> ## Documentation Index > Fetch the complete documentation index at: https://docs.dakota.com/llms.txt > Use this file to discover all available pages before exploring further. # Accounts > This page contains all the available fields for the Account object in the Dakota system. ## Field Reference Table | Field(Payload) | Field(Response) | Label | Type | Length | | :------------------------------------------- | :------------------------------------------- | :-------------------------------------- | :----------------------------- | :----- | | `id` | `account_id` | Account ID | id | 18 | | `type` | `account_type` | Account Type | picklist | 255 | | `ack_id__c` | `ack_id__c` | Acknowledgment ID | string | 255 | | `accounts_merged_description__c` | `accounts_merged_description__c` | Accounts Merged Description | textarea | 32768 | | `account_record_type_name__c` | `account_record_type_name__c` | Account Record Type Name | string | 255 | | `account_type_classification__c` | `account_type_classification__c` | Account Type Classification | picklist | 255 | | `active_draft_trial__c` | `active_draft_trial__c` | Active Draft Trial | picklist | 255 | | `alternative_platform_description__c` | `alternatives_platform_description_c` | Alternatives Platform Description | textarea | 130000 | | `asset_class__c` | `asset_class__c` | Asset Class | picklist | 255 | | `asset_classes__c` | `asset_classes__c` | Asset Classes | multipicklist | 4099 | | `assets_boy__c` | `assets_boy__c` | Assets BOY | currency | 0 | | `average_ticket_size__c` | `average_ticket_size__c` | Average Ticket Size | currency | 0 | | `bank_loans__c` | `bank_loans__c` | Bank Loans | picklist | 255 | | `billingcity` | `billing_address_city` | Billing City | string | 40 | | `billingcountry` | `billing_address_country` | Billing Country | string | 80 | | `billingpostalcode` | `billing_address_postalcode` | Billing Postal Code | string | 20 | | `billingstate` | `billing_address_state` | Billing State | string | 80 | | `billingstreet` | `billing_address_street` | Billing Street | textarea | 255 | | `billinglatitude` | `billinglatitude` | Billing Latitude | double | 0 | | `billinglongitude` | `billinglongitude` | Billing Longitude | double | 0 | | `board_meeting_notes__c` | `board_meeting_notes__c` | Board Meeting Notes | textarea | 131072 | | `cit_usage__c` | `cit_usage__c` | CIT Usage | picklist | 255 | | `cmbs__c` | `cmbs__c` | CMBS | picklist | 255 | | `co_investments__c` | `co_investments__c` | Co-Investments | picklist | 255 | | `convertibles__c` | `convertibles__c` | Convertibles | picklist | 255 | | `contact_information_description__c` | `contact_information_description__c` | Contact Information Description | textarea | 131072 | | `copyright__c` | `copyright__c` | Copyright | string | 255 | | `core_bonds__c` | `core_bonds__c` | Core Bonds | picklist | 255 | | `crd__c` | `crd_number_c` | CRD Number | string | 18 | | `cryptocurrency__c` | `cryptocurrency__c` | Cryptocurrency | picklist | 255 | | `current_searches__c` | `current_searches__c` | Current Searches | url | 255 | | `custodian_s__c` | `custodian_s__c` | Custodian(s) | multipicklist | 4099 | | `createddate` | `date_entered` | Date Entered | date | 0 | | `lastmodifieddate` | `date_modified` | Date Modified | date | 0 | | `date_received__c` | `date_received__c` | Date Received | date | 0 | | `dc_consultant_name__c` | `dc_consultant_name__c` | DC Consultant Name | string | 1300 | | `dc_consultant__c` | `dc_consultant__c` | DC Consultant | reference to: Account | 18 | | `debt_financing__c` | `debt_financing__c` | Debt Financing | picklist | 255 | | `description` | `description` | Account Description | textarea | 32000 | | `aum__c` | `dft_aum_c` | Default AUM | currency | 0 | | `aum_per_client__c` | `aum_per_client__c` | AUM Per Client | currency | 0 | | `discretionary_assets__c` | `discretionary_assets__c` | Discretionary Assets | currency | 0 | | `ein__c` | `ein__c` | EIN | string | 20 | | `emerging_manager_program__c` | `emerging_manager_program__c` | Emerging