👉 A couple of notes:

1️⃣ 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.

2️⃣ Bybit is our preferred exchange due to our experience around liquidity.

However we understand that diversifying asset across exchanges is also a sensible practice that we observe ourselves. In the instance you are to use OKX. Please note, you MUST run each Sequence strategy from it’s own sub account.

3️⃣ 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.

4️⃣ Microsoft Email Users (Hotmail / Outlook / MSN / Live) & Zigglo:

If you’re using an email address from Hotmail, Outlook, MSN, Live, or any other Microsoft-related domain, please note that these are not compatible with key features in Sequence Asset Manager (AM).

Additionally, we’ve identified that email addresses from zigglo.nl block 2FA emails sent by Sequence, preventing users from receiving essential authentication codes.

👉 You must contact our support team before continuing.

We will need to:


Available strategies:


Steps to take to set up an API + strategy with an OKX spot strategy:


Step 1 👉 Create a sub-account

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Important: You must provide API keys for a sub-account dedicated to trading with Sequence

To trade with Sequence, each strategy must operate from a dedicated sub-account.

Never modify or place your own trades within this dedicated sub-account.

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Instructions:

Step 2 👉 Transfer funds

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Please note: to trade spot the funds must be in the spot wallet.

Important: We do not connect sub-accounts without the required funds.

Please ensure you have transferred the required minimum balance ($20,000 USD / 0.2 BTC) to your spot wallet before proceeding.

Please note that API permissions are restricted to trading functions only—we cannot withdraw or transfer funds under any circumstances.

Attempting to connect without sufficient funds will trigger an "Insufficient Funds" error and prevent strategy activation.

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Instructions:

Step 3 👉 Create API keys

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Please note the funds must be in the spot wallet to trade. Additionally, please ensure that the keys are created on the correct sub account, not the master account.

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Instructions: