Sub Accounts
Sub accounts give the means to safely split allowing operators and users to segment risk and control access
What are Sub Accounts?
Sub Accounts are a way to split a single main account into multiple buckets. These buckets will then have their activity and balances segregated from the main, each serving its own purpose, with defined permissions as well as being operated by separate users if required.
How To Set Up Sub Accounts
Sub accounts are available to all operators and users, assuming your exchange is using a version beyond v2.17.
All accounts on the exchange can find the Sub Account settings by navigating to Settings in the sidebar and then the Account tab.
From here, the top menu will allow management of sub-accounts. On the first visit, the account itself will be listed.
To add a new sub account, click Create Sub Account for the following:
From here, we can create the sub-account:
Type: Here, the account can either be a new sub-account using actual login details filled in at the bottom of the form. A virtual email will be a sub-account that is accessed via the same login details as the main account.
Name/Label: Chosen name for reference.
Color Code: Color displayed on the sub accounts label.
Email: if a 'Real Email' type is chosen, this will be the email used on the login.
Password (and Confirmation Retype): Likewise for the login password of the new sub-account.
Sub Account Behaviour
For the rules regarding Main and Sub Account behaviour:
A main account can create additional child accounts under the same owner.
A main account can transfer funds in and out of the sub child accounts at anytime.
Users of the sub child accounts can't withdraw from the account (only the main account can 'transfer funds out')
Each child account can be either a Virtual sub account or a Real Email sub account.
Each sub-account can be used for separate strategies or business lines (e.g., treasury, trading desk, client funds, internal testing, future margin trading).
Real Email Accounts
This is an account directly tied to another person's email address, and will be logged into with the details provided on creation, in the same way as a normal account.
If the email does not currently exist on the exchange, the new user will receive an email inviting them to confirm the account's creation.
For the rules specific to Real Email Subs:
Real Email sub accounts cannot withdraw, but they can deposit, trade, and use almost every other standard function.
In order to withdraw funds from the sub account, the main account holder must use the 'Transfer Out' function within the Sub Account page while using the Main Account
Virtual Accounts
Virtual accounts differ in that they have no email or password, and so can't be directly logged into. This means the only way to access them is via being logged in as the main account and using the switch option to change over to that account.
Potential use cases could be, but are not limited to:
Running a higher-risk trading strategy in its own pocket of funds
Testing new markets or bots without touching the main balance
Also can't be withdrawn from directly (Main Account must use 'Transfer Out' functions)
Preparing for features like future margin trading in a clean, isolated environment
Ideas of Potential Use Cases
Sub accounts open up a lot of practical patterns:
A corporate exchange client gives a trader access to a single Real Email sub-account only, so the trader can work without touching treasury.
An exchange team separates operational funds from fee revenues or marketing allocations, each in its own sub-account.
Higher-risk strategies live in dedicated Virtual sub accounts, so they don’t impact the rest of the balance.
Friends-and-family accounts are created with tightly scoped permissions and no withdrawal capability.
Sub accounts give structure to what is otherwise just “one big wallet”, while still keeping the experience simple for the main account holder.
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