Link your exchange account

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Prerequisites

• Set up your Cobo Account as described in Quick start guide.
• Generate and set up the API key on the exchange that you use as described in the following guides:
  • Binance
  • Bitget
  • Bitmart
  • Bybit
  • Deribit
  • Gate.io
  • OKX
• You have been assigned the Operator role or a role with equivelant permissions.

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Steps

1. Log in to Cobo Portal.
2. Click the wallet icon and then select Exchange Wallets.
3. Click the + Exchange Account button.
4. On the Select Exchange dialog, select the exchange that you use and click Continue.
5. The required information varies by exchange. In most cases, you need to select the account type and provide a wallet name, an API key, and an API secret.
   When linking a Main Account, you can link its Sub Accounts at the same time.
   When linking a Sub Account, you need to link its Main Account first and select the Main Account as the Associated Main Account.
   
6. Click Link to complete the setup.

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Next steps