---
title: "Multi-Account Management Upgrade"
description: "## 1. Accounts can be set as Master Accounts. **Activation Method:** - After being whitelisted in the operations backend, clients can find **[Multi-account Features]** in the sidebar. By clicking on it, they can set the account as the master account.…"
url: "https://www.worldfirst.com/id/help-center/account-management/multi-account-management-upgrade/"
updated: "2026-08-12"
category: Account Management
---

# Multi-Account Management Upgrade

## 1. Accounts can be set as Master Accounts.

**Activation Method:**

- After being whitelisted in the operations backend, clients can find **[Multi-account Features]** in the sidebar. By clicking on it, they can set the account as the master account.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185359900-1024x497.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185359900.webp)

## 2. Master-Sub Account Management Interface

**Master Account View**

Users can view the account balance and billing information of all sub-accounts.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185405111-1024x499.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185405111.webp)

**Sub-account View**

Users can view bound account information and unbind the account.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185411234-1024x518.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185411234.webp)

## 3. Inviting Sub-accounts from a Master Account

**Invitation Method：**

- Generate a link in the system and send it to the invitee.
- Fill in the invitee's email address to send the invitation.

**Invitation Scope：**

- Supports two types: with and without equity binding：

- For accounts**with equity binding**, the risk control team in the master account's region will conduct the review.
- For accounts **without equity binding,** they can be bound after authorization by the sub-account.
- The invited sub-account must be at L3 tier (with KYC completed).

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185418686-1024x498.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185418686.webp)

## 4. Fund Sweeping Strategy for Master Accounts (with Equity)

1. For GBL (Global Balance)Accounts, fund sweeping only supports G10 currencies.
2. The timing for automatic fund sweeping will be defaulted based on the time zone of the master account.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185425998-1024x502.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185425998.webp)

## 5. Fund Transfer Strategy for Master Accounts (without Equity)

- Sub-accounts support automatic fund transfers (L2L)：A **Fixed Retention Amount** (default currency: USD) will be added for all regions in this update.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185432670-1024x583.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185432670.webp)

## 6. Master-Sub Account Statement Management & Download

Supports downloading transaction details for sub-accounts (including Zyla) from the master account.

- Supports downloading statements for the master account, sub-accounts, or both (master + sub-accounts).
- Supports selecting specific sub-accounts or all sub-accounts.
- Electronic signatures are not supported for multi-account statement downloads.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185439368-1024x761.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185439368.webp)

Supports downloading the**end-of-day balances** of sub-accounts from the master account.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185446336-1024x576.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185446336.webp)

## 7. Sub-account Expansion & Unbinding

**Sub-account Expansion，There are two ways：**

- **Automatic Expansion in the Backend:**If the number of bound sub-accounts is less than 30% of the total number of sub-accounts allowed, the system will automatically expand the capacity（Base on premise that this account carries no risk）.
- AM（**Account Manager**） support：They can help to add the allowable number of bindable sub-accounts.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185452569-1024x525.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185452569.webp)

**Sub-account Unbinding:**

- **Client Self-service:** The GBL Master account can unbind sub-accounts independently, with batch unbinding supported.
- **AM（Account Manager**） support： Client can submit a request to AM，too.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185500286-1024x761.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185500286.webp)

## 8. Deprecation of the Account Switching Feature

We will be discontinuing the「Swith account」feature；

If clients require the "One-click-Switch"functionality in the feature,they can achieve this by configuring multiple accounts to share the Operate. You can then perform one-click switching directly within that Operator's account.

[![](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185506876-1024x505.webp)](https://mdn.marmot-cloud.com/worldfirst/sites/15/2026/08/20260811185506876.webp)