All Systems Operational

About This Site

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.

Platforms Operational
Orion Connect Operational
Advisorlynx.com Operational
Mobile App Operational
Client Portal Operational
Reporting Operational
Citrix / Advisor Desktop Operational
www.OrionAdvisor.com Operational
Orion Social Operational
TOM Operational
Eclipse Operational
FIX Trading Operational
ASTRO Operational
Financial Planning Operational
Advisor Portal Operational
Custom Import Operational
RMD Dashboard Operational
Queries Operational
Trends Operational
Communities Operational
Manage Users Operational
Orion Custom Indexing Operational
Server Instances Operational
Instance 1 Operational
Instance 2 Operational
Instance 10 Operational
Instance 11 Operational
Instance 12 Operational
Instance 13 Operational
Instance 14 Operational
Instance 15 Operational
Instance 16 Operational
Instance 20 Operational
Instance 21 Operational
Instance 22 Operational
Instance 23 Operational
Instance 3 Operational
Instance 24 Operational
Instance 25 Operational
Instance 26 Operational
Instance 27 Operational
Instance 7005 Operational
Instance 7010 Operational
Instance 7018 Operational
Instance 7023 Operational
Instance 7025 Operational
Instance 7026 Operational
Instance 7015 Operational
Instance 7016 Operational
Instance 7009 Operational
Orion Internal Systems Operational
Orion Case Management System Operational
Orion Phone System Operational
Orion Email Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
May 15, 2026

No incidents reported today.

May 14, 2026

No incidents reported.

May 13, 2026
ASTRO/OCI Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
May 13, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 13, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Wednesday, May 13, starting at 3:30 p.m. Central Time. Maintenance is expected to take approximately 4 hours. During this window, users of ASTRO and Orion Custom Indexing may experience a disruption of service. Please note that this maintenance window is subject to change and may be rescheduled if necessary. If you have any questions, please contact SME-ASTRO@Orion.com or SMECustomIndexing@Orion.com.

Thank you for your patience.
May 11, 08:24 CDT
Performance Issues with Amazon Web Services (AWS
Resolved - This incident has been resolved.
May 13, 12:51 CDT
Investigating - We are currently experiencing performance issues related to our third-party service provider, Amazon Web Services (AWS). System availability and performance is a top priority for both Orion and AWS, and AWS is aware of and actively working to resolve the issue.
We will keep you informed as updates become available.

Thank you for your understanding and patience during this time.
May 8, 11:02 CDT
Schwab Cost Basis File Delivery Delay 5/13/2026
Resolved - This incident has been resolved.
May 13, 10:35 CDT
Monitoring - Hello,

Schwab is experiencing a Cost Basis file delivery delay this morning. Our team is working to mitigate delays and complete Cost Basis file application timely and accurately. Files are coming in and the appropriate cost basis jobs are kicking off to ingest the files

Please be diligent in checking the Tax Center App 'Interfaces' Tab to verify the status of your Cost Basis files this morning. Also, please feel free to reach out to the SME Cost Basis Team if you have further questions regarding the status of your Cost Basis files.

Thank you,
Orion Cost Basis Team

***Please do not reply to this email***
May 13, 08:10 CDT
Schwab File Delivery Delay 5/13/26
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.
May 13, 06:45 CDT
May 12, 2026

No incidents reported.

May 11, 2026

No incidents reported.

May 10, 2026

No incidents reported.

May 9, 2026

No incidents reported.

May 8, 2026
May 7, 2026

No incidents reported.

May 6, 2026

No incidents reported.

May 5, 2026

No incidents reported.

May 4, 2026
Client Portal Portfolio Values
Resolved - This incident has been resolved.
May 4, 14:11 CDT
Investigating - We are addressing an issue where portfolio values in the Client Portal may appear inconsistent across views due to a recent update.
Thank you for your patience as we work toward a resolution.
May 4, 11:34 CDT
May 3, 2026

No incidents reported.

May 2, 2026

No incidents reported.

May 1, 2026

No incidents reported.

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