Schwab Realized Cost Basis Reporting Issue
Update - Orion has confirmed that corrected wash sale data is being received and processed correctly. We are continuing to review previously affected realized gain/loss and cost basis records to confirm all expected updates have been applied.

Our review remains ongoing, and we will provide additional updates as more information becomes available.
Sep 04, 2026 - 13:56 CDT
Update - Schwab has provided Orion with updated files related to previously affected realized gain/loss and cost basis data for certain wash sale transactions. We are reviewing and auditing the data to confirm all impacted accounts have been properly updated and received the expected corrections.

All new wash sale activity received by Orion continues to process correctly. We will continue to monitor the situation, validate the updates received, and provide additional information as our review progresses.
Aug 31, 2026 - 08:47 CDT
Update - Orion continues to work with Schwab to correct previously affected realized gain/loss and cost basis data for certain wash sale transactions. Schwab has identified additional accounts requiring correction and expects to complete the remaining updates by Saturday, Aug. 29.

Once the corrected data is received, Orion will verify the updates and provide additional information following our review.
All new wash sale activity received by Orion continues to process correctly. We will continue to monitor the situation and provide updates as more information becomes available.

Thank you for your patience.
Aug 26, 2026 - 15:12 CDT
Monitoring - Schwab has implemented a fix for the issue affecting realized cost basis data for certain wash sale transactions. All new wash sale activity received by Orion is now processing correctly.

Orion is continuing to work with Schwab to review and correct previously affected realized gain/loss and cost basis data. We will continue to monitor progress and provide updates as more information becomes available.

Thank you for your patience.
Aug 20, 2026 - 09:06 CDT
Identified - Schwab has provided an update on the issue impacting realized cost basis data for certain wash sale transactions.

A correction has been implemented for the data being sent to Orion. Beginning with file deliveries on Thursday, August 13, new wash sale activity should be reflected correctly going forward.

Schwab is also working to correct values that were previously impacted before the fix was implemented, with a potential correction targeted for Saturday, August 15.

We will continue to monitor the issue and provide additional updates as more information becomes available. Thank you for your patience.
Aug 12, 2026 - 14:54 CDT
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 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, 2026 - 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, 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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Sep 6, 2026

No incidents reported today.

Sep 5, 2026

No incidents reported.

Sep 4, 2026

Salesforce Outbound Email Deliverability Issue
Resolved - This incident has been resolved.
Sep 4, 14:01 CDT
Monitoring - We are aware of an issue affecting outbound email delivery from Salesforce. While Salesforce is generating and sending emails successfully, a third-party email provider is currently rate-limiting email delivery, which may result in delayed or undelivered messages for some recipients.
 
Orion is actively monitoring the situation while Salesforce works with the third-party provider to restore normal email delivery. We will provide additional updates as more information becomes available. We apologize for the inconvenience and appreciate your patience.
Sep 4, 07:44 CDT
LPL FIX Connection Issue
Resolved - LPL has confirmed they are now receiving all FIX connection messages.

If you see any open Equity Blocks, please contact LPL for review before taking any action in TOM or Eclipse.

Thank you for your patience as this issue was resolved.
Sep 4, 08:40 CDT
Investigating - We have been notified by LPL that its FIX connection is experiencing intermittent issues.

If you are impacted, please contact LPL directly for guidance while they work to resolve the issue.

We are monitoring the situation and will provide an update as soon as more information is available. Thank you for your patience.
Sep 3, 14:46 CDT

Sep 3, 2026

Sep 2, 2026

Fidelity File Delivery Delay 9/2/26
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.
Sep 2, 06:01 CDT

Sep 1, 2026

Issue Affecting Tiered New Money Bill Generation
Resolved - This incident has been resolved.
Sep 1, 13:27 CDT
Investigating - We are investigating an issue affecting the Bill Generator application that may cause certain tiered new money bills to calculate incorrect receivable amounts during bill creation. As a result, an unexpected credit offset may be generated as part of the billing calculation.

Our teams are actively working to identify the cause and implement a resolution. We apologize for the inconvenience and appreciate your patience. We will provide additional updates as they become available.
Sep 1, 11:55 CDT

Aug 31, 2026

Aug 30, 2026

No incidents reported.

Aug 29, 2026

No incidents reported.

Aug 28, 2026

No incidents reported.

Aug 27, 2026

No incidents reported.

Aug 26, 2026

Fidelity File Delivery Delay 8/26/26
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 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.
Aug 26, 05:46 CDT

Aug 25, 2026

No incidents reported.

Aug 24, 2026

ASTRO/Orion Custom Indexing Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Aug 24, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 24, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Monday, August 24, 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 24, 08:44 CDT

Aug 23, 2026

No incidents reported.

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