Managed Trading Sub-accounts

OKX managed trading sub-accounts

Make trading more profitable and keep trading strategies secure

What are managed trading sub-accounts?

Streamline your trading process, enhance account security, and diversify your trading portfolio

Trading teams

Quicker VIP upgrades

Trades executed by you in your clients’ managed sub-accounts will be counted to your overall trading volume

Secured trading strategies and history

Managed trading sub-accounts allow you to keep your trading positions and history private

Improved efficiency

Monitored and managed from a single platform, sub-accounts make managing Clients’ funds easier and more efficient

Customized trading strategies

Employ different trading strategies for different clients or client groups

Clients

VIP fee rates

Always enjoy the lowest fee rate between you and your Trading team

Portfolio diversification

Sub-accounts let you run multiple trading strategies concurrently and tailor your portfolio to different risk levels, asset classes, and investment strategies

Risk management

Reduce portfolio-wide risks by ensuring losses in one sub-account don’t affect assets in other sub-accounts

Enhanced security

Withdrawals are only allowed through your main account, creating an additional layer of security for funds held in sub-accounts

Performance tracking

Sub-accounts make it easier to track the performance of individual strategies, providing valuable insights to inform future trading decisions

All users can apply to become Clients. To become a Trading Team, you need to first qualify as an institution on OKX and reach the level of VIP 1 minimum. If you meet these requirements, contact us below.

How do managed trading sub-accounts work?

Clients

Trading teams

Clients create managed trading sub-accounts that are managed by the trading teams

Managed sub-account 1

Managed sub-account 2

Managed sub-account 3

Trading team 1

Trading team 2

Trading team 3

Each trading team manages multiple sub-accounts

Managed sub-account 1

Managed sub-account 2

Managed sub-account 3

How do I use managed trading sub-accounts?

Step 1

Go to “Sub-accounts” in the dropdown menu under your avatar, click on “Create sub-account”, and select “Managed trading sub-account” as your sub-account type.

Step 2

Obtain your trading team’s UID and enter it during the binding process.

Step 3

Upload the entrustment agreement made with the Trading Team.

How to become a client or a trading team

Additional info

FAQ

Check if others share your questions

Guide

Step-by-step guide to binding managed trading sub-accounts

Rules

Learn how managed trading sub-accounts operate

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