Separately Managed Accounts (SMA) allow fund managers, investors, and service providers to create personalized crypto trading strategies for their clients and manage accounts from a single login.
To manage SMA teammates, roles, and permissions, please see this link for more information. The followings are some common use cases of SMA:
Shared account
A single sFOX account can be managed by multiple users. The admin of an account can add users and set up their roles and permissions.
Third-party access/Fund Administrator
A third party, like a fund administrator or an auditor, may need to access one’s sFOX account for report downloading purposes. In this case, the read-only permission can be utilized by the admin, so the third party has minimal access to the account with no risk of executing any other unauthorized actions.
Inviting an SMA with Read-only Privileges
To add an SMA to your account with read-only API key privileges on the account you will follow the steps below:
Go to: https://trade.sfox.com/team
In the email field, enter invitee email address
Select the checkbox for "Read-only" account privileges
Click Send Invite
Multiple accounts management
To manage multiple accounts, a manager’s account can be added as a teammate to each managed account. The manager can switch between accounts after he/she login to sFOX platform. Please note that each managed account would need to register with a unique email address and go through its own KYC process.
Implementing multiple strategies in separate accounts
For businesses with the need to run different trading strategies in separate accounts, this article explains how to implement this using sFOX' SMA feature.
To manage SMA teammates, roles, and permissions, please see this link for more information.