ASTRO Cost Basis Restriction Enhancements Being Temporarily Rolled Back
Identified - The ASTRO Team recently deployed an enhancement to restrict positions missing cost basis within the optimizer, aiming to reduce the frequency of failed optimizations due to missing cost basis. However, we identified an issue where this restriction was not automatically removed once cost basis was applied to the position.

While we work on identifying the root cause and creating a resolution, we have decided to roll back the deployment to avoid errant restrictions being placed or kept. Consequently, optimizations where a position is missing cost basis will fail, as they did prior to the deployment. Advisors can work with SME Cost Basis to determine the reason and resolution for the missing cost basis. Alternatively, they can exclude the position in Portfolio Audit and re-sync the account to ASTRO, which should then optimize without reference to the excluded position.

This page will be updated once a resolution is deployed. Please contact SME-ASTRO@orion.com with any concerns, and thank you for your patience.
Mar 27, 2025 - 14:13 CDT

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90 days ago
100.0 % uptime
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90 days ago
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90 days ago
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90 days ago
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Instance 1 Operational
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Instance 25 Operational
Instance 26 Operational
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Instance 7005 Operational
90 days ago
100.0 % uptime
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Instance 7010 Operational
90 days ago
100.0 % uptime
Today
Instance 7018 Operational
90 days ago
100.0 % uptime
Today
Instance 7023 Operational
90 days ago
100.0 % uptime
Today
Instance 7025 Operational
90 days ago
100.0 % uptime
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Instance 7026 Operational
90 days ago
100.0 % uptime
Today
Instance 7015 Operational
90 days ago
100.0 % uptime
Today
Instance 7016 Operational
90 days ago
100.0 % uptime
Today
Instance 7009 Operational
90 days ago
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Operational
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No downtime recorded on this day.
No data exists for this day.
had a major outage.
had a partial outage.

No incidents or maintenance related to this downtime.

Apr 3, 2025

No incidents reported today.

Apr 2, 2025

No incidents reported.

Apr 1, 2025
Sleeve Transfer Tool Issue
Resolved - This incident has been resolved.
Apr 1, 13:38 CDT
Identified - Orion has identified an issue causing the Sleeve Transfer Tool to time out for some Orion Connect users. Some users may see a 500 error when attempting to load the tool. We are working to correct the issue. Thank you for your patience.
Apr 1, 10:41 CDT
Trends Experiencing Outages
Resolved - This incident has been resolved.
Apr 1, 08:01 CDT
Monitoring - A fix has been implemented and we are monitoring the results.
Mar 31, 12:00 CDT
Investigating - The Trends application is experiencing intermittent outages. Our development team and third-party providers are working to resolve this issue as quickly as possible. Thank you for your patience.
Mar 31, 10:21 CDT
Mar 31, 2025
Phone Service Interruption
Resolved - This incident has been resolved.
Mar 31, 11:56 CDT
Investigating - We are currently experiencing an intermittent outage with our phone service provider. While this issue is being addressed, please utilize the chat functionality for assistance. We apologize for any inconvenience and appreciate your patience as we work to resolve this matter promptly.
Mar 31, 11:11 CDT
Mar 30, 2025

No incidents reported.

Mar 29, 2025

No incidents reported.

Mar 28, 2025
Fidelity Mutual Fund Issue
Resolved - Fidelity has confirmed yesterday's Mutual Fund issue has been resolved. Fidelity did advise if firms have any additional questions regarding their rejected orders to contact them directly.
Mar 28, 08:26 CDT
Identified - Orion has identified an issue where users in Eclipse and TOM are receiving FIX mutual fund rejection notices stating "ORDER MAY OR MAY NOT HAVE BEEN PROCESSED." We are awaiting more information from Fidelity as they investigate this issue.

At this time, we advise our users to reach out to Fidelity's trade desk to confirm that the trades have been successfully placed at Fidelity. If the trade was successful, either manually create pending transactions in Orion Connect or reset your mutual fund orders, turn off the FIX connection for mutual funds, and process the trades to the Fidelity Trade File. This will close the trade in Orion and create a pending transaction.
Mar 27, 14:06 CDT
Mar 27, 2025

Unresolved incident: ASTRO Cost Basis Restriction Enhancements Being Temporarily Rolled Back.

Mar 26, 2025

No incidents reported.

Mar 25, 2025

No incidents reported.

Mar 24, 2025
Eclipse Accounts Grid Viewing Issue
Resolved - This incident has been resolved.
Mar 24, 20:29 CDT
Investigating - In Eclipse, clients are reporting an issue where the custodial account for sleeved registrations shows a total value. This value should show $0.00. This does not impact trading for sleeved accounts in Eclipse. As a workaround, please review the total value for accounts within the portfolio on the Portfolios grid while we make the necessary changes to resolve this issue.
Mar 24, 12:46 CDT
Mar 23, 2025

No incidents reported.

Mar 22, 2025

No incidents reported.

Mar 21, 2025

No incidents reported.

Mar 20, 2025

No incidents reported.

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