子賬戶是什麼？如何創建和使用子賬戶？
1. What is a sub-account?
A sub-account is an account linked to your OKX main account. You can create multiple sub-accounts to manage assets and trading strategies separately.Sub-accounts support spot, margin, futures, and bot trading. They do not support direct withdrawals or P2P buying and selling. Available features may vary; refer to your account page for details.
2. What should I know before creating a sub-account?
1. Sub-accounts created under an individually verified main account cannot log in independently and do not require a password during creation. Sub-accounts created under a business-verified main account can log in independently and require a password during creation.
2. Resetting or removing a sub-account's phone number or authenticator app, as well as deleting, disabling, or re-enabling a sub-account, must be done on the website or desktop platform. These actions are not currently supported in the app.
Feature | Individually verified main account (KYC) | Business-verified main account (KYB) |
Password required when creating a sub-account | No independent login password required | Sub-account login password required |
Independent login supported | No | Yes |
How to access the sub-account | Log in to the main account and switch to the sub-account | Log in to the main account and switch to the sub-account Or log in independently with the sub-account's login name and password |
3. How do I create a sub-account?
Individually verified main account (KYC)
In the app
1. On the app home screen, tap the nine-dot menu in the upper-left corner, then tap Switch account in the upper-right corner > Add sub-account.
2. Set the sub-account's Login name, select the Account type, and choose whether to enable Deposit. Tap Next and complete verification to create the sub-account.
On the website
1. Open the OKX website and select Profile in the upper-right corner > Sub-accounts > Create sub-accounts.
2. Enter the sub-account's Login name and select the Account type. If needed, adjust Trading settings and the Deposit setting. Review the details, select Submit all, and complete verification to create the sub-account.
Notes:
1. The login name must contain 6–20 characters, including at least one letter. Numbers are allowed, but special characters are not. For example: abccba123321.
2. A Managed sub-account is primarily used to delegate asset management to a professional trading team. If you simply want to manage your own assets or use different trading strategies, select Standard sub-account.
3. Once created, the sub-account inherits the main account's fee tier after midnight (24:00, UTC+8) at the end of the day it was created.
Business-verified main account (KYB)
Note: Sub-accounts created under a business account support independent login. You must set a login password when creating the sub-account. The password must be 8–32 characters long and include uppercase letters, lowercase letters, numbers, and special characters.
In the app
1. On the app home screen, tap the nine-dot menu in the upper-left corner, then tap Switch account in the upper-right corner > Add sub-account.
2. Set the sub-account's Login name, select the Account type, and set a Password. Choose whether to enable Allow account switching and Deposit, then tap Next. Complete verification to create the sub-account.
On the website
1. Open the OKX website and select Profile in the upper-right corner > Sub-accounts > Create sub-accounts.
2. Set the sub-account's Login name, select the Account type, and set a Login password. Choose whether to enable Allow account switching, adjust Trading settings if needed, and set the Deposit option. Review the details, select Next, and complete verification to create the sub-account. Once it is created, you can either log in to the main account and switch to the sub-account, or log in independently with the sub-account's login name and password.
Notes:
1. The login name must contain 6–20 characters, including at least one letter. Numbers are allowed, but special characters are not. For example: abccba123321.
2. A Managed sub-account is primarily used to delegate asset management to a professional trading team. If you simply want to manage your own assets or use different trading strategies, select Standard sub-account.
3. Once created, the sub-account inherits the main account's fee tier after midnight (24:00, UTC+8) at the end of the day it was created.
4. How do I access a sub-account?
Sub-accounts under an individually verified main account
In the app
Log in to your main account. On the app home screen, tap the nine-dot menu in the upper-left corner > Switch account in the upper-right corner, then select the sub-account you want to use.
On the website
Log in to your main account. Select the profile icon in the upper-left corner of the home page > Sub-accounts, find the sub-account you want to use, and select Switch account.
Sub-accounts under a business-verified main account
You can either log in to your main account and switch to the sub-account, or log in independently with the sub-account's login name and password.
Switching from the main account
In the app
Log in to your main account. On the app home screen, tap the nine-dot menu in the upper-left corner > Switch account in the upper-right corner, then select the sub-account you want to use.
On the website
Log in to your main account. Select the profile icon in the upper-left corner of the home page > Sub-accounts, find the sub-account you want to use, and select Switch account.
Logging in with a business sub-account's login name and password
Enter the sub-account's login name and login password to log in.
5. How do I transfer assets into or out of a sub-account?
In the app
Transferring assets into a sub-account
1. From your main account's app home screen, tap Assets in the lower-right corner > Transfer.
2. On the transfer screen, set From to the relevant account under your Main account, such as the funding account or trading account. Set To to Sub-account and select the sub-account that will receive the assets.
3. Select the crypto and enter the amount, then tap Confirm transfer to complete the transfer.
Transferring assets out of a sub-account
1. From your main account's app home screen, tap Assets in the lower-right corner > Transfer.
2. On the transfer screen, set From to Sub-account, then select the sub-account and the relevant account, such as its funding account or trading account. Set To to the relevant account under your Main account.
3. Select the crypto and enter the amount, then tap Confirm transfer to complete the transfer.Note: Sub-accounts do not support direct withdrawals or P2P buying and selling. To perform these actions, first transfer the assets from the sub-account to your main account, then complete the transaction using your main account.
