What is an Asset Management Sub-Account?
An Asset Management Sub-Account is a specialized sub-account type that allows investors to delegate their sub-accounts to trading teams for execution. Key features include:
- Asset Security: Safeguards investors' assets while protecting trading strategies.
- VIP Benefits: Both parties enjoy optimized VIP fee rates during the binding period.
Who Should Use Asset Management Sub-Accounts?
This solution is ideal for:
- Investors diversifying portfolios across multiple trading teams.
- Trading Teams managing assets while protecting proprietary strategies.
- Fee Optimization: Bound accounts aggregate trading volume to boost VIP tiers and reduce fees. Refer to OKX's Fee Schedule for details.
👉 Discover how asset management accounts enhance trading efficiency
Workflow Overview
- Both investors and trading teams must have OKX accounts.
- Investors create "Asset Management Sub-Accounts" – these cannot generate API keys.
- Trading teams apply for qualification through account managers.
Permissions & Features Matrix
| Status | Investor Permissions | Trading Team Permissions |
|---|---|---|
| Unbound | - Create specialized sub-accounts - Cannot view/create API keys - Full trading access - Cannot configure alerts/auto-unbind - Binding requires trading team UUID and ratified delegation agreement | - Must apply for trading team status - Prepare delegation agreements in advance - Managed sub-accounts subject to institutional limits |
| Bound | - Single-binding only - Asset transfers possible (with notification) - No trading access - Transaction visibility configurable by team - Customizable asset/coin-based alerts - One-click unbinding available - Fees calculated as min(team rate, investor rate) | - Create API keys for investor accounts - Modify trading types with investor approval - Receive alert/unbinding notifications - View (but not modify) investor alert settings |
| Unbound | - Full account control restored - Historical visibility depends on prior settings - Cannot rebind same sub-account - Must create new sub-account for re-binding | - Previously created API keys invalidated - Historical records may become inaccessible - Binding quota released |
Key Benefits for Both Parties
For Investors:
- Portfolio Diversification: Allocate funds across multiple strategies
- Transparency Controls: Flexible transaction visibility settings
- Risk Management: Customizable asset alerts and auto-unbinding
For Trading Teams:
- Strategy Protection: Secure execution environment
- Volume Aggregation: Boost VIP tiers through consolidated trading
- Efficiency Tools: API-based account management
👉 Learn advanced strategies for institutional account management
FAQs
Q: How many sub-accounts can one investor create?
A: Quantity depends on VIP tier, following standard sub-account rules.
Q: Can trading teams modify investor accounts?
A: Only API keys and visibility permissions – with investor consent.
Q: What happens to fees after unbinding?
A: Trading volume reverts to investor's master account for VIP calculations.
Q: Are historical records preserved post-unbinding?
A: Visibility depends on settings configured during binding period.
Q: How quickly do fee changes take effect?
A: Updates reflect on T+1 day after binding.
Q: Can alerts be disabled?
A: Investors may opt out of warning emails while keeping triggers active.
Institutional Considerations
- All binding requires pre-signed delegation agreements
- Trading teams undergo qualification review
Corporate clients should consult account managers for:
- Bulk account provisioning
- Custom fee arrangements
- Special API requirements