---
schema_version: "1"
id: 58cd3b17ea4ed4b23cca1c7739e24855c40f887fb82769c8789e839d89252d2c
title: Investment Account DMO
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/dmos/c360dm-investment-account-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-investment-account-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 1013656cd877d5573d73c130deba7f6f03a55a330a30d29e762c8cd1a84e3119
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Investment Account DMO

The Investment Account DMO represents a type of a financial account, such as a brokerage, an investment, or retirement accounts.

## API Name

`ssot__InvestmentAccount__dlm`

## Category

Profile

## Primary Subject Area

Financial Account

## Primary Key Label

Investment Account (`ssot_Id_c`).

## Relationships

| DMO Label          | DMO Field Label       | Cardinality       | Related DMO Label  | Related DMO Field Label | Data Bundle or Origin    |
| ------------------ | --------------------- | ----------------- | ------------------ | ----------------------- | ------------------------ |
| Investment Account | Financial Account ID  | Many To One (N:1) | Financial Account  | ID                      | Financial Services Cloud |
| Financial Account  | Investment Account ID | Many To One (N:1) | Investment Account | ID                      | Financial Services Cloud |

## Fields

| Label                   | API Name                         | Description                                            | Data Type | Data Bundle or Origin    |
| ----------------------- | -------------------------------- | ------------------------------------------------------ | --------- | ------------------------ |
| Annual Yield Percentage | `ssot__AnnualYieldPercentage__c` | The annual percentage yield of the investment account. | Number    | Financial Services Cloud |
| Description             | `ssot__Description__c`           | The description of the investment account.             | Text      | Financial Services Cloud |
| Financial Account ID    | `ssot__FinancialAccountID__c`    | The associated financial account.                      | Text      | Financial Services Cloud |
| Investment Account ID   | `ssot__Id__c`                    | The primary key.                                       | Text      | Financial Services Cloud |
| Investment Objective    | `ssot__InvestmentObjective__c`   | The associated investment objective.                   | Text      | Financial Services Cloud |
| Investment Time Horizon | `ssot__InvestmentTimeHorizon__c` | The investment time horizon.                           | Text      | Financial Services Cloud |
| Model Portfolio Type    | `ssot__ModelPortfolioType__c`    | The associated model portfolio type.                   | Text      | Financial Services Cloud |
| Name                    | `ssot__Name__c`                  | The name of the investment account.                    | Text      | Financial Services Cloud |