How to Open an OKX Team Shared Asset Management Account? Types and Entry

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Multi-person shared accounts often suffer from unclear permissions. If you let your team use a personal account directly, risk control may detect logins from multiple devices and likely freeze it. OKX has a system specifically designed for "fund separation of powers" called the sub-account system. Its main purpose is to help you keep accounting clear and permissions isolated.

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Assign independent operation permissions to team members

If you need to open separate workspaces for traders, finance staff, or risk control staff, the "sub-account" mode is enough.

  • What it does: Create multiple relatively independent sub-accounts under the master account to isolate funds or strategies.
  • How to do it: Log in to the OKX web platform, find the "Sub-account" entry in the "Account" or "Asset Management" menu, and follow the system guide to create accounts and assign permissions, such as trade-only or no withdrawals.
  • Completion standard: The sub-account is created successfully, can log in with an independent account and password, and the master account can view its transaction details at any time.

Enterprise-level multi-person permission management

If complex approval flows or strict internal controls are involved, an institutional-level custom solution is more reliable. This type of entry is usually not directly open to the public. You need to contact an OKX official customer manager to verify qualifications before opening it.

Warning: Sharing one personal account password among multiple people is a violation. Once the system judges it as abnormal login, the account will be restricted from trading, withdrawals, or even frozen, and the unfreezing process is very complicated. It is recommended to separate permissions with sub-accounts first, which is much easier than appealing afterward.

OKX Exchange
A leading global cryptocurrency platform,suitable for both beginners and experienced traders.
New user benefit: 20% off trading fees upon registration!!

How to verify after the operation is completed

After creating a new sub-account, log in once with the sub-account to test whether trading and withdrawal permissions match expectations. The master account can see the complete fund flow records.