Managing digital assets through a structured and secure framework is essential in today’s fast-evolving crypto landscape. The asset management sub-account system on OKX provides a powerful solution for investors who want to delegate trading responsibilities while retaining control over their funds. This guide walks you through every step—from creating a sub-account to linking it with a professional trading team—ensuring transparency, security, and efficiency.
Whether you're an investor seeking hands-off portfolio growth or part of a trading team managing client assets, this comprehensive walkthrough covers both perspectives in detail.
🔐 Investor Perspective: Setting Up and Managing Your Sub-Account
Creating an Asset Management Sub-Account
To begin delegating your trading activities, you first need to set up a dedicated sub-account:
- Log in to your OKX account.
- Click on your profile icon and select [Sub-Accounts].
- Choose [Create Sub-Account].
- Set a unique Login ID and Password, select Account Type: Asset Management Sub-Account, customize settings as needed, then click [Submit].
This isolated environment ensures your main funds remain secure while enabling controlled access for external traders.
👉 Discover how to securely delegate crypto trading with advanced sub-account controls.
Linking Your Sub-Account to a Trading Team
Once your sub-account is created, you can authorize a trusted trading team to manage it:
- Navigate to [Link Trading Team Account].
- Enter the trading team’s UID (obtained directly from the team).
- Complete two-factor authentication (2FA) to confirm the binding.
After successful linking, your account status will change to [Under Management], indicating that the trading team now has operational permissions based on the API keys granted.
Transferring Funds to the Sub-Account
To fund the managed account:
- Go to [Fund Transfers].
- Select the cryptocurrency and amount you wish to transfer into the asset management sub-account.
Only transfer amounts you intend to have actively traded. Remember, although the trading team manages trades, you retain full ownership of all assets within the sub-account.
Unlinking from the Trading Team
There are two ways to end the management relationship: automatic or manual unbinding.
Enabling Automatic Unbinding
By default, automatic unbinding is disabled. To activate it:
- Go to [Actions] → [Asset Management Settings] → [Enable Auto-Unbind].
- Set a threshold value for your equity level.
- Optionally, enable a notification alert if your balance drops below a certain point.
When your equity falls below the defined threshold, the system will automatically terminate the management link—adding a critical layer of risk protection.
Manual Unbinding Process
If you prefer direct control:
- Select [Under Management] → [Unbind Account].
- Enter your SMS and Google Authenticator codes to confirm.
Upon success, the [Link Trading Team Account] option will reappear, confirming the disconnection.
💡 Pro Tip: After unbinding, consider deleting unused sub-accounts to streamline your portfolio management.
Deleting a Sub-Account
To remove a decommissioned sub-account:
- Go to [Actions] → [Delete Sub-Account].
- Confirm with your Google Authenticator code.
Note: Deletion is irreversible. Ensure no funds remain before proceeding.
Enabling Deposit and Withdrawal Permissions (Advanced Use Cases)
In specific scenarios, you may allow the trading team to withdraw or deposit funds from the sub-account. This requires configuration at the master account level, not the sub-account itself.
Allowing Withdrawals
To whitelist withdrawal addresses:
- In your master account, go to [Assets] → [Withdrawals].
- Select any cryptocurrency and click [Next].
- Under USDT address/domain, click [Change].
- Enable Address Whitelist Mode (optional: enable new address lock).
- Add the destination wallet address—ensure correct network selection and accurate input.
- Add a memo for future reference.
- Check “Set as verification-free address” to bypass repeated 2FA for future withdrawals.
After setup, inform the trading team they can use their API key (with withdrawal permission enabled) to execute transfers.
Enabling Deposits
To permit incoming deposits:
- Navigate to the sub-account dashboard.
- Go to [Actions] → [Deposit].
Once active, the trading team can deposit funds from whitelisted wallets into your sub-account—useful for profit-sharing models or reinvestment strategies.
📈 Trading Team Perspective: Managing Client Assets Professionally
Becoming an Authorized Trading Team
To manage client sub-accounts on OKX:
- You must hold an OKX account with VIP level ≥ 1.
- Contact your assigned account manager to apply for official trading team status.
This ensures only qualified and verified professionals gain access to client asset management tools.
Starting Trading on a Client’s Sub-Account
Once approved and linked by an investor:
- Log in to your OKX account.
- Go to [API] section.
- Select [Client Accounts], choose the relevant sub-account, then click [Apply for V5 API].
When generating the API key:
- ✅ Enable Trading permissions.
- ✅ If allowed by the investor, enable Withdrawal permissions.
With proper API access, you can now execute trades programmatically or manually via supported platforms.
👉 Learn how professional trading teams scale performance using secure API integrations.
Managing Investor Visibility and Reporting
Transparency builds trust—but full disclosure isn't always required. As a trading team, you can customize what investors see:
- Go to [Sub-Accounts] → [Client Accounts].
- Select [Actions] → [Asset Management Settings].
- Choose [Transaction History Settings].
- Toggle visibility options according to your service agreement (e.g., hide specific trades or show full logs).
This flexibility allows tailored reporting based on client preferences or subscription tiers.
🔍 Frequently Asked Questions (FAQ)
Q: Can a trading team withdraw funds without my permission?
A: No. Withdrawals require prior setup on the master account’s whitelist and explicit API permission. Without both, withdrawal actions are blocked.
Q: Is my capital safe in an asset management sub-account?
A: Yes. While the trading team can execute trades, only you control fund movements unless you’ve enabled and whitelisted withdrawals.
Q: What happens if my equity drops too low?
A: If auto-unbind is enabled, the link terminates automatically when equity falls below your set threshold—protecting you from excessive drawdowns.
Q: Can I monitor real-time performance of my managed account?
A: Absolutely. You can view balance changes, trade history (based on visibility settings), and funding activity anytime through your sub-account dashboard.
Q: Do I lose control over my assets once linked?
A: No. You maintain ownership and can unbind or freeze access at any time using 2FA-protected controls.
Q: How do profits get returned to me?
A: Profits stay in the sub-account unless withdrawal permissions are granted. Most teams return gains via periodic transfers arranged off-platform or through agreed-upon on-chain movements.
✅ Final Thoughts: Empowering Secure Delegated Trading
The asset management sub-account system bridges trust and efficiency in crypto investing. By clearly separating roles—investor as owner, trading team as operator—OKX delivers a robust framework for collaborative finance.
Core keywords naturally integrated:
asset management sub-account, crypto trading delegation, OKX API permissions, sub-account security, trading team setup, auto-unbind threshold, whitelist withdrawal, investor visibility settings
Whether you're delegating your portfolio or managing others’, understanding these workflows ensures safer, smarter participation in decentralized markets.
👉 Start using advanced sub-account features for secure, scalable crypto asset management today.