Manager Program | picklist | 255 | | `emerging_market_bonds__c` | `emerging_market_bonds__c` | Emerging Market Bonds | picklist | 255 | | `emerging_market_equities__c` | `emerging_market_equities__c` | Emerging Market Equities | picklist | 255 | | `etf_usage__c` | `etf_usage__c` | ETF Usage | picklist | 255 | | `ebitda_range_from__c` | `ebitda_range_from__c` | EBITDA Range From | currency | 0 | | `ebitda_range_to__c` | `ebitda_range_to__c` | EBITDA Range To | currency | 0 | | `ev_range__c` | `ev_range__c` | EV Range | string | 255 | | `ev_valuation_range_from__c` | `ev_valuation_range_from__c` | EV Valuation Range From | currency | 0 | | `ev_valuation_range_to__c` | `ev_valuation_range_to__c` | EV Valuation Range To | currency | 0 | | `external_manager_link__c` | `external_manager_link__c` | External Manager Link | url | 255 | | `firm_commentary__c` | `firm_commentary__c` | Firm Commentary | textarea | 131072 | | `fof__c` | `fof__c` | Feeder Funds | picklist | 255 | | `form_5500_pdf__c` | `form_5500_pdf__c` | Form 5500 PDF | string | 1300 | | `form_adv_part_2a_brochure__c` | `form_adv_part_2a_brochure__c` | Form ADV Part 2A Brochure | url | 255 | | `general_consultant_2_name__c` | `general_consultant_2_name__c` | General Consultant 2 Name | string | 1300 | | `general_consultant_2__c` | `general_consultant_2__c` | General Consultant 2 | reference to: Account | 18 | | `general_consultant_name__c` | `general_consultant_name__c` | Consultant 1 Name | string | 1300 | | `general_consultant__c` | `general_consultant__c` | General Consultant | reference to: Account | 18 | | `geography__c` | `geography__c` | Geography | picklist | 255 | | `global_equities__c` | `global_equities__c` | Global Equities | picklist | 255 | | `government_bonds__c` | `government_bonds__c` | Government Bonds | picklist | 255 | | `hedge_fof__c` | `hedge_fof__c` | Hedge FOF | picklist | 255 | | `hedge_fund_avg_ticket_size__c` | `hedge_fund_avg_ticket_size__c` | Hedge Fund Average Ticket Size | currency | 0 | | `hedge_fund_consultant_name__c` | `hedge_fund_consultant_name__c` | Hedge Fund Consultant Name | string | 1300 | | `hedge_fund_consultant__c` | `hedge_fund_consultant__c` | Hedge Fund Consultant | reference to: Account | 18 | | `hedge_funds__c` | `hedge_funds__c` | Hedge Funds | picklist | 255 | | `high_yield_bonds__c` | `high_yield_bonds__c` | High Yield Bonds | picklist | 255 | | `hnw_of_client_base__c` | `hnw_of_client_base__c` | HNW of Client Base | picklist | 255 | | `industry_1__c` | `industry_1__c` | Industry 1 | picklist | 255 | | `industry_focus__c` | `industry_focus__c` | Industry Focus | picklist | 255 | | `industry__c` | `industry__c` | Industry | picklist | 255 | | `international_equities__c` | `international_equities__c` | International Equities | picklist | 255 | | `invests_in_impact_sri_or_esg__c` | `invests_in_impact_sri_or_esg__c` | Invests in Impact, SRI or ESG | picklist | 255 | | `investment_focus_single__c` | `investment_focus_single__c` | Investment Focus Single | picklist | 255 | | `investment_policy_statement__c` | `investment_policy_statement__c` | Investment Policy Statement | url | 255 | | `investment_interest__c` | `investment_interest__c` | Investment Interest | textarea | 255 | | `platform_description__c` | `investment_platform_des_c` | Investment Platform Description | textarea | 130000 | | `investments_page__c` | `investments_page__c` | Investments Page | url | 255 | | `investments_team_page__c` | `investments_team_page__c` | Investments Team Page | url | 255 | | `x100_marketplace__c` | `is_archived_c` | Is Archived | picklist | 255 | | `large_cap_equities__c` | `large_cap_equities__c` | Large Cap Equities | picklist | 255 | | `check_size_from__c` | `check_size_from__c` | Check Size From | currency | 0 | | `check_size_to__c` | `check_size_to__c` | Check Size To | currency | 0 | | `lid__linkedin_company_id__c` | `lid__linkedin_company_id__c` | LinkedIn Company ID | string | 255 | | `linkedin__c` | `linkedin__c` | LinkedIn | url | 255 | | `liquid_alternatives__c` | `liquid_alternatives__c` | Liquid Alternatives | picklist | 255 | | `lp_power_user__c` | `lp_power_user__c` | LP Power User | picklist | 255 | | `lp_usage__c` | `lp_usage__c` | LP Usage | picklist | 255 | | `main_page__c` | `main_page__c` | Main Page | url | 255 | | `manager_presentation__c` | `manager_presentation__c` | Manager Presentation | url | 255 | | `marketplace_searches__c` | `marketplace_searches__c` | Marketplace Searches | url | 255 | | `mbs__c` | `mbs__c` | MBS | picklist | 255 | | `metroarea__c` | `metroarea__c` | Metro Area | reference to: Metro\_Area\_\_c | 18 | | `micro_cap_us_equities__c` | `micro_cap_us_equities__c` | Micro Cap US Equities | picklist | 255 | | `mid_cap_equities__c` | `mid_cap_equities__c` | Mid Cap Equities | picklist | 255 | | `minicipal_bonds__c` | `minicipal_bonds__c` | Municipal Bonds | picklist | 255 | | `models__c` | `models__c` | Models | picklist | 255 | | `mutual_fund_family_name__c` | `mutual_fund_family_name__c` | Mutual Fund Family Name | string | 50 | | `mutual_fund_usage__c` | `mutual_fund_usage__c` | Mutual Fund Usage | picklist | 255 | | `name` | `name` | Account Name | string | 255 | | `news_page__c` | `news_page__c` | News Page | url | 255 | | `non_discretionary_assets__c` | `non_discretionary_assets__c` | Non-Discretionary Assets | currency | 0 | | `not_synced_with_fuse__c` | `not_synced_with_fuse__c` | Not Synced with Fuse | picklist | 255 | | `number_of_qps__c` | `number_of_qps__c` | # of QPs | double | 0 | | `ocio_business__c` | `ocio_business__c` | OCIO Business | picklist | 255 | | `of_employees__c` | `of_employees__c` | # of Employees | double | 0 | | `opportunity_description__c` | `opportunity_description__c` | Opportunity Description | textarea | 131072 | | `operational_status__c` | `operational_status__c` | Operational Status | picklist | 255 | | `ownership_type__c` | `ownership_type__c` | Ownership Type | picklist | 255 | | `parentid` | `parentid` | Parent Account ID | reference to: Account | 18 | | `participants_eoy__c` | `participants_eoy__c` | Participants EOY | double | 0 | | `phone` | `phone_office` | Office Phone | phone | 40 | | `plan_codes__c` | `plan_codes__c` | Plan Codes | string | 50 | | `plan_type__c` | `plan_type__c` | Plan Type | picklist | 255 | | `plan_year__c` | `plan_year__c` | Plan Year | string | 4 | | `pn__c` | `pn__c` | PN | string | 4 | | `port_co_verified__c` | `port_co_verified__c` | Portco Verified | picklist | 255 | | `preferred_investment_vehicle__c` | `preferred_investment_vehicle__c` | Preferred Investment Vehicle | picklist | 255 | | `private_credit_average_ticket_size__c` | `private_credit_average_ticket_size__c` | Private Credit Average Ticket Size | currency | 0 | | `private_credit_consultant_name__c` | `private_credit_consultant_name__c` | Private Credit Consultant Name | string | 1300 | | `private_credit_consultant__c` | `private_credit_consultant__c` | Private Credit Consultant | reference to: Account | 18 | | `private_credit__c` | `private_credit__c` | Private Credit | picklist | 255 | | `private_equity_average_ticket_size__c` | `private_equity_average_ticket_size__c` | Private Equity Average Ticket Size | currency | 0 | | `private_equity_consultant_name__c` | `private_equity_consultant_name__c` | Private Equity Consultant Name | string | 1300 | | `private_equity_consultant__c` | `private_equity_consultant__c` | Private Equity Consultant | reference to: Account | 18 | | `private_equity_fof__c` | `private_equity_fof__c` | Private Equity FOF | picklist | 255 | | `private_equity__c` | `private_equity__c` | Private Equity | picklist | 255 | | `private_real_estate_average_ticket_size__c` | `private_real_estate_average_ticket_size__c` | Private Real Estate Average Ticket Size | currency | 0 | | `private_real_estate__c` | `private_real_estate__c` | Private Real Estate | picklist | 255 | | `quarterly_annual_report__c` | `quarterly_annual_report__c` | Quarterly/Annual