in, select the [Sub Account] Section under your profile icon.
- Select Create Sub Account
- Set up a [Login ID and Password] - [Account Type: Managed Trading Sub-Account] - [Edit: Configure according to your preference] - [Submit]
*Note: As the owner of the Managed Trading Sub Account, you are not allowed to turn on the deposit feature. As this account will be managed by the trading team, this will prevent trading teams from depositing funds into your account, which may mislead the owners into thinking how the account is truly performing
Binding of Managed Sub Accounts to Trading Team
- Click on No third-party account linked
- Key in the trading team UUID; you should have requested the UUID of the trading team beforehand
- Upload the binding agreement which should have been signed by you. This binding agreement is provided by the trading team. Click on [Confirm Binding] once completed.
- When successful, you will see that the account has a binding status
Transfering of funds into Managed Trading Sub-Account
- Select 【Transfer】
- Select the Crypto and the amount before transferring the Managed Trading Sub-Accounts
Unbinding the Managed Trading Sub Account from Trading Team
There are 2 ways to unbind accounts. It can either be automated based on certain threshold or done manually. The default setting for auto-unbinding is disabled
How to turn on Auto-Unbinding
- Go to 【Action】- 【Managed Trading Sub-Accounts Settings】-【Turn on Auto Unbinding】
- Once turned on, you can set the threshold accordingly. You may create an alert notification to notify yourself if your equity goes below a certain limit
- Your Managed Trading Sub-Accounts will be automatically unbinded once the funds reach the limit of your unbinding threshold
Manual Unbinding
- Go to 【Binding】- 【Unbind】, key in your SMS code and Authentication app code to unbind.
- Once successfully unbinded, you will see the 【No third-party account linked】as seen below
Deleting Managed Trading Sub-Accounts
After unbinding, we encourage you to delete the Managed Trading Sub-Account if you are not planning to use it. The main purpose to make it easier for you to keep track of your sub accounts
- Go to 【Actions】 - 【Delete sub-account】 - 【Enter the authentication code】
Guide for Trading Team
How to become a Trading Team
You need to create an account in OKX, with VIP level >=1 or self-owned funds >=5mm USDT. If these requirements are satisfied, please contact Joy Wong (joy.wong@okc.com) to apply.
How to start trading the funds on Managed Trading Sub-Accounts
- Login to your okx account and navigate to the 【API】 tab
- Select the [client accounts] tab and select the account you want to create an API for, then click on [Create V5 API key]
- To understand how to trade with API keys refer to this page
Viewing Permission For Investors
As a trader, you can restrict viewing permission of the investors to adjust the viewing permission of the investor. There are 2 settings that you, as a trader, can toggle with
- Go to the 【Sub-account】tab and select 【Client Accounts】
- Go to 【Action】 - 【Managed Trading Sub-Account】 you want to toggle adjust the viewing permissions for the investors
- After doing so select [Trading History]. Toggle the settings according to what you and client are agreeable to.
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