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Work with Exchange Sub-accounts

Fordefi lets you manage exchange sub-accounts to streamline asset management and fund movements between Fordefi vaults and those sub-accounts. You can initiate fund transfers between Fordefi and exchange sub-accounts, view the hierarchical structure of exchange accounts (master account → sub-accounts), and apply policy and permission controls across this structure.

Note that each sub-account is treated as an independent vault with its own balance and credentials; no balance aggregation is performed.

Limitations

  • The following exchanges are currently supported in Fordefi:

    • Binance
    • Bybit
    • OKX
  • The following are the types of transfer that are currently supported:

    • From one sub-account to another sub-account within the same master account.
    • From a sub-account to its master account.
  • The following are currently not supported:

    • Trading accounts
    • Managed sub-accounts

Create a sub-account

You create sub-accounts in the Fordefi web console from within an existing exchange vault.

  1. To open the exchange vault to which you wish to add sub-accounts, click Connected Accounts > Exchanges and choose the vault from the list that is displayed.

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  2. At the top right, click Actions > Add sub account.

    A dialog displays the existing sub-accounts in the exchange vault.

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  3. Click Add for each sub-account you wish to add.

    A field opens for it. Leave the name as-is, or rename it, as needed.

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  4. Click Save to add the selected sub-accounts to the master exchange.