---
schema_version: "1"
id: 9368feb708f35a773c09313990435d5b2242eb0bd37e3de0ef8aa3f881095015
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/std_dmos/c360dm-si-investmentaccountdmo-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-investmentaccountdmo-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 95df7a43002408f89e01758522733f60aa49976caba0f4dd92c3c77213de095f
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Investment Account DMO

## Object Properties

**Object API Name:** `ssot__InvestmentAccount__dlm`  
**Category:** Unassigned  
**Availability:** Available in 254 and later versions  
**Primary Key Field:** Id  

## Relationships

- **FinancialAccountID** has a FOREIGNKEY relationship with the [Financial Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialaccountdmo-dmo.md) `Id` field.


## Fields

- [AnnualYieldPercentage](#annualyieldpercentage)
- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [Description](#description)
- [FinancialAccountID](#financialaccountid)
- [Id](#id)
- [InternalOrganizationId](#internalorganizationid)
- [InvestmentObjective](#investmentobjective)
- [InvestmentTimeHorizon](#investmenttimehorizon)
- [KQ_FinancialAccountID](#kq_financialaccountid)
- [KQ_Id](#kq_id)
- [ModelPortfolioType](#modelportfoliotype)
- [MonthToDatePerformancePercent](#monthtodateperformancepercent)
- [Name](#name)
- [OneYearPerformancePercent](#oneyearperformancepercent)
- [QuarterToDatePerformancePercent](#quartertodateperformancepercent)
- [RebalanceFrequency](#rebalancefrequency)
- [ThreeYearPerformancePercent](#threeyearperformancepercent)
- [YearToDatePerformancePercent](#yeartodateperformancepercent)

### AnnualYieldPercentage

- **Field API Name:** `ssot__AnnualYieldPercentage__c`
- **Data Type:** DOUBLE
- **Description:** Annual Percentage Yield of the Investment Account.

### cdp_sys_record_currency

- **Field API Name:** `ssot__cdp_sys_record_currency__c`
- **Data Type:** TEXT
- **Description:** System-generated metadata field that stores a 3-letter ISO currency code.

### DataSourceId

- **Field API Name:** `ssot__DataSourceId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### DataSourceObjectId

- **Field API Name:** `ssot__DataSourceObjectId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### Description

- **Field API Name:** `ssot__Description__c`
- **Data Type:** TEXT
- **Description:** Description of the Investment Account.

### FinancialAccountID

- **Field API Name:** `ssot__FinancialAccountID__c`
- **Data Type:** TEXT
- **Description:** Reference to the associated Financial Account.

### Id

- **Field API Name:** `ssot__Id__c`
- **Data Type:** TEXT
- **Description:** Required. A unique, system-generated identifier for this InvestmentAccount record. Maximum size is 15 characters.

### InternalOrganizationId

- **Field API Name:** `ssot__InternalOrganizationId__c`
- **Data Type:** TEXT
- **Description:** A unique, system-generated identifier for this record.

### InvestmentObjective

- **Field API Name:** `ssot__InvestmentObjective__c`
- **Data Type:** TEXT
- **Description:** Reference to the Investment Objective.

### InvestmentTimeHorizon

- **Field API Name:** `ssot__InvestmentTimeHorizon__c`
- **Data Type:** TEXT
- **Description:** Reference to the Investment Time Horizon.

### KQ_FinancialAccountID

- **Field API Name:** `KQ_FinancialAccountID__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for FinancialAccountID

### KQ_Id

- **Field API Name:** `KQ_Id__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for Id

### ModelPortfolioType

- **Field API Name:** `ssot__ModelPortfolioType__c`
- **Data Type:** TEXT
- **Description:** Reference to the Model Portfolio Type.

### MonthToDatePerformancePercent

- **Field API Name:** `ssot__MonthToDatePerformancePercent__c`
- **Data Type:** PERCENT
- **Description:** Plain number percentage value representing the month to date performance percent.

### Name

- **Field API Name:** `ssot__Name__c`
- **Data Type:** TEXT
- **Description:** Name of the Investment Account.

### OneYearPerformancePercent

- **Field API Name:** `ssot__OneYearPerformancePercent__c`
- **Data Type:** PERCENT
- **Description:** Plain number percentage value representing the one year performance percent.

### QuarterToDatePerformancePercent

- **Field API Name:** `ssot__QuarterToDatePerformancePercent__c`
- **Data Type:** PERCENT
- **Description:** Plain number percentage value representing the quarter to date performance percent.

### RebalanceFrequency

- **Field API Name:** `ssot__RebalanceFrequency__c`
- **Data Type:** TEXT
- **Description:** Alphanumeric string representing the rebalance frequency.

### ThreeYearPerformancePercent

- **Field API Name:** `ssot__ThreeYearPerformancePercent__c`
- **Data Type:** PERCENT
- **Description:** Plain number percentage value representing the three year performance percent.

### YearToDatePerformancePercent

- **Field API Name:** `ssot__YearToDatePerformancePercent__c`
- **Data Type:** PERCENT
- **Description:** Plain number percentage value representing the year to date performance percent.