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 29, 2026

No incidents reported today.

May 28, 2026
Resolved - This incident has been resolved.
May 28, 13:14 CDT
Investigating - We are investigating an issue affecting certain models in Orion Investment Portal and Eclipse that may prevent trading activity. The issue is tied to a recent update involving the GGOV security (previously listed as GGOV OLD), which is temporarily blocking impacted models.

Our teams are actively identifying and updating affected models to restore normal functionality. We understand the importance of uninterrupted trading and are prioritizing a resolution.

We will share additional updates as more information becomes available.

May 28, 12:03 CDT
May 27, 2026
Resolved - This incident has been resolved.
May 27, 10:09 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. Should you experience Tax Lot Errors in Eclipse, please resync the errored accounts from the Error Logs page within Eclipse. 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 27, 07:15 CDT
May 26, 2026

No incidents reported.

May 25, 2026

No incidents reported.

May 24, 2026

No incidents reported.

May 23, 2026

No incidents reported.

May 22, 2026

No incidents reported.

May 21, 2026

No incidents reported.

May 20, 2026
Completed - The scheduled maintenance has been completed.
May 20, 20:00 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
May 20, 16:00 CDT
Scheduled - Orion will be performing maintenance on ASTRO on Wednesday, May 20, starting at 3:30 p.m. Central Time. Maintenance is expected to take approximately four hours. During this window, users of ASTRO and Orion Custom Indexing may experience service disruptions. 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 20, 15:50 CDT
May 19, 2026

No incidents reported.

May 18, 2026

No incidents reported.

May 17, 2026

No incidents reported.

May 16, 2026

No incidents reported.

May 15, 2026

No incidents reported.