Asset management sub-accounts are powerful tools that allow investors to grant trading permissions to professional teams while retaining full custody of their assets. This secure structure enables sophisticated investment strategies without transferring fund ownership. Whether you're an investor looking to allocate capital or a trader preparing to manage funds, this guide provides the essential steps for effective usage.
Getting Started as an Investor
Creating Your Asset Management Sub-Account
The creation process begins from your main account dashboard. After logging into your account, locate and click on your profile icon in the top navigation panel. From the dropdown menu that appears, select the "Sub-Accounts" option to access the management interface.
Within the sub-accounts section, click the prominent "Create Sub-Account" button to initiate the setup process. You'll need to complete several informational fields and configuration options to customize your sub-account according to your specific requirements.
The essential information includes:
- A unique login name for identification purposes
- Selection of "Asset Management Sub-Account" as the account type
- Option to input the trading team's UID for immediate binding
- Advanced settings for transaction preferences
- Advanced settings for deposit permissions
After completing all required fields, finalize the creation by clicking "Submit All." If you need to pause the process, you can save your progress as a draft and return later. The platform also supports creating multiple draft configurations simultaneously through the "Add Draft" functionality.
The final step requires completing two-factor authentication (2FA) to ensure account security. This verification process adds an essential layer of protection to prevent unauthorized account creation.
Binding with a Trading Team
If you didn't bind a trading team during the initial creation process, you can easily establish this connection afterward. Navigate to your sub-account management panel and locate the "Bind Trading Team Account" option to begin the process.
The platform allows binding up to 15 asset management sub-accounts to a single trading team, providing flexibility for diversified management strategies. You'll need to input the unique UID identifier provided by your trading team to establish the connection.
After entering the correct UID, complete the binding process by verifying the action through two-factor authentication. Successful binding will be indicated by an "Already Bound" status displayed on the sub-account interface.
Transferring Funds to Your Sub-Account
Capital allocation to your asset management sub-account is straightforward through the fund transfer functionality. Access the "Fund Transfer" option from your account dashboard, then select the desired cryptocurrency and amount to move to your sub-account.
The transfer process executes immediately, moving your selected assets from your main account to the designated sub-account while maintaining full custody within your overall account structure.
Transferring Between Managed Trading Sub-Accounts
For investors managing multiple sub-accounts, transferring between accounts requires enabling a specific permission setting. Navigate to the "Sub-Account" section, then access "Operation" > "Managed Trading Sub-Account Settings."
Within the withdrawal permissions section, enable the "Allow transfers between managed trading sub-accounts" option. Once activated, you can initiate transfers between your sub-accounts using API commands for seamless capital reallocation.
Unbinding from a Trading Team
If you need to discontinue a relationship with a trading team, the unbinding process begins by selecting the "Managed" status indicator within your sub-account interface. Choose the "Unbind" option to initiate the separation process.
Similar to the binding process, you can select up to 15 sub-accounts for simultaneous unbinding from a trading team. The action requires two-factor authentication confirmation to prevent accidental or unauthorized unbinding.
Successful unbinding will restore the "Bind Trading Team Account" button, indicating the sub-account is available for new trading team connections.
Deleting Unused Sub-Accounts
After unbinding from trading teams, if you no longer require a specific sub-account, deletion helps maintain a clean account structure. Access the sub-account operations menu and select "Delete Sub-Account" to begin the removal process.
The deletion requires mobile verification code confirmation to ensure intentional account removal. This security measure prevents accidental loss of account structures and historical data.
Enabling Withdrawal and Deposit Permissions for Trading Teams
In specific circumstances, you might need to grant trading teams additional permissions for depositing or withdrawing from your sub-account. These advanced permissions require configuration through your main account's whitelist settings rather than within the sub-account interface.
Enabling Withdrawal Permissions
Withdrawal permission configuration begins in your main account's asset section. Navigate to "Assets" > "Withdraw" and access the "Manage Address Book" to configure whitelist settings.
Ensure the "Address Whitelist" feature is activated, and consider enabling the "New Address Withdrawal Lock" based on your security preferences. Add withdrawal addresses by selecting the correct network and inputting the precise wallet address.
You can assign recognizable names to addresses for easier identification and optionally enable 30-day verification to skip future validations for trusted addresses.
