Update - Schwab has provided Orion with updated files related to previously affected realized gain/loss and cost basis data for certain wash sale transactions. We are reviewing and auditing the data to confirm all impacted accounts have been properly updated and received the expected corrections.
All new wash sale activity received by Orion continues to process correctly. We will continue to monitor the situation, validate the updates received, and provide additional information as our review progresses.
Aug 31, 2026 - 08:47 CDT
All new wash sale activity received by Orion continues to process correctly. We will continue to monitor the situation, validate the updates received, and provide additional information as our review progresses.
Aug 31, 2026 - 08:47 CDT
Update - Orion continues to work with Schwab to correct previously affected realized gain/loss and cost basis data for certain wash sale transactions. Schwab has identified additional accounts requiring correction and expects to complete the remaining updates by Saturday, Aug. 29.
Once the corrected data is received, Orion will verify the updates and provide additional information following our review.
All new wash sale activity received by Orion continues to process correctly. We will continue to monitor the situation and provide updates as more information becomes available.
Thank you for your patience.
Aug 26, 2026 - 15:12 CDT
Once the corrected data is received, Orion will verify the updates and provide additional information following our review.
All new wash sale activity received by Orion continues to process correctly. We will continue to monitor the situation and provide updates as more information becomes available.
Thank you for your patience.
Aug 26, 2026 - 15:12 CDT
Monitoring - Schwab has implemented a fix for the issue affecting realized cost basis data for certain wash sale transactions. All new wash sale activity received by Orion is now processing correctly.
Orion is continuing to work with Schwab to review and correct previously affected realized gain/loss and cost basis data. We will continue to monitor progress and provide updates as more information becomes available.
Thank you for your patience.
Aug 20, 2026 - 09:06 CDT
Orion is continuing to work with Schwab to review and correct previously affected realized gain/loss and cost basis data. We will continue to monitor progress and provide updates as more information becomes available.
Thank you for your patience.
Aug 20, 2026 - 09:06 CDT
Identified - Schwab has provided an update on the issue impacting realized cost basis data for certain wash sale transactions.
A correction has been implemented for the data being sent to Orion. Beginning with file deliveries on Thursday, August 13, new wash sale activity should be reflected correctly going forward.
Schwab is also working to correct values that were previously impacted before the fix was implemented, with a potential correction targeted for Saturday, August 15.
We will continue to monitor the issue and provide additional updates as more information becomes available. Thank you for your patience.
Aug 12, 2026 - 14:54 CDT
A correction has been implemented for the data being sent to Orion. Beginning with file deliveries on Thursday, August 13, new wash sale activity should be reflected correctly going forward.
Schwab is also working to correct values that were previously impacted before the fix was implemented, with a potential correction targeted for Saturday, August 15.
We will continue to monitor the issue and provide additional updates as more information becomes available. Thank you for your patience.
Aug 12, 2026 - 14:54 CDT
Investigating - We are currently monitoring an issue affecting realized cost basis data received from Schwab. Schwab has identified an unintended change to the format of realized cost basis files involving wash sale transactions.
As a result, certain disallowed wash sale amounts may be reported differently than expected, which can cause realized gain/loss values to appear overstated in Orion. The issue is limited to Schwab accounts with wash sale transactions.
Schwab has acknowledged the issue and is actively working on a resolution. Until a correction is implemented, we recommend carefully reviewing realized gain/loss and tax lot cost basis data for affected Schwab accounts.
We are working with Schwab and will provide additional updates as more information becomes available. We apologize for the inconvenience and appreciate your patience.
Aug 07, 2026 - 12:45 CDT
As a result, certain disallowed wash sale amounts may be reported differently than expected, which can cause realized gain/loss values to appear overstated in Orion. The issue is limited to Schwab accounts with wash sale transactions.
Schwab has acknowledged the issue and is actively working on a resolution. Until a correction is implemented, we recommend carefully reviewing realized gain/loss and tax lot cost basis data for affected Schwab accounts.
We are working with Schwab and will provide additional updates as more information becomes available. We apologize for the inconvenience and appreciate your patience.
Aug 07, 2026 - 12:45 CDT
Update - We continue working with Schwab to recover custodial statements affected by a previously identified processing issue.
July statements have been received and are being prepared for posting. Our current focus is recovering and posting any remaining May statements.
As a result, some statements may still be temporarily unavailable in the Client Portal while recovery and validation efforts are completed. We are processing recovered files as they are received and verifying completeness before posting them.
We will share additional updates as more information becomes available. Thank you for your patience.
Aug 18, 2026 - 10:03 CDT
July statements have been received and are being prepared for posting. Our current focus is recovering and posting any remaining May statements.
As a result, some statements may still be temporarily unavailable in the Client Portal while recovery and validation efforts are completed. We are processing recovered files as they are received and verifying completeness before posting them.
We will share additional updates as more information becomes available. Thank you for your patience.
Aug 18, 2026 - 10:03 CDT
Update - We are currently investigating an issue that delayed the retrieval of certain Schwab custodial statements between May and June. As a result, some statements may not be visible in the client portal.
Our team is working with our partner to restore the impacted files and reprocess the data. We will provide updates as more information becomes available.
Thank you for your patience and understanding.
Jul 14, 2026 - 12:55 CDT
Our team is working with our partner to restore the impacted files and reprocess the data. We will provide updates as more information becomes available.
Thank you for your patience and understanding.
Jul 14, 2026 - 12:55 CDT
Monitoring - A fix has been implemented and we are monitoring the results.
Jun 24, 2026 - 10:33 CDT
Jun 24, 2026 - 10:33 CDT
Investigating - We are currently investigating an issue that caused delays in retrieving certain Schwab custodial statements between June 4–11. Some statements may not be visible in the client portal. We are working with our partner to restore impacted files and reprocess data.
Jun 23, 2026 - 09:12 CDT
Jun 23, 2026 - 09:12 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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