Schwab Custodial Statements
Investigating - We are currently investigating an issue affecting the availability of August 2026 custodial statements. During statement processing, some statements from prior periods may be incorrectly categorized as August 2026 statements.

To prevent potentially inaccurate statements from being published, August 2026 statements may be delayed in the Client Portal and related document repositories while we work to resolve the issue.

We apologize for the inconvenience and will provide updates as more information becomes available.
Sep 22, 2026 - 17:05 CDT

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Degraded Performance
Partial Outage
Major Outage
Maintenance

Sep 25, 2026

No incidents reported today.

Sep 24, 2026

ASTRO/OCI Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Sep 24, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Sep 24, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Thursday, September 24, 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 23, 14:43 CDT

Sep 23, 2026

No incidents reported.

Sep 22, 2026

Astro Data Processing Delays
Resolved - The delays in data processing within ASTRO have been resolved. We have re-run firm syncs for all ASTRO and Orion Custom Indexing users, and users may proceed with optimizing and trading accounts. If you have any questions, please contact SME-ASTRO@Orion.com or SMECustomIndexing@Orion.com. Thank you for your patience.
Sep 22, 11:38 CDT
Investigating - We are currently experiencing delays in the processing of data updates within Astro. As a result, portfolio and trading-related information may not reflect the most recent updates. Astro Optimizations through Eclipse and Astro may also be impacted by delayed data availability.

Our teams are actively working to restore normal processing and validate data accuracy. We will provide additional updates as progress is made.
Sep 22, 08:27 CDT
Report Builder: Some Reports Displaying Target Allocation Processing Errors
Resolved - This incident has been resolved.
Sep 22, 06:46 CDT
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, 11:55 CDT

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.

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