Orion Advisor Technology, LLC Status

Delayed Availability of Schwab Custodial Statements

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

Monitoring - A fix has been implemented and we are monitoring the results.
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

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Past Incidents

Jul 23, 2026

No incidents reported today.

Jul 22, 2026

Orion Connect Login Issue – 2FA Email Delivery Delays

Resolved - This incident has been resolved.
Jul 22, 08:28 CDT

Investigating - We are currently investigating an issue affecting some Orion Connect users who are not receiving two-factor authentication (2FA) emails needed to complete the login process. As a result, affected users may be unable to access their accounts.

Our teams are actively working to identify the cause and restore normal service as quickly as possible. We apologize for the inconvenience and will provide additional updates as more information becomes available.

Thank you for your patience while we work to resolve this issue.
Jul 21, 09:48 CDT

Jul 21, 2026

Jul 20, 2026

No incidents reported.

Jul 19, 2026

No incidents reported.

Jul 18, 2026

No incidents reported.

Jul 17, 2026

No incidents reported.

Jul 16, 2026

No incidents reported.

Jul 15, 2026

Portfolio View Column Preferences Not Persisting

Resolved - This incident has been resolved.
Jul 15, 08:18 CDT

Investigating - We are currently investigating an issue within Portfolio View where custom column selections on Portfolio Detail Cards may not persist after navigating between households or refreshing the page.

As a result, selected columns may revert to their default configuration, requiring users to reselect them. This issue does not affect data accuracy, account information, trading functionality, or report calculations.

Our teams are actively investigating the root cause and working to implement a resolution. We will provide additional updates as more information becomes available.

We apologize for any inconvenience and appreciate your patience as we work to resolve this issue.
Jul 14, 09:13 CDT

Pershing PAS File Delivery Delay 7/15/26

Resolved - Good Morning,

Pershing PAS 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. At this time, we expect Data Reconciliation to be delayed approximately 2 to 3 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.
Jul 15, 06:31 CDT

Jul 14, 2026

Unresolved incident: Delayed Availability of Schwab Custodial Statements.

Jul 13, 2026

No incidents reported.

Jul 12, 2026

No incidents reported.

Jul 11, 2026

No incidents reported.

Jul 10, 2026

Schwab File Delivery Delay 7/10/26

Resolved - Good 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 Schwab Data Reconciliation to be delayed up to 2-3 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.
Jul 10, 07:48 CDT

Monitoring - Good Morning,

We are experiencing a Schwab file delivery delay this morning. Data files are currently being retrieved and processed. At this time, we expect Schwab Data Reconciliation to be delayed up to 2-3 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.
Jul 10, 06:32 CDT

Jul 9, 2026

No incidents reported.