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Delegated Trading

Updated this week

Delegated Trading allows any wallet to grant another wallet permission to trade on a specific Sub-Account.

This guide explains how to create Sub-Accounts, assign delegates, and manage delegated trading permissions.

Delegation:

  • Grants trading access only

  • Does not grant withdrawal permissions

  • Does not grant transfer permissions

  • Does not provide access to the original owners main account

Delegates can act only within the assigned Sub-Account.


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Roles Overview

Main Account Owner

  • Creates and funds Sub-Accounts

  • Assigns and revokes delegates

  • Retains full control of funds

Delegate Wallet

  • Can place and manage trades

  • Cannot withdraw or transfer funds

  • Cannot modify delegation settings

For Account Owners

Step 1: Create a Sub-Account

  1. Navigate to Portfolio

  2. Click Sub-Accounts

  3. Click + Add Sub-Account

  4. Rename the account if needed (optional but recommended)

You can create up to 5 sub-accounts.

Step 2: Transfer Funds to the Sub-Account

Sub-accounts do not automatically share funds with your Main account.

You can transfer funds in two ways:

  1. Open the Transfer modal from the Sub-Accounts page within Portfolio

    or

  2. Click the Transfer button from the Account sidebar

Then:

3. Select:

  • From: Main Account

  • To: Your Sub-Account

4.Enter the amount

5. Confirm the transfer

Once funded, the Sub-Account is ready for trading or delegation.

Step 3: Add a Delegate Wallet

  1. Select the Sub-Account you want to delegate

  2. Click + Add

  3. Enter the delegate’s wallet address

  4. Enter delegation duration

  5. Click Add Delegate to confirm

The delegate wallet will now see this account under "Delegated to You" when connected.

Step 4: Revoke a Delegate

A delegate may lose access either through expiration or manual revocation.

To revoke access at any time:

  1. Navigate to Portfolio

  2. Click Sub-Accounts

  3. Open the delegate list

  4. Click Revoke on the wallet address.

The delegate will immediately lose access.

If they are currently active, they will be automatically removed from delegate mode.

For Delegates

If a main account has granted your wallet delegated access, you will be able to trade using their Sub-Account without creating or funding your own Main Account.
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Step 1: Connect Your Wallet

  1. Connect your wallet

  2. Navigate to Portfolio

  3. Click Sub-Account

  4. Look under "Delegated to You"

Delegated accounts will display a Delegate badge.

Step 2: Enter Delegate Mode

  1. Find the delegated Sub-Account

  2. Click Trade

You can also switch accounts using the Account sidebar and toggle between available accounts.

Delegate may now:

  • Open and close positions

  • Place and cancel orders

  • Manage positions

Delegate cannot:

  • Deposit funds

  • Withdraw funds

  • Transfer funds

Step 3: How to Exit Delegate Mode

  1. Click the Delegated account shown in the top-right corner. This will open the Account sidebar.

  2. Click the currently active Delegated account.

  3. Select any account you own from the list to switch accounts

Once you switch accounts, you will exit Delegate Mode and return to your own account.

What Happens If Delegation Expires or Is Revoked?

If your access expires or is revoked:

  • You will automatically exit delegate mode

  • The delegated account will disappear from your account list

  • Any further trading attempts will be blocked

Common Issues

Delegated account not visible

  • Confirm the correct wallet address was added

  • Ensure the delegation has not expired

  • Refresh and reconnect your wallet

Unable to deposit or withdraw

You are likely in delegate mode.

Switch to your own account to manage your funds.

Important Notes

  • All trades executed by a delegate affect the sub-account balance.

  • Delegation does not override risk limits or liquidation rules.

  • All trading activity remains subject to protocol rules.

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