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Please note:

• If you already have a funded subaccount with the asset you wish to accumulate, or
• if you already have one of our spot bots running on a OKX subaccount, you can skip directly to Step 3: Create API Keys. </aside>

This comprehensive guide walks you through setting up your OKX spot sub-account, from initial prerequisites and funding to API key creation, Sequence connection, and essential guidelines for active strategies.

The guide is organized into the following sections:

Available Strategies

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Please Note: Our BTC/SOL strategy is available only for non EEA accounts.

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USD/ALT

BTC/SOL

Before you get started

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Regional domain

• If your OKX account was created on app.okx.com or **us.okx.com** (US/AU), or **eu.okx.com** or my.okx.com/nl, please note that these regional versions are not supported.

• Only accounts on www.okx.com (Global) and my.okx.com (EEA) can connect to the system.

  If you are affected by this, alternative exchanges are available.

  • EU clients can run Sequence spot strategies on Bitget - Spot or Kraken Spot.
  • For US clients, you can use Kraken Spot which is available in most US states. Please note: Only our Spot strategies are supported on Kraken. </aside>

1. Use a Desktop Browser for Best Results. We strongly recommend completing the setup process on a desktop browser, preferably Chrome. In our experience, doing this on a mobile web browser can be quite difficult — while not entirely impossible, the process is significantly less smooth. Additionally, API configuration is not supported in the native exchange applications (e.g., the Binance or Bybit mobile apps), so it's important to use a desktop environment for a successful setup.
2. Primary Email Requirement Your registered email is the one linked to your active strategy or bot, and it’s the only one authorized to receive private account information. 2FA codes, invoices, and sensitive support responses will only be sent to this email.

Step 1: Create a sub-account

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Please ensure that KYC verification has Level 1 completed on your OKX account before attempting to connect.

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1. To create a sub-account on OKX, log into your main account on the website.

2. Go to your Profile icon, and select Sub-accounts.