Report Builder: Some Reports Displaying Target Allocation Processing Errors
Investigating - We are investigating an issue affecting report generation in Report Builder. Some reports may fail to generate and display an error indicating that target allocation data could not be loaded during processing.

Our teams are actively working to identify the cause and restore normal functionality as quickly as possible. We apologize for the inconvenience and will provide additional updates as more information becomes available.
Sep 21, 2026 - 11:55 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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Reporting Degraded Performance
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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
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Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance

Sep 22, 2026

No incidents reported today.

Sep 21, 2026

ASTRO/OCI Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Sep 21, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Sep 21, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Monday, September 21, starting at 3:30 p.m. CT. 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.
Sep 18, 15:12 CDT

Sep 20, 2026

No incidents reported.

Sep 19, 2026

No incidents reported.

Sep 18, 2026

No incidents reported.

Sep 17, 2026

Delayed Availability of Schwab Custodial Statements
Resolved - We have completed our review and correction of the affected Schwab custodial statements.

The May 2026 statements provided by Schwab have been updated with the correct statement date and are now available in the Client Portal. During this review, we also identified and corrected a subset of July 2026 statements that were associated with an August statement date. Those statements have been updated with the correct July 2026 statement date and are now available in the Client Portal.

All identified affected statements are now visible in the Client Portal. Thank you for your patience as we completed the correction and validation process.
Sep 17, 07:19 CDT
Update - We continue working with Schwab to recover and process custodial statements affected by the previously identified retrieval issue.

The May statements have now been received, but they currently show an August statement date in error. Before making them available in the Client Portal, we are correcting the statement date and validating the updates.

During this review, we also identified July statements showing the same August date. These statements are being corrected and validated as part of the same effort.

Our current focus is on completing these updates and validation so the affected statements can be posted to the Client Portal. Once that work is complete, the statements will be made available to clients.

We will continue to provide updates as progress is made. Thank you for your patience.
Sep 10, 08:03 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, 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, 12:55 CDT
Monitoring - A fix has been implemented and we are monitoring the results.
Jun 24, 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, 09:12 CDT
Schwab File Delivery Delay 9/17/2026
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. We expect Data Reconciliation to be delayed up to approximately 1-2 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.
Sep 17, 06:37 CDT

Sep 16, 2026

Salesforce Service Disruption Impacting Recon Task Processing
Resolved - This incident has been resolved.
Sep 16, 12:48 CDT
Monitoring - We are aware of a Salesforce platform outage that is affecting access to Salesforce. As a result, some users may be unable to log in, and Salesforce-related services may experience delays or errors. Salesforce has identified the issue and is actively working toward a resolution. At this time, an estimated time for restoration has not been provided.

Due to this outage, Recon teams may experience delays in task signoffs and completion notifications. If you are awaiting confirmation that Recon processing is complete, please refer to the Recon Status App for the most current status.

The outage is also impacting the Orion Support App, including case communications and access to knowledge and support articles. Users may experience delays or be unable to access these features until Salesforce service is restored.

We are continuing to assess additional impacts and will provide updates as more information becomes available.
Sep 16, 07:41 CDT
Investigating - We are aware of a Salesforce platform outage that is affecting access to Salesforce. As a result, some users may be unable to log in, and Salesforce-related services may experience delays or errors. Salesforce has identified the issue and is actively working toward a resolution. At this time, an estimated time for restoration has not been provided.

Due to this outage, Recon teams may experience delays in task signoffs and completion notifications. If you are awaiting confirmation that Recon processing is complete, please refer to the Recon Status App for the most current status.

The outage is also impacting the Orion Support App, including case communications and access to knowledge and support articles. Users may experience delays or be unable to access these features until Salesforce service is restored.

We are continuing to assess additional impacts and will provide updates as more information becomes available.
Sep 16, 06:36 CDT
Schwab File Delivery Delay 9/16/2026
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. We expect Data Reconciliation to be delayed up to approximately 1-2 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.
Sep 16, 06:19 CDT

Sep 15, 2026

No incidents reported.

Sep 14, 2026

Service Advisory: Non-Fixed Income Cost Basis Data Discrepancy
Resolved - This incident has been resolved.
Sep 14, 08:55 CDT
Investigating - We have identified an issue that may cause incorrect realized cost basis and realized gain/loss values for certain non-fixed income products. This issue may affect capital gain budgeting calculations for impacted firms.

A correction is scheduled for this weekend's processing cycle. Until the correction is applied, clients should validate affected values against custodian data as needed.

We will provide additional updates as more information becomes available.
Sep 10, 13:49 CDT

Sep 13, 2026

No incidents reported.

Sep 12, 2026

No incidents reported.

Sep 11, 2026

No incidents reported.

Sep 10, 2026

Schwab Realized Cost Basis Reporting Issue
Resolved - This incident has been resolved.
Sep 10, 08:05 CDT
Update - Orion has confirmed that corrected wash sale data is being received and processed correctly. We are continuing to review previously affected realized gain/loss and cost basis records to confirm all expected updates have been applied.

Our review remains ongoing, and we will provide additional updates as more information becomes available.
Sep 4, 13:56 CDT
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, 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, 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, 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, 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 7, 12:45 CDT

Sep 9, 2026

LPL Fix Connection Issue
Resolved - As of this morning, 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.
Sep 9, 09:28 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.
Sep 8, 15:04 CDT

Sep 8, 2026

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