Five steps to a sensible sub-account structure
Putting different strategies and purposes into separate sub-accounts keeps one mistake from touching everything and makes attribution easier. OKX sub-accounts support separate logins, APIs and transfers, suiting multi-strategy or team setups.
What to prepare before you start
These five things cover almost every delay people run into: What you are isolating: strategy, team or purpose.
Transfer rules between master and sub-accounts. The permission scope for each sub-account.
A written list of what each account is for.
Five steps to build a sub-account structure
Design first, create second: List sub-accounts by purpose, such as spot, futures and quant.
Give each one its own login and two-factor. Issue API keys per account with separate scopes and IPs.
Move capital via internal transfers, never external chains. Export each account regularly for consolidated reporting.
Fees, limits and processing times
Numbers change from time to time, always confirm on the official fee page before you commit size: The unified v5 REST/WebSocket APIs cover public market data, trading, account and funding endpoints.
Keys should carry only the permissions required and be pinned to known IP addresses, with sub-accounts for strategy separation. Withdrawals require the fund password plus a two-factor code, and limits scale with your verification level.
Arrival time depends on the network; newly added addresses may need additional review before the first transfer is allowed. Trade, funding and transfer history can be exported for reconciliation and filing.
Export statements at least quarterly so you are not rebuilding several years of records at tax time.
The OKX-specific part
OKX sub-accounts support transfers and independent APIs, suiting team workflows. One account per strategy makes P&L attribution far easier.
Frequently asked questions
Do transfers between sub-accounts cost anything
Usually free, which is why they beat on-chain moves.
Do sub-accounts consume master limits
They are generally calculated separately; check the account docs.
Can I delete a sub-account
Yes - zero the balance and disable its APIs first.
Risk notes and next steps
Keep reading:美股行情总览;用 USDT 买 VOO / QQQ 的完整步骤;特斯拉（TSLA）实时股价. Enable two-factor on sub-accounts too.
Document purpose and owner for each account. Reconcile periodically so funds do not scatter.
