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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, 2026FAQ1,825Introduction 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 documentationHow do I transfer/deposit crypto with my sub-accounts?
Insert the transfer details to complete your crypto transfer from main account to sub-account on appHow do I transfer crypto from my sub-account to main account?Published on Aug 22, 2023Updated on Mar 18, 2026FAQ7,299OKX 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, 2026FAQ646Rules 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
How Managed Trading Sub Accounts can I create? This depends on the number of sub-accounts you can create, subject to the rules for limiting the number of sub-accounts. 2. Which trading rates am I subjected to with my Managed Trading Sub Accounts You will be granted the lower fee between that of the investor or trading team. Refer here for the breakdown of the trading fees. 3. Will I be able to see the P&L of my Managed Trading Sub Accounts?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 documentationWhat's OKX Affiliate Program in EEA?
If you join on July 20, your protection period will be from July to December.How can I partner with sub-affiliates? As an affiliate, you can invite sub-affiliates to help share your links, and your sub-affiliates can also get a share of invitees' trading fees. Here's how it works: Make sure your sub-affiliate has an OKX account. Create a sub-affiliate link on the Affiliates page. Note: Only affiliates can create and edit sub-affiliate links.Published on Sep 27, 2023Updated on Jan 22, 2026FAQ1What'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, 2026FAQ3,195Affiliate FAQ
As an upper-level affiliate, can I upgrade a user to a sub-affiliate? You can't upgrade a user to your sub-affiliate in the following scenarios: You've reached the tier limit and cannot add sub-affiliates. In this case, contact the business development manager for assistance. The user hasn't completed identity verification. The user is located in a country or region excluded from the affiliate program. Due to other compliance issues, the user can't be upgraded to a sub-affiliate.2.Published on Dec 4, 2024Updated on Mar 19, 2026FAQ720Why should I choose OKX affiliate program?
Partner with sub-affiliates: build and manage your own team, and work together with sub-affiliates to expand your reach. Real-time performance tracking: we also provide real-time tracking and reporting, so you can see how your referrals are performing.Published on Apr 19, 2024Updated on Sep 6, 2025FAQ18How do I set a Scaled order for Futures trading?
Efficiency: automating the placement of multiple orders saves time and reduces the need for constant manual adjustments.How do I set Scaled order on OKX?Published on Jun 3, 2024Updated on Sep 10, 2025FAQ33What's demo trading and how do I use it?
Once you've switched to Demo trading mode on our platform, you can select any market of interest and start placing trades using the virtual money allotted to your account.What types of trading can I simulate with OKX’s demo trading feature? Our demo trading feature allows you to simulate a range of trading types, including spot, margin, futures and options trading.Can I create sub-accounts in demo trading? No. Demo trading doesn't support creating or managing sub-accounts.Published on Dec 12, 2023Updated on Mar 11, 2026FAQ977USD-margined futures contracts FAQ
What happens if I exceed the “interest-free”quota? Each sub-account has an interest-free quota equivalent to 20,000 USD.Published on Oct 13, 2025Updated on Feb 12, 2026FAQ5