👥Subaccounts

Types of Subaccounts

“Personal” type — an additional account linked to your existing account. You can create several subaccounts to test trading strategies and reduce risks.

“Managed” type — an additional account created under your main account, which allows you to:

• retain full control over your assets;

• split investment portfolios;

• grant traders access only to trading via API keys.

⚠️ Important! Withdrawals are not available for this type. Only the main account owner can perform withdrawal operations for funds held in such accounts. For “Managed” accounts, you can set up a separate login and password for access.

How to create a subaccount

1. Go to Profile → Subaccount → Create subaccount.

1. Choose the type:

• Personal (for testing strategies).

• Managed (for granting access to traders with a separate login and password).

1. Fill in the details:

• Name (5–20 characters, Latin letters/numbers).

• For managed type: e-mail and password (requirements are the same as for registering a main account):

  • at least 8 characters;

  • must contain at least 3 of the following categories: lowercase letters (a–z), uppercase letters (A–Z), digits (0–9), special symbols (e.g., !@#$%^&*).

1. Confirm via Google Authenticator.

⚠️ Important! The limit is 5 subaccounts. You can check the current number on the Subaccounts management page.

Switching between accounts

• In the Profile menu, open the Recently used section.

• Click on the required subaccount or main account.

• The current account is marked with an indicator.

Subaccounts management

The Subaccounts management page allows you to manage subaccounts and their API keys. It consists of two tabs:

• Subaccounts management (active by default);

• Subaccounts API keys.

Subaccounts management Tab

Here you can create or manage your subaccounts. The page consists of:

• Subaccount counter Example: “2 of 5” means that 2 out of 5 possible subaccounts have been created.

• Balances of main and subaccounts Displayed in USDT (e.g., 25,000.00 USDT).

  This feature will be available in the next version.

• Create subaccount button

  • active if the limit (5 subaccounts) has not been reached;

  • inactive with a tooltip: “Subaccount limit reached”.

Managing your subaccount

In the management table, each record has a dropdown menu (icon “…”).

• Go to → forwards you to the chosen subaccount

• Settings → opens the Subaccount Editing page

  • change the subaccount name;

  • change password (for “Managed” type).

• Transfer → opens the Transfers page

  • transfer funds between main account ↔ subaccount. Restrictions:

  • ❌ direct transfers between subaccounts are prohibited;

• Freeze → opens a confirmation modal After freezing:

  • login/password access is disabled;

  • API keys become inactive.

  • Options for managing subaccount are limited

• Create API key → opens the API key creation page

  • create API keys for the subaccount by selecting a specific exchange Restrictions:

  • ✅ available if the subaccount is not frozen and key limits are not exceeded;

• Switch to → opens the subaccount page

  • quickly switch to the selected subaccount without re-login (exception — “Managed”).

⚠️ Important! Settings, Transfer and API creation are unavailable for frozen subaccounts. Unfreeze subaccount before managing it.

Subaccount API Tab

Here you can create or manage your sub-accounts API keys.

How to create an API Key

1. On the Subaccounts management page, go to the Subaccounts API keys tab.

1. Click New API key+.

2. Select:

   • Subaccount;

   • Exchange (Binance, Bybit, Tiger X);

   • Access rights.

3. Confirm via Google Authenticator.

⚠️ Subaccount API key limits: • Binance — up to 19 keys; • Tiger X — up to 5 keys; • Bybit — up to 15 keys.

Transferring funds

1. Go to the Transfers page or use dropdown menu from Subaccount Management page

2. Select the Transfer between subaccounts tab.

3. Specify:

   • Sender (main account or subaccount).

   • Recipient.

   • Amount, then confirm the transfer.

❌ Forbidden: direct transfers between subaccounts. ⚠️ Important! If you don’t see the “Transfer between subaccounts” tab, it means no subaccounts have been created yet.

FAQ

How to unfreeze a subaccount? Click … → Freeze → confirm in the modal window.

How to reset a subaccount password? Through the “Change password” modal: … → Settings → Change password for subaccount → confirm in the modal.

Can a subaccount configure its own Risk Manager? Yes. The Risk Manager of the main account and the subaccount are independent. We are also working on enabling centralized Risk Manager configuration for “Managed” accounts from the main account, disabling control from the subaccount side.

Which pages are available to a subaccount?

• Wallet

• Orders and Positions

• Commissions

• History

• Trader’s Journal (Dashboard, Summary, My Trades)

• Risk Manager

Can a subaccount transfer funds by itself? No. Subaccounts have no access to Deposit, Transfer, or Withdrawal pages. If you need to top up a subaccount balance, this can only be done via the main account.

Will there be a fee for transfers between subaccounts in Tiger X mode?

• If the transfer is between X OKX main account and X OKX subaccount (and vice versa) or between X Binance main account and X Binance subaccount (and vice versa) — no fee.

• If the transfer is between X OKX main account and X Binance subaccount (and vice versa) or between X Binance main account and X OKX subaccount (and vice versa) — a transfer fee applies.

Referral Program Specifics

• If a user creates a Personal sub-account, the referral conditions of the main account apply.

  • Example: If the main account is a referral, the Personal sub-account will receive the same benefits as the main account. The partner (referrer) will also receive rewards both from the main account and its Personal sub-accounts.

• If a user creates a Managed sub-account, it follows the referral principle (parent = partner, sub = referral).

  • Example: If the main account is a referral, then the Managed sub-account becomes a referral of the main account itself. Such a sub-account has no connection to the main account’s partner.

• Sub-accounts are not supported in the Team program.