What Is an Asset Management Sub-Account?
An asset management sub-account is a specialized sub-account type designed for investors to delegate trading authority to professional trading teams. Key features include:
- Dual security: Protects both investor assets and trading team strategies.
- VIP fee benefits: Both parties enjoy optimized fee rates during the binding period.
- Trade volume aggregation: All trading activity contributes to the trading team's VIP tier progression.
Ideal Users for Asset Management Sub-Accounts
This solution benefits:
| User Type | Primary Advantage |
|---|---|
| Investors | Diversify investments across multiple trading teams for risk-adjusted returns |
| Trading Teams | Execute strategies confidentially while boosting VIP tiers through aggregated volume |
👉 Discover how top traders leverage sub-accounts
Workflow Diagram
- Both parties must have active OKX accounts
- Investor creates asset management sub-account
- Trading team binds to sub-account
- Delegated trading begins
Permissions & Features Matrix
Account Status Comparison
| Status | Investor Capabilities | Trading Team Capabilities |
|---|---|---|
| Unbound | - Create limited sub-accounts - Full trading access | - Must qualify as trading team - Binding capacity determined by institutional rules |
| Bound | - No API access - Limited viewing permissions - Asset transfer capability - Auto-unbind triggers | - API trading rights - Volume aggregation - Permission controls - Notification reception |
| Post-Unbind | - Regain full access - Historical record visibility depends on prior settings | - API keys deactivated - Binding capacity released |
Key Operational Details
- Fee Structure: Inherits the better rate between investor's main account and trading team's account
- VIP Upgrades: Take effect on T+1 after binding
Security Features:
- Customizable price alerts
- Automatic unbinding triggers
- 24-hour notification cooldown
FAQs
Q: How many sub-accounts can I create?
A: Quantity depends on your VIP level, following standard sub-account rules.
Q: Can trading teams see my portfolio?
A: Only if you grant explicit permission during the binding period.
Q: What happens to my historical data after unbinding?
A: Visibility depends on permissions set before unbinding - either full or limited access.
Q: How are fees calculated?
A: The system always selects the most favorable rate between both accounts.
👉 Learn advanced strategies for institutional accounts
Best Practices
For Investors:
- Clearly communicate fund movements
- Set appropriate alert thresholds
- Diversify across multiple trading teams
For Trading Teams:
- Monitor aggregated volume for VIP upgrades
- Adjust permission settings based on client needs
- Respond promptly to unbinding notifications
Note: All features subject to OKX's latest institutional policies. Always consult your account manager for specific limitations.