Orion Advisor Technology, LLC Status

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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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.

Uptime over the past 90 days. View historical uptime.

Platforms Degraded Performance

90 days ago

99.99 % uptime

Today

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

90 days ago

100.0 % uptime

Today

Eclipse Operational

90 days ago

100.0 % uptime

Today

FIX Trading Operational

90 days ago

100.0 % uptime

Today

ASTRO Degraded Performance

90 days ago

100.0 % uptime

Today

Financial Planning Operational

90 days ago

100.0 % uptime

Today

Advisor Portal Operational

90 days ago

100.0 % uptime

Today

Custom Import Operational

90 days ago

100.0 % uptime

Today

RMD Dashboard Operational

90 days ago

100.0 % uptime

Today

Queries Operational

90 days ago

100.0 % uptime

Today

Trends Operational

90 days ago

99.97 % uptime

Today

Server Instances Operational

90 days ago

100.0 % uptime

Today

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

90 days ago

100.0 % uptime

Today

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

Today

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

100.0 % uptime

Today

Orion Internal Systems Operational

Orion Case Management System Operational

Orion Phone System Operational

Orion Email Operational

Operational

Degraded Performance

Partial Outage

Major Outage

Maintenance

Past Incidents

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.

Mar 19, 2025

ASTRO Issue Identified with Invesco QQQ Trust, Series 1 ETF (NASDAQ: QQQ)

Resolved - This incident has been resolved.
Mar 19, 08:47 CDT

Identified - The ASTRO team has identified an issue affecting ASTRO users who include the Invesco QQQ Trust, Series 1 ETF (NASDAQ: QQQ) in their buy lists, either as a constituent in and of itself or through the ETF lookthrough functionality. Following our scheduled data load on February 17, bad data caused this position to be removed from ASTRO strategies that included it in the buy list. While we review and resolve this issue, please follow the short-term solution below:

If QQQ was in your Buy List with other securities:
1. Go to ASTRO Advanced > Buy List > Edit Existing and pull up your buy list that should contain QQQ.
2. Add QQQ back to the buy list
3. Click Save

If QQQ was in your Buy List with no other securities:
1. Go to ASTRO Advanced > Buy List > Create New and recreate your buy list with QQQ.
2. Go to ASTRO Advanced > Investment Strategy Template > Edit Existing
3. Select the appropriate buy list from the Buy List dropdown
4. Click Save Template

Please contact SME-ASTRO@Orion.com with any questions. Thank you for your patience, and we apologize for the inconvenience.
Mar 18, 11:52 CDT

Mar 18, 2025

Trends Experiencing Outages

Resolved - This incident has been resolved.
Mar 18, 15:35 CDT

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Past Incidents