On the website
Transferring assets into a sub-account
1. Log in to your main account and select Assets > Transfer on the home page.
2. On the transfer page, set From to the relevant account under your Main account, such as the funding account or trading account. Set To to Sub-account, then select the destination sub-account and its relevant account.
3. Select the crypto and enter the amount, then select Confirm to complete the transfer.
Tip: You can also go to the Sub-accounts page in your main account, find the relevant sub-account, and select Transfer.
Transferring assets out of a sub-account
1. Log in to your main account and select Assets > Transfer on the home page.
2. On the transfer page, set From to Sub-account, then select the sub-account and the relevant account, such as its funding account or trading account. Set To to the relevant account under your Main account.
3. Select the crypto and enter the amount, then select Confirm to complete the transfer.Note: Sub-accounts do not support direct withdrawals or P2P buying and selling. To perform these actions, first transfer the assets from the sub-account to your main account, then complete the transaction using your main account.
6. How do I link or unlink an authenticator app or phone number for a sub-account?
Linking an authenticator app or phone number (SMS verification)
In the app
1. Log in to your main account. On the app home screen, tap the nine-dot menu in the upper-left corner > Account settings > Security settings.
2. Select Authenticator app or Phone number.
3. Follow the on-screen instructions to enter your phone number or set up the authenticator app. Complete the required verification and tap Confirm to finish linking.
On the website
1. Log in to your main account and select the profile icon in the upper-right corner > Sub-accounts to open the sub-account management page.
2. Find the sub-account, select … on the right > Two-factor authentication settings, and choose to link SMS verification or an Authenticator app.
3. Follow the on-screen instructions to enter your phone number or set up the authenticator app, then complete the required verification to finish linking.
Unlinking an authenticator app or phone number (SMS verification)
1. Log in to your main account on the website; this action is not currently supported in the app. Select the profile icon in the upper-right corner > Sub-accounts to open the sub-account management page.
2. Find the sub-account whose verification method you want to remove. Select … on the right > Two-factor authentication settings, then select Unlink for the authenticator app or phone number.
3. Follow the on-screen instructions and complete the required verification to unlink the verification method.
7. What if I forget my business sub-account's login password?
1. Log in to your main account on the website; this action is not currently supported in the app. Select the profile icon in the upper-right corner > Sub-accounts to open the sub-account management page.
2. Find the sub-account, select … on the right > Reset password.
3. In the pop-up window, enter the new password and enter it again to confirm. Complete security verification, then select Confirm to reset the password.
8. How do I delete a sub-account?
1. Log in to your main account on the website; this action is not currently supported in the app. Select the profile icon in the upper-right corner > Sub-accounts to open the sub-account management page.
2. Find the sub-account you want to delete and select … on the right > Delete sub-account.
3. Read the deletion notice, confirm your choice, and select Confirm to delete the sub-account.Note: Before deleting a sub-account, transfer all of its assets to your main account. Deleted sub-accounts cannot be restored, so proceed carefully.
9. How do I disable or enable a sub-account?
Disabling a sub-account
1. Log in to your main account on the website and select the profile icon in the upper-right corner > Sub-accounts to open the sub-account management page.
2. Find the sub-account you want to disable and select … on the right > Disable sub-account.
3. Read the notice and select Confirm to disable the sub-account.
Note: Once disabled, the sub-account cannot be used to log in, trade, or transfer assets. Disabling a sub-account does not delete it. You can re-enable it later through your main account.
Enabling a sub-account
1. Log in to your main account on the website and select the profile icon in the upper-right corner > Sub-accounts to open the sub-account management page.
2. Find the disabled sub-account and select … on the right > Re-enable sub-account.
3. Select Confirm to restore access.
10. FAQ
Q: How many sub-accounts can I create?
The maximum number of sub-accounts depends on your account type and tier. Regular users can create 5 sub-accounts. To check your sub-account limit, log in on the website and visit the Create sub-account page. The limit displayed on your account page applies.
Q: Does each sub-account need to complete identity verification separately?
No. Sub-accounts are linked to the main account. When creating or switching to a sub-account under an individually verified main account, simply complete the main account's security verification as prompted.
Q: Why can't I log in to my sub-account with its login name and password?
If your main account is individually verified, its sub-accounts do not support independent password login. Log in to your main account, then use the account-switching feature to access the sub-account.
Q: Which fee tier applies to sub-accounts?
Sub-accounts inherit the main account's fee tier. Visit your fee tier page and the fee schedule for your account's fees and the applicable rules.
Q: Can I deposit crypto directly into a sub-account?
Yes. Sub-accounts support crypto deposits when deposit permission is enabled. Before making a deposit, check the crypto, network, and deposit address displayed for the sub-account, and follow the on-screen instructions.
Q: Can I withdraw crypto or buy and sell through P2P directly from a sub-account?
No. First transfer the available assets from the sub-account to your main account, then make the withdrawal or P2P transaction from your main account.
Q: Do sub-account trades count toward the main account's rebates?
If your main account is eligible for rebates, rebates from qualifying sub-account trades are consolidated into the main account. Your applicable rebate rules govern eligibility and payment.
Q: Will I receive an email notification when a sub-account receives a deposit?
No email notifications are sent for sub-account deposits. You can check the deposit history in the relevant sub-account.
Q: How do I change a sub-account's trading mode?
Log in on the website to view and configure the available trading modes on the sub-account management page. The options displayed on your account page apply.