Managing multiple trading accounts efficiently requires a clear understanding of how to access and review transaction histories. For users of OKEx's sub-account feature, tracking trading records is essential for monitoring performance, ensuring transparency, and making informed decisions. This guide provides a straightforward method to view these records while maintaining security and ease of use.
Understanding OKEx Sub-Accounts
Sub-accounts are created under a main OKEx account, allowing users to delegate trading activities, manage funds separately, or assign specific roles. Each sub-account operates with its own permissions and trading history, which can be reviewed independently. This structure is ideal for institutional traders, fund managers, or individuals seeking organized portfolio management.
Key features of OKEx sub-accounts include:
- Customizable permissions: Control access to trading, withdrawals, and other actions.
- Independent trading records: Each sub-account maintains its own transaction history.
- Enhanced security: Sub-accounts reduce risks by limiting exposure to the main account.
Step-by-Step Guide to View Trading Records
Step 1: Log Into Your OKEx Main Account
Access the OKEx website and log in using your main account credentials. Ensure you have the necessary permissions to manage sub-accounts.
Step 2: Navigate to the Sub-Account Management Section
From the dashboard, locate the "Account" or "Management" tab. Select "Sub-Account" from the dropdown menu to view all linked sub-accounts.
Step 3: Select the Target Sub-Account
Choose the specific sub-account whose trading records you wish to review. Click on its name or ID to access its details.
Step 4: Access Trading History
Within the sub-account interface, find the "Trading Records" or "History" section. Here, you can filter records by date, asset type, or transaction category (e.g., spot trades, futures, withdrawals).
Step 5: Export or Analyze Data
For further analysis, export the records to CSV or PDF formats. This helps in tracking performance over time or sharing data with stakeholders.
Benefits of Monitoring Sub-Account Records
Regularly reviewing trading records enhances accountability and supports strategic decision-making. It allows users to:
- Identify trading patterns and optimize strategies.
- Detect unauthorized activities early.
- Simplify tax reporting and audits.
- Allocate resources more effectively across accounts.
Security Best Practices
Protecting your sub-accounts is crucial. Follow these tips:
- Use strong, unique passwords for each account.
- Enable two-factor authentication (2FA).
- Regularly update permissions based on user roles.
- Monitor login activity and set up alerts for suspicious actions.
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Frequently Asked Questions
How do I create a sub-account on OKEx?
To create a sub-account, log into your main OKEx account, go to the "Sub-Account" section, and click "Create." Set permissions and credentials, then confirm. The sub-account will be active immediately.
Can I transfer funds between sub-accounts?
Yes, funds can be transferred between sub-accounts and the main account. Navigate to the "Transfer" section, select the source and target accounts, enter the amount, and confirm.
Are trading records real-time?
Yes, OKEx updates trading records in real-time. However, exportable reports may reflect a slight delay depending on server processing.
What if I can’t access a sub-account’s records?
Ensure your main account has administrative permissions. If issues persist, contact OKEx support for assistance with access rights or technical problems.
Is there a limit to the number of sub-accounts?
OKEx allows multiple sub-accounts per main account, but limits may vary based on user tier or verification status. Check OKEx’s official guidelines for details.
How long are trading records stored?
Records are typically stored indefinitely on OKEx, but users should regularly export and backup data to avoid loss due to policy changes.
Conclusion
Viewing trading records on an OKEx sub-account is a simple yet vital process for effective account management. By following the steps outlined, users can maintain transparency, improve security, and leverage data for better trading outcomes. Always stay updated with OKEx’s platform enhancements to maximize your experience.