Account Management

On the User Centre > Sub-accounts > Account Management page, you can create and update Sub-accounts.

Create Sub-account

To create a Sub-account:

  1. Go to User Centre > Sub-accounts > Account Management

  2. Tap Create Sub-account

  3. On Create Sub-account pop up

    • Provide input for Account Label

    • Configure Sub-account access for Spot Trading and Margin Trading

  4. Tap Review to land on Review Your Sub-account section

  5. Review your Sub-account details

  6. Tap Confirm

Kindly note 2FA set-up is required before you could create a Sub-account. Once the Sub-account creation is successful, you will land back on the User Centre > Sub-accounts > Account Management page, and you will be able to see the newly created Sub-account.

Below are some of the key details regarding the Sub-account features and limits. See “What can a Sub-account do?” for further details. Please note that each and every Sub-account opened and operated must be for you. No other person, except Authorised Persons of Institutional Users, are permitted to use your Sub-accounts.

Details

Retail User

Institutional User

Max No. of Sub-accounts

5

20

Account Label

Required and unique

Required and unique

Access Configuration

  • Spot Trading

  • Margin Trading

Required

Spot Trading enabled by default

Required

Spot Trading enabled by default

Log In via Master Account

Note: We also do not monitor any account labels for consistency with trading strategies or outcomes, nor do we control any Sub-account according to any label. For example, if you label a Sub-account as “Low risk” we do not apply any limits on that account to keep it to a lower risk profile. That remains your responsibility. However, we may investigate and/or require you to change an account label if we believe it may suggest conduct that is unlawful or in breach of our Agreement or policies.

Update Sub-account

To update a Sub-account:

  1. Go to User Centre > Sub-accounts > Account Management

  2. Tap More Actions to view the action dropdown

  3. Select Configure Account

  4. On Sub-account Details pop up

    • Update input for Account Label, and/or

    • Update Sub-account access for Spot Trading and Margin Trading

  5. Tap Review to land on the Update Confirmation section

  6. Review your updated Sub-account details

  7. Tap Confirm

Once the Sub-account update is successful, you will land back on the User Centre > Sub-accounts > Account Management page and you will see that the Sub-account is updated.

Close Sub-account

Currently, our Sub-accounts feature doesn’t support automated workflow for Sub-account closure. If you would like to permanently close down any of your Sub-account(s), please reach out to our Customer Service at [email protected]. We generally require seven days’ notice to close any Sub-account.

Kindly note that Sub-account closure is irreversible. Before that, please close down all of your open positions and transfer funds back to the Master Account Spot Wallet.

If you close down your Master Account, all Sub-accounts will also be automatically closed.

Switch Account View

To switch account view between Sub-accounts and Master Account:

  1. Tap the profile avatar

  2. Tap Switch Account

  3. On Switch Account pop up, select the account you would like to switch your account view to

API Management

On the User Centre > Sub-accounts > API Management page, you can view and manage all API keys that are created by your underlying Sub-accounts. You can update or delete the API keys on your Sub-account behalf and any changes will become immediately effective after confirmation.

Funds Management

On the User Centre > Sub-accounts > Funds Management page, you can view and manage all Spot and Margin Wallets of your underlying Sub-accounts. Transfers between Master Account Spot Wallet and Sub-account Spot Wallets are supported.

Sub-account Wallets

To view a Spot Wallet of your underlying Sub-account:

  1. Go to User Centre > Sub-accounts > Funds Management > Spot Wallet

  2. Tap View Wallet to view the Spot Wallet of the corresponding Sub-account

To view a Margin Wallet of your underlying Sub-account:

  1. Go to User Centre > Sub-accounts > Funds Management > Margin Wallet

  2. Tap View Wallet to view the Margin Wallet of the corresponding Sub-account

Transfers

Currently, only transfers between Master Account Spot Wallet and Sub-account Spot Wallet are supported. On the User Centre > Sub-accounts > Funds Management > Spot Wallet page:

  1. Tap Transfer

  2. Tap ↑↓ to change transfer direction if needed

  3. Select Coin

  4. Input Amount or tap Transfer All

  5. Tap Review Transfer

  6. On Transfer Confirmation, review the transfer details

  7. Provide 2FA code and tap Confirm Transfer to proceed

Note: In a Sub-account view, the Sub-account Spot Wallet can only make transfers back to the Master Account Spot Wallet or to the Sub-account Margin Wallet.

Transfer History

On the User Centre > Sub-accounts > Transfer History page, you can find the details of all transfers between Master Account Spot Wallet and Sub-account Spot Wallet.

Order Managements

On the User Centre > Sub-accounts > Order Management page, you can view and manage all orders created by your underlying Sub-accounts and also orders that are still open. You can also cancel open orders in a Sub-account through the Master Account.

Did this answer your question?