Orion Advisor Technology, LLC Status

Delayed Availability of Schwab Custodial Statements

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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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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Operational

Degraded Performance

Partial Outage

Major Outage

Maintenance

Past Incidents

Jun 26, 2026

No incidents reported today.

Jun 25, 2026

Fidelity File Delivery Delay 6/25/26

Resolved - Good Morning,

Fidelity 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 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.
Jun 25, 06:24 CDT

Jun 24, 2026

Schwab Cost Basis File Delivery Delay 6/24/2026

Resolved - This incident has been resolved.
Jun 24, 09:50 CDT

Monitoring - Hello,

Schwab is experiencing a Cost Basis file delivery delay this morning. Our team is working to mitigate delays and complete Cost Basis file application timely and accurately. Files are coming in and the appropriate cost basis jobs are kicking off to ingest the files accordingly.

Please be diligent in checking the Tax Center App 'Interfaces' Tab to verify the status of your Cost Basis files this morning. Should you experience Tax Lot Errors in Eclipse, please resync the errored accounts from the Error Logs page within Eclipse. Also, please feel free to reach out to the SME Cost Basis Team if you have further questions regarding the status of your Cost Basis files.

Thank you,
Orion Cost Basis Team

***Please do not reply to this email***
Jun 24, 07:07 CDT

Schwab File Delivery Delay 6/24/26

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. At this time, we expect Data Reconciliation to be delayed 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.
Jun 24, 06:23 CDT

Jun 23, 2026

Delays in Availability of Newly Created Products

Resolved - This incident has been resolved.
Jun 23, 15:16 CDT

Monitoring - A fix has been implemented and we are monitoring the results.
Jun 23, 14:30 CDT

Investigating - We are experiencing delays in propagating newly created products across our systems. Products are being created successfully, but updates are taking longer than expected. As a result, access to or trading of newly added securities may be temporarily unavailable until updates are complete.

This issue affects only newly created products. Existing products and trading activity are not impacted.

Our teams are actively working to restore normal service. Some environments are already operating normally, and performance is improving as systems continue to catch up.

We will share additional updates as progress continues.
Jun 23, 13:56 CDT

Schwab File Delivery Delay 6/23/26

Jun 22, 2026

No incidents reported.

Jun 21, 2026

No incidents reported.

Jun 20, 2026

No incidents reported.

Jun 19, 2026

No incidents reported.

Jun 18, 2026

No incidents reported.

Jun 17, 2026

No incidents reported.

Jun 16, 2026

ASTRO/OCI Scheduled Monthly Maintenance

Completed - The scheduled maintenance has been completed.
Jun 16, 19:30 CDT

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jun 16, 15:30 CDT

Scheduled - Orion will be performing scheduled maintenance on ASTRO on Tuesday, June 16, 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.
Jun 15, 15:32 CDT

Jun 15, 2026

No incidents reported.

Jun 14, 2026

No incidents reported.

Jun 13, 2026

No incidents reported.

Jun 12, 2026

Monitoring ASTRO Sync Delays for Some Users

Resolved - This incident has been resolved.
Jun 12, 12:04 CDT

Investigating - We are investigating an issue affecting a small number of ASTRO firms where sync processes are delayed or not completing successfully.

Impacted users may experience delays in data updates and sync completion. In some cases, optimization processes may run more slowly than expected or be temporarily unavailable.

Our team is actively investigating the issue and working to restore normal functionality as quickly as possible. We will provide updates as more information becomes available.
Jun 12, 11:22 CDT

Intermittent SMS Delivery Issues Affecting Login Verification Codes

Resolved - This incident has been resolved.
Jun 12, 11:50 CDT

Investigating - We are currently monitoring an industry-wide issue affecting SMS delivery through a third-party provider, which may prevent some users from receiving login verification codes. The provider has acknowledged intermittent disruptions impacting certain U.S. carriers.

At this time, this is not specific to Orion and may affect services across multiple platforms. We are actively tracking the situation and working with our provider to receive updates.

As a workaround, users can use alternate authentication methods, such as email or an authenticator app, where available.

We will continue to provide updates as more information becomes available.

Thank you for your patience and understanding.
Jun 10, 09:37 CDT