Return to your sub-account settings through "Operation" > "Managed Trading Sub-Account Settings" and enable "Allow withdrawal to verified addresses" within the withdrawal permissions section.
After completing these steps, inform your trading team that they can initiate withdrawals to the whitelisted addresses via API. Remind them to enable "Withdrawal" permissions when creating API keys for this functionality.
Enabling Deposit Permissions
Deposit permissions are managed directly within the sub-account interface. Access the "Sub-Account" page and navigate to the operations menu for the specific sub-account.
Enable the "Deposit" permission option to allow trading teams to deposit funds from external wallets into your sub-account. This permission grants one-way deposit capability without providing withdrawal authority.
Guide for Trading Teams
Becoming a Qualified Trading Team
To qualify as a trading team on the platform, you must maintain an account with VIP等级 ≥ 1 (VIP Level 1 or higher). This status demonstrates your trading activity and platform engagement meets minimum requirements.
After achieving the necessary VIP status, contact the business development managers through official channels to formalize your trading team status and access asset management features.
Starting with Asset Management Sub-Accounts
Trading operations begin through the API management interface. After logging into your account, access the API section through your profile icon dropdown menu.
Within the API key management page:
- Select the "Customer Account" tab
- Choose the specific customer sub-account from the dropdown menu
- Click "Create API Keys" to generate trading access
During API key creation, ensure you enable the "Trading" permission to execute transactions on behalf of your investor. The API documentation provides comprehensive guidance on integrating these keys with your trading systems and strategies.
Investor Visibility Settings
As a trading professional, you can control the information visible to your investors through customizable privacy settings. These controls help maintain strategic confidentiality while providing necessary transparency.
Adjust visibility preferences by navigating to the "Sub-Account" section and selecting "Customer Account." Access the "Operation" > "Asset Management Sub-Account Settings" menu to configure historical data visibility according to your agreed terms with each investor.
Unbinding from Asset Management Sub-Accounts
Trading teams can only initiate unbinding from sub-accounts that have maintained zero trading volume for three consecutive months and contain less than 1000 USDT in assets. This prevents disruption to active trading relationships.
The platform supports both manual unbinding and automated threshold-based unbinding, with the automatic feature disabled by default for safety reasons.
Manual Unbinding Process
Navigate to the "Sub-Account" section and select "Customer Account" to view your managed relationships. Locate the sub-account you wish to disconnect from and select "Unbind" from the status menu. Follow the on-screen instructions to complete the separation process.
Automatic Unbinding Configuration
For automated management of dormant accounts, access the "Customer Account" section within your sub-account dashboard. Select "Operation" > "Asset Management Sub-Account Settings" and navigate to "Manage Unbinding."
Enable the automatic unbinding functionality to automatically disconnect from sub-accounts that meet the inactivity and minimum balance criteria. This automated approach helps maintain a clean portfolio of active trading relationships.
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Frequently Asked Questions
What security measures protect my assets in a management sub-account?
Asset management sub-accounts maintain full custody with the investor while granting only trading permissions to professionals. Two-factor authentication, address whitelisting, and permission-based API access create multiple security layers. Your assets never leave your overall account custody during the management process.
Can I have multiple trading teams managing different sub-accounts?
Yes, the platform supports managing multiple sub-accounts with different trading teams simultaneously. Each sub-account operates independently with dedicated API keys and specific permission settings. This structure enables diversified management strategies across different professionals or approaches.
How quickly can I withdraw funds from a managed sub-account?
You can instantly transfer funds from your sub-account back to your main account at any time. For external withdrawals to whitelisted addresses, processing times depend on blockchain network confirmation periods. There are no locking periods restricting access to your capital.
What happens if my trading team's API keys are compromised?
Immediately contact support to disable compromised API keys and review recent transactions. Since withdrawal permissions are separately controlled, unauthorized fund movement is prevented. You can quickly generate new API keys for your trading team after securing your account.
Can I set custom risk parameters for my trading team?
Risk management parameters are configured through API permissions and sub-account settings. While the platform provides basic controls, advanced risk parameters typically require implementation through your trading team's systems or third-party risk management tools integrated via API.
How are fees handled for trading through managed sub-accounts?
Trading fees are deducted from the sub-account balance using the same fee schedule as your main account. Fee tiers are determined by your overall account volume, including activity across all sub-accounts. There are no additional charges specifically for using the asset management sub-account functionality.