Report | url | 255 | | `real_assets_average_ticket_size__c` | `real_assets_average_ticket_size__c` | Real Assets Average Ticket Size | currency | 0 | | `real_assets__c` | `real_assets__c` | Real Assets | picklist | 255 | | `real_estate_consultant_name__c` | `real_estate_consultant_name__c` | Real Estate Consultant Name | string | 1300 | | `real_estate_consultant__c` | `real_estate_consultant__c` | Real Estate Consultant | reference to: Account | 18 | | `real_estate_fof__c` | `real_estate_fof__c` | Real Estate FOF | picklist | 255 | | `recordtypeid` | `recordtypeid` | Record Type ID | reference to: RecordType | 18 | | `research_team_overview__c` | `research_team_overview__c` | Research Team Overview | textarea | 131072 | | `revenue_estimate__c` | `revenue_estimate__c` | Revenue Estimate | currency | 0 | | `ria_aggregator__c` | `ria_aggregator__c` | RIA Aggregator | picklist | 255 | | `ric_usage__c` | `ric_usage__c` | RIC Usage | picklist | 255 | | `metro_area_name__c` | `rt_metroareas_accounts_name` | Metro Areas Accounts Name | string | 255 | | `secondary_account__c` | `secondary_account__c` | Secondary Account | picklist | 255 | | `sector_1__c` | `sector_1__c` | Sector 1 | picklist | 255 | | `sector__c` | `sector__c` | Sector | picklist | 255 | | `segment__c` | `segment__c` | Segment | picklist | 255 | | `select_lists__c` | `select_lists__c` | Select Lists | picklist | 255 | | `separate_account_usage__c` | `separate_account_usage__c` | Separate Account Usage | picklist | 255 | | `service_providers__c` | `service_providers__c` | Service Providers | multipicklist | 4099 | | `small_cap_equities__c` | `small_cap_equities__c` | Small Cap Equities | picklist | 255 | | `sub_advised_mf_family__c` | `sub_advised_mf_family__c` | Sub-Advised MF Family | string | 100 | | `sub_industry_1__c` | `sub_industry_1__c` | Sub Industry 1 | picklist | 255 | | `systemmodstamp` | `systemmodstamp` | System Mod Timestamp | datetime | 0 | | `tamp_name__c` | `tamp_name__c` | TAMP Name | string | 1300 | | `tamp__c` | `tamp__c` | TAMP | reference to: Account | 18 | | `tickersymbol` | `tickersymbol` | Ticker Symbol | string | 20 | | `total_feeder_fund_value__c` | `total_feeder_fund_value__c` | Total Feeder Fund Value | currency | 0 | | `total_participants__c` | `total_participants__c` | Total Participants | double | 0 | | `ucits_usage__c` | `ucits_usage__c` | UCITS Usage | picklist | 255 | | `uhnw_division_name__c` | `uhnw_division_name__c` | UHNW Division Name | string | 1300 | | `uhnw_division__c` | `uhnw_division__c` | UHNW Division | reference to: Account | 18 | | `uma_usage__c` | `uma_usage__c` | UMA Usage | picklist | 255 | | `venture_capital__c` | `venture_capital__c` | Venture Capital | picklist | 255 | | `website` | `website` | Website | url | 255 | | `x1031_exchange__c` | `x1031_exchange__c` | 1031 Exchange | picklist | 255 | | `x100_everest__c` | `x100_everest__c` | 100 Everest | picklist | 255 | | `year_founded__c` | `year_founded__c` | Year Founded | string | 4 | | `unconstrained__c` | `unconstrained__c` | Unconstrained | string | 255 | | `client_base__c` | `client_base__c` | Client Base | string | 255 | | `billing_continent__c` | `billing_continent__c` | Billing Continent | string | 255 | | `investment_style_new__c` | `investment_style_new__c` | Investment Style | string | 255 | | `sec_cik__c` | `sec_cik__c` | SEC CIK | string | 255 | | `not_a_fit_for_marketplaceii__c` | `not_a_fit_for_marketplaceii__c` | Not a Fit for Marketplace | boolean | 0 | | `contacts_not_a_fit_for_marketplace_ii__c` | `contacts_not_a_fit_for_marketplace_ii__c` | Contact Not a Fit for Marketplace | boolean | 0 | | `is_parent_account_ria_aggregator__c` | `is_parent_account_ria_aggregator__c` | Parent Account RIA Aggregator | boolean | 0 | | `form_5500_account__c` | `form_5500_account__c` | Form 55 Account | boolean | 0 | | `regionnew__c` | `regionnew__c` | Region New | string | 255 | | `property_types__c` | `property_types__c` | Property Types | string | 255 |