A Step-by-Step Guide to Using Managed Sub-Accounts

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Managing digital assets efficiently and securely is essential for both investors and trading teams. With the growing demand for decentralized control and transparent collaboration, managed sub-accounts have become a powerful tool in modern crypto asset management. This comprehensive guide walks you through every step of setting up, managing, and optimizing your managed sub-account, whether you're an investor delegating control or a trading team executing strategies.

Investor Guide: Setting Up Your Managed Sub-Account

If you're an investor looking to delegate trading authority while retaining ownership and oversight, creating a managed sub-account is the first step toward secure, structured collaboration.

Creating a Managed Sub-Account

  1. Log in to your account and click on your profile icon, then select "Sub-Accounts."
  2. Click "Create Sub-Account."

  3. Fill in the required details with your preferred settings:

    • Login Name – Choose a unique identifier for easy recognition.
    • Account Type – Select Managed Sub-Account.
    • Trading Team Account – Enter the UID to link with your chosen trading team (optional at this stage).
    • Advanced Settings > Trading Settings – Configure trading permissions.
    • Advanced Settings > Deposit – Toggle whether the trading team can deposit funds into the account (enabled by default).
💡 Tip: You don’t need to bind the trading team’s UID during creation—you can do it later. If you want full control over deposits, disable the deposit permission here.

  1. After filling out the form:

    • Click "Submit All" to finalize.
    • Or choose "Save All" to store as a draft.
    • Use "New Draft" to create multiple configurations for different strategies or teams.
  2. Complete the process with two-factor authentication (2FA).

👉 Discover how top investors streamline portfolio management using advanced sub-account features.

Binding Your Managed Sub-Account to a Trading Team

Once your sub-account is created, link it to a trusted trading team to begin delegated trading.

  1. If not already bound, click "Bind Trading Team Account."
  2. Select up to 15 managed sub-accounts to connect in one batch, then click "Next."
  3. Enter the trading team’s UID (obtained from the team in advance).
  4. Confirm with 2FA verification.
  5. Upon success, the account status will change to "Bound."

This connection allows the trading team to manage assets according to agreed terms, while you retain full visibility and control.

Transferring Funds to Your Managed Sub-Account

To activate trading, transfer funds from your main account:

  1. Go to "Funds Transfer."
  2. Select the desired cryptocurrency and enter the amount.
  3. Choose your managed sub-account as the destination and confirm.

The funds are now available for the trading team to execute strategies—without giving them ownership or withdrawal rights unless explicitly permitted.

Enabling Fund Transfers Between Managed Sub-Accounts

For investors managing multiple strategies or teams, internal transfers between sub-accounts enhance flexibility.

  1. Navigate to "Sub-Accounts."
  2. Click "Actions" > "Managed Trading Sub-Account Settings."
  3. Under "Withdrawal," enable "Allow transfers between managed trading sub-accounts."
  4. Initiate transfers via API once enabled.

This feature supports dynamic fund allocation across portfolios without returning to the main account.

Unbinding a Managed Sub-Account

If you decide to end the collaboration:

  1. Click "Managed", then select "Unbind."
  2. Choose up to 15 sub-accounts for unbinding and proceed.
  3. Confirm with 2FA verification.

After unbinding, the account reverts to inactive status, and you’ll see the "Bind Trading Team Account" button again.

Deleting a Managed Sub-Account

After unbinding, if the account is no longer needed:

  1. Click "Actions" > "Delete Sub-Account."
  2. Enter the verification code sent to your phone.

Deleting unused accounts keeps your structure clean and secure.

Granting Deposit and Withdrawal Permissions

In special cases, you may allow limited withdrawal or deposit capabilities to your trading team—but this requires careful setup through your main account only.

Enable Withdrawal Permission

  1. In your main account, go to "Assets" > "Withdrawal."
  2. Select any coin and start a withdrawal process.
  3. Click "Manage Address Book."
  4. Ensure "Whitelist Address" is enabled (optionally enable new address lock).

