LPL Fix Connection Issue
Investigating - We have been alerted by LPL that their FIX connection is currently experiencing intermittent issues. While this is being addressed, we recommend reaching out to LPL for further guidance. We will provide an update as soon as LPL resolve the issue. Thank you for your understanding and patience.
Oct 15, 2026 - 09:23 CDT

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Welcome to the Orion Status page. The page is designed to help our users stay on top of any system glitches, scheduled maintenance, or potential outages.

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Oct 16, 2026

Schwab File Delivery Delay 10/16/2026
Resolved - Good Morning,

Schwab experienced a file delivery delay this morning. At this time, data files have been successfully retrieved and processed. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately. At this time, we expect Data Reconciliation to be delayed approximately 2-3 hours from normal completion times.

Please be diligent in checking the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.

Thank you,
Orion Data Team

Please do not reply to this email.
Oct 16, 06:41 CDT

Oct 15, 2026

Unresolved incident: LPL Fix Connection Issue.

Oct 14, 2026

LPL Fix Connection Issue
Resolved - LPL has confirmed that the intermittent issues affecting its FIX connection have been resolved and that no ongoing issues have been identified.

If you experience any issues with the execution of your LPL trade orders, please contact LPL directly for assistance and further guidance.

Thank you for your patience and understanding.
Oct 14, 16:38 CDT
Investigating - We have been alerted by LPL that their FIX connection is currently experiencing intermittent issues. While this is being addressed, we recommend reaching out to LPL for further guidance. We will provide an update as soon as LPL resolves the issue. Thank you for your understanding and patience.
Oct 14, 14:52 CDT

Oct 13, 2026

Schwab File Delivery Delay 10/13/2026
Resolved - Good morning,

We have successfully retrieved & processed Schwab data files. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately. At this time, we expect Data Reconciliation to be delayed approximately 2-3 hours from normal completion times.

Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Further communication will be provided regarding cost basis file delays. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.

Thank you,

Orion Data Team
Please do not reply to this email
Oct 13, 07:01 CDT
Monitoring - Good morning,

We are currently experiencing a file delivery delay from Schwab this morning. At this time, there is no ETA of when files will be successfully posted for retrieval.

Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.

Thank you,

Orion Data Team
Please do not reply to this email
Oct 13, 06:43 CDT

Oct 12, 2026

Schwab Money Market Issue
Resolved - Schwab has confirmed they have resolved the money market funds issue. Any rejected trades can now be resent.
Oct 12, 11:11 CDT
Monitoring - Orion is aware of an issue affecting certain money market fund orders through Schwab. Impacted orders may appear as rejected and may not be submitted successfully. Schwab has confirmed the issue is on their side.

We are monitoring the situation and will provide additional updates as more information becomes available.
Oct 12, 09:44 CDT

Oct 11, 2026

No incidents reported.

Oct 10, 2026

No incidents reported.

Oct 9, 2026

Schwab File Delivery Delay 10/9/2026
Resolved - Good Morning,

Schwab experienced a file delivery delay this morning. At this time, data files have been successfully retrieved and processed. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately. At this time, we expect Data Reconciliation to be delayed approximately 2-3 hours from normal completion times.

Please be diligent in checking the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.

Thank you,
Orion Data Team

Please do not reply to this email.
Oct 9, 07:14 CDT

Oct 8, 2026

No incidents reported.

Oct 7, 2026

No incidents reported.

Oct 6, 2026

Schwab Custodial Statements
Resolved - This incident has been resolved.
Oct 6, 08:51 CDT
Update - We are continuing to investigate the issue affecting custodial statement processing. Some statements from prior statement periods are being incorrectly categorized as August 2026 statements. To prevent potentially inaccurate statements from being published, statements will not be available for client view while we validate the issue and determine the appropriate corrective action.

Our teams are actively working to identify the cause, validate the affected statements and determine the appropriate path forward to ensure accurate statement availability.

We will continue to provide updates as progress is made. Thank you for your patience.
Sep 25, 09:33 CDT
Investigating - We are currently investigating an issue affecting the availability of August 2026 custodial statements. During statement processing, some statements from prior periods may be incorrectly categorized as August 2026 statements.

To prevent potentially inaccurate statements from being published, August 2026 statements may be delayed in the Client Portal and related document repositories while we work to resolve the issue.

We apologize for the inconvenience and will provide updates as more information becomes available.
Sep 22, 17:05 CDT

Oct 5, 2026

No incidents reported.

Oct 4, 2026

No incidents reported.

Oct 3, 2026

No incidents reported.

Oct 2, 2026

Fidelity File Delivery Delay 10/2/26
Resolved - Good Morning,

Fidelity experienced a file delivery delay this morning. At this time, data files have been successfully retrieved and processed. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately. At this time, we expect Data Reconciliation to be delayed approximately 2-3 hours from normal completion times.

Please be diligent in checking the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.

Thank you,
Orion Data Team

Please do not reply to this email.
Oct 2, 06:23 CDT
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