InvestmentAccount
Represents a subtype of a financial account. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
Columns
| Name | Type | References | Description |
| Annual Yield Percentage | Double | The annual percentage yield of the investment account. | |
| Description | Varchar | The description of the investment account. | |
| Financial Account ID | Varchar | The associated financial account. | |
| Investment Account ID | Varchar | The primary key. | |
| Investment Objective | Varchar | The associated investment objective. | |
| Investment Time Horizon | Varchar | The investment time horizon. | |
| Model Portfolio Type | Varchar | The associated model portfolio type. | |
| Name | Varchar | The name of the investment account. |