  5. Click "Add Address," making sure:

    • The correct network is selected.
    • The accurate withdrawal address is entered.
    • An identifiable name is added for future reference.
    • Optional: Enable 30-day address validation for faster future withdrawals.
  6. Return to "Sub-Accounts."
  7. Click "Actions" > "Managed Trading Sub-Account Settings."
  8. Under "Withdrawal," enable "Allow withdrawals to verified addresses."
🔐 Once set, inform your trading team they can withdraw via API—provided their API key includes withdrawal permission.

👉 Learn how secure whitelisting protects high-value crypto portfolios from unauthorized access.

Enable Deposit Permission

Allow external deposits from any wallet:

  1. Go to the "Sub-Accounts" page.
  2. Click "Actions," then enable "Deposit" permission.
  3. Once activated, the trading team can deposit funds from any wallet into the sub-account.

Use this cautiously—while deposits are safe, always verify sources for compliance and security.

Trading Team Guide: Managing Client Assets

For professional traders and teams managing client portfolios, managed sub-accounts offer a scalable way to deliver value while maintaining transparency and trust.

How to Become a Trading Team

To manage client assets via managed sub-accounts:

Only verified teams can accept client sub-accounts for management.

How to Start Trading with Managed Sub-Accounts

  1. After logging in, go to your profile and select "API."

  2. On the API Keys page:

    • Switch to the "Client Accounts" tab.
    • From the dropdown, select the client’s sub-account.
    • Click "Create API Keys."

  3. When generating keys:

    • Fill in necessary details.
    • Ensure "Trade" permission is checked.

With the API key active, your team can begin executing trades programmatically or manually based on strategy parameters.

📘 For detailed integration guides, refer to official API documentation for trade automation workflows.

Setting Investor Visibility Permissions

Transparency builds trust—but not all data needs full exposure.

You can customize what investors see:

  1. Go to "Sub-Accounts" > "Client Accounts."
  2. Click "Actions" > "Managed Sub-Account Settings."
  3. Under "History," adjust visibility settings per client agreement.

Options include hiding unrealized P&L, specific order types, or full trade history—ideal for proprietary strategies.

How to Unbind a Managed Sub-Account (Trading Team)

Unbinding is only possible under strict conditions:

⚠️ A sub-account must have zero trading volume for 3 consecutive months and hold less than 1000 USDT in balance.

Two unbinding methods are available:

Manual Unbinding

  1. Go to "Sub-Accounts" > "Client Accounts."
  2. Select "Managed," click "Unbind," and follow prompts.

Automatic Unbinding

  1. Go to "Sub-Accounts" > "Client Accounts."
  2. Click "Actions" > "Managed Sub-Account Settings."
  3. Navigate to "Manage Unbinding," then enable automatic unbinding.

Automatic mode helps maintain a clean client list by releasing inactive accounts without manual intervention.

Frequently Asked Questions (FAQ)

Q: Can I revoke trading permissions after granting them?

Yes. You can disable trading access by revoking the API key or adjusting permissions under "Managed Sub-Account Settings."

Q: Is my fund safe if I grant trade permissions?

Absolutely. The trading team can only execute trades—they cannot withdraw funds unless you’ve explicitly allowed it through whitelisted addresses.

Q: Can I monitor real-time performance of my managed account?

Yes. Investors have full access to real-time balances, trade history (based on visibility settings), and profit/loss metrics.

Q: What happens if my trading team doesn’t meet performance expectations?

You can unbind the account at any time, regain full control, and reassign funds as needed.

Q: Are there fees associated with using managed sub-accounts?

No additional fees apply for using managed sub-accounts. Standard trading and withdrawal fees still apply based on your VIP level.

Q: Can I use multiple trading teams for different sub-accounts?

Yes. Each managed sub-account can be linked to a different trading team, enabling diversified strategy allocation.

Core Keywords

👉 Maximize your investment potential with secure, API-powered portfolio delegation tools today.