Schwab Realized Cost Basis Reporting Issue
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 07, 2026 - 12:45 CDT
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
Eclipse Import Failures Affecting Some Orion Custom Indexing Clients
Update - We are currently investigating an issue affecting some Eclipse databases that is preventing data imports from completing successfully. At this time, the impacted firms are primarily Orion Custom Indexing users. As a result, trades generated through Orion Custom Indexing may be delayed until imports are successfully completed.

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

If you have questions or concerns, please contact SMECustomIndexing@orion.com.

Thank you for your patience.
Aug 06, 2026 - 09:33 CDT
Investigating - We are currently investigating an issue affecting some Eclipse databases that is preventing data imports from completing successfully. At this time, the impacted firms are primarily Orion Custom Indexing users.

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

If you have questions or concerns, please contact SMECustomIndexing@orion.com.

Thank you for your patience.
Aug 06, 2026 - 09:13 CDT

About This Site

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.

Platforms Degraded Performance
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
Eclipse Operational
FIX Trading Operational
ASTRO Operational
Financial Planning Operational
Advisor Portal Operational
Custom Import Operational
RMD Dashboard Operational
Queries Operational
Trends Operational
Communities Operational
Manage Users Operational
Orion Custom Indexing Degraded Performance
Server Instances Operational
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
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
Orion Case Management System Operational
Orion Phone System Operational
Orion Email Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance

Aug 10, 2026

No incidents reported today.

Aug 9, 2026

No incidents reported.

Aug 8, 2026

No incidents reported.

Aug 7, 2026

Investigating Intermittent Performance Issues
Resolved - This incident has been resolved.
Aug 7, 18:56 CDT
Monitoring - We have seen significant improvement in system performance following recovery actions across the affected database environments. Portfolio Audit, TOM order grids, household and account views, Orion Portfolio Solutions, Eclipse imports, and Connect dashboards are responding normally for most users.

The incident has been moved to Monitoring status as application performance has stabilized, services have recovered, and client-reported issues have significantly decreased. Our teams will continue to closely monitor database and infrastructure performance while investigating the underlying cause of the degradation and identifying opportunities to help prevent recurrence.

If you continue to experience slowness, errors, or unexpected behavior, please contact Support. We will provide additional updates if conditions change or new information becomes available.
Aug 7, 16:00 CDT
Investigating - We are currently investigating intermittent performance issues affecting multiple applications and environments, including Portfolio Audit, TOM order grids, household and account views, Orion Portfolio Solutions, Eclipse imports, and Connect dashboards.

Some users may experience slow page loads, blank screens, or intermittent errors when accessing certain features.

Our teams have confirmed the issue is widespread and are actively working with our database and infrastructure teams to identify the underlying cause. We are focused on restoring normal performance as quickly as possible and will provide additional updates as more information becomes available.
Aug 7, 14:15 CDT

Aug 6, 2026

Unresolved incident: Eclipse Import Failures Affecting Some Orion Custom Indexing Clients.

Aug 5, 2026

Missing Risk Data in Northfield Everything Everywhere Risk Model
Resolved - The issue affecting missing risk data in the Northfield Everything Everywhere risk model has been resolved.

For securities that were missing risk data in Northfield's most recent file, we reapplied the risk data from the previous monthly data load to restore functionality. We are working with Northfield to obtain updated risk data for these securities, which will be applied on a future date TBD.

If you have questions or concerns, please contact SME-ASTRO@orion.com or SMECustomIndexing@orion.com.

Thank you again for your patience.
Aug 5, 10:38 CDT
Investigating - We are currently investigating missing risk data in the Northfield Everything Everywhere risk model following last night's data load. Because the optimizer ignores securities with missing risk data, optimization results may be affected for impacted accounts.

Our teams are actively working to restore the missing risk data and resolve the issue as quickly as possible. We will provide additional updates as more information becomes available.

If you have questions or concerns, please contact SME-ASTRO@orion.com or SMECustomIndexing@orion.com.

Thank you for your patience.
Aug 5, 09:48 CDT

Aug 4, 2026

ASTRO/OCI Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Aug 4, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 4, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Tuesday, August 4, starting at 3:30 p.m. Central Time. 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.
Aug 4, 15:21 CDT

Aug 3, 2026

Portfolio Audit – Create Final Bill Error When Canceling Accounts
Resolved - This incident has been resolved.
Aug 3, 14:45 CDT
Investigating - We are currently investigating an issue affecting Portfolio Audit where users may receive an error when canceling an account with the Create Final Bill option selected.

Our team is actively working on a fix and will provide additional updates as more information becomes available.

We apologize for the inconvenience and appreciate your patience.
Aug 3, 13:07 CDT
Trends Platform Currently Unavailable
Resolved - This incident has been resolved.
Aug 3, 12:20 CDT
Investigating - We are currently investigating an issue affecting access to the Trends platform. Users may be unable to access the platform or view reporting data at this time.

Our technical teams are actively investigating the issue and have engaged our vendor to assist with resolution. We will provide additional updates as more information becomes available.

We apologize for the inconvenience and appreciate your patience.
Aug 3, 09:17 CDT

Aug 2, 2026

No incidents reported.

Aug 1, 2026

No incidents reported.

Jul 31, 2026

No incidents reported.

Jul 30, 2026

ASTRO/Orion Custom Indexing Account Values Incorrect After Sync
Resolved - This incident has been resolved.
Jul 30, 08:43 CDT
Investigating - We are currently investigating an issue causing incorrect account values to appear after this morning's ASTRO/Orion Custom Indexing sync. Additional sync attempts are not correcting the discrepancy.

Our teams are actively working to restore accurate account values and resolve the issue as quickly as possible. We will provide additional updates as more information becomes available.

If you have questions or concerns, please contact SME-ASTRO@orion.com or SMECustomIndexing@orion.com.

Thank you for your patience.
Jul 24, 10:47 CDT

Jul 29, 2026

Schwab File Delivery Delay 7/29/2026
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 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.
Jul 29, 06:48 CDT

Jul 28, 2026

Schwab File Delivery Delay 7/28/2026
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 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.
Jul 28, 05:42 CDT

Jul 27, 2026

No incidents reported.

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