How to Use and Manage Sub-Accounts

How to create a sub-account

1. Visit CoinEx official website (https://www.coinex.com), log in to your account, and select [Sub-account] from the dropdown menu under the [Avatar] icon in the top-right corner.

 

2. Click [Activate Sub-Account].

 

3. Click [Add Sub-Account].

 

4. Fill in the information and verify: Set the sub-account name, trading permissions (such as spot trading, contract trading), and notes (optional). Click [Create] and follow the on-screen prompts to complete your two-factor authentication (2FA).

 

5. After the sub-account is created successfully, you can check it in [Management] under [Sub-Account].

 

How to Access to Sub-Account?

Method 1: Main Account Quick Access

After logging into your main account, click the [Account] drop-down menu at the top. Click the icon to the right of your account name to expand the sub-account list. Select a sub-account name to access it directly.

 

Method 2: Access the "Sub-Account Management" page

Enter the "Sub-Account Management" page and click the sub-account name for quick access.

 

How to Transfer Funds to Sub-Accounts?

1. After the main account is logged in, enter the "Sub-Account Management" page and click [Transfer].

 

(1) Funds can be transferred between the main account and sub-account, and between the spot account and the contract account.

 

(2) The main account operates the transfer of funds between sub-accounts and within the spot account.

 

2. After the transfer is successful, you can view the details on the "Transfer Records" page.

 

How to Edit the Sub-Account Permission?

After logging in to the main account, go to the "Sub-Account Management" page and click the [Permissions] button corresponding to the sub-account to modify the sub-account's trading permissions.

 

Authorization and Delegation of Sub-Account

1. Difference

Features Authorization Delegation
Account type Can be simultaneously authorized by up to 5 main accounts Can only be delegated to one market maker account
Trading fees Follows the main account’s fee rate Follows the delegated market maker’s fee rate
Trading volume Counted under the main account Counted under the delegated market maker account

 

2. How to authorize or delegate a sub-account

(1) Enter the "Sub-Account Management" page and click [Authorize] or [Delegate] for the sub-account. 

 

(2) After completing the steps, the authorized or delegated main account will be able to directly access the sub-account and perform trading and management operations.

 

(3) On the "Authorization Management" page, you can click [Add Authorization] or [Delegate] to create a new authorization or delegation, or revoke existing ones at any time.

If you need to view sub-accounts that others have authorized or delegated to you, check the [Delegator List] and click on the account name to quickly access the corresponding sub-account.

 

How to Disable Sub-Accounts?

1. Go to the "Sub-Account Management" page, find the sub-account, click the [...] icon on the far right of the information bar, and select [Disable].

Note: Once a sub-account is disabled, it will no longer appear in the list, will be inaccessible, and will not have permission to perform any operations.

 

2. Disabled sub-accounts can be viewed in the [Disabled List] and their permissions can be restored by clicking [Enable].

 

How to Modify the Sub-Account Name? 

1. Go to the "Sub-Account Management" page, find the sub-account, click  [...] on the far right of the information bar, and select [Rename].

 

2. Enter the new sub-account name (it must be unique and cannot be the same as the existing sub-account name), and click [Confirm] to successfully modify it.

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