Schwab Realized Cost Basis Reporting Issue
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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Aug 22, 2026

No incidents reported today.

Aug 21, 2026

No incidents reported.

Aug 20, 2026

Unresolved incident: Schwab Realized Cost Basis Reporting Issue.

Aug 19, 2026

No incidents reported.

Aug 18, 2026

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.
Aug 18, 13:09 CDT
Monitoring - LPL has confirmed equity blocks are being executed. However, ongoing FIX connection issues may prevent Allocations from being transmitted as expected.

If you need assistance with Allocations, please contact LPL directly.

We are monitoring the situation and will provide additional updates as more information becomes available. Thank you for your patience.
Aug 18, 11:10 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.
Aug 18, 10:06 CDT
Pershing PAS File Processing Delay 8-18-26
Resolved - Good Morning,

The technical processing issues experienced for Pershing PAS this morning have been rectified. 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 continue to be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team
Please do not reply to this email.
Aug 18, 08:33 CDT
Update - Good Morning,

We are still experiencing data reconciliation delays for Pershing PAS this morning due to a technical processing issue. The issue has been identified and a resolution is currently being worked on.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team
Please do not reply to this email.
Aug 18, 08:08 CDT
Monitoring - Good Morning,

We are currently experiencing data reconciliation delays for Pershing PAS this morning due to a technical processing issue.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,
Orion Data Team
Please do not reply to this email.
Aug 18, 06:55 CDT

Aug 17, 2026

Eclipse – Unable to Create New Portfolios
Resolved - This incident has been resolved.
Aug 17, 10:37 CDT
Investigating - We are investigating an issue affecting the manual creation of new portfolios in Eclipse. Users may receive an error when attempting to create a new portfolio through the application or related API workflows.

Existing portfolios remain accessible, account synchronization continues to function normally, and trading activity is not impacted. The issue is limited to creating new portfolios and certain workflows that rely on manually creating and assigning portfolios.

Our teams are actively working to resolve the issue. We apologize for the inconvenience and appreciate your patience while we work toward a resolution.
Aug 17, 09:24 CDT
Portfolio Audit and Householding Registration Transfer Issue
Resolved - This incident has been resolved.
Aug 17, 08:02 CDT
Investigating - We are currently investigating an issue affecting the Portfolio Audit and Householding application that may prevent some users from successfully moving registrations between households. Users may receive an error message when attempting to complete this action.

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

Thank you for your patience.
Aug 17, 07:39 CDT

Aug 16, 2026

No incidents reported.

Aug 15, 2026

No incidents reported.

Aug 14, 2026

Inbound Email Delivery to Orion
Resolved - The issue impacting email delivery to Orion email addresses has been resolved. Service have been restored, and validation confirms normal email processing has resumed.

Senders who received an undeliverable notification during this timeframe may need to resend their message.

Thank you for your patience.
Aug 14, 11:56 CDT
Monitoring - Our teams have identified the source of the email delivery issue as a third-party email routing provider and implemented a mitigation to reduce the impact. We are now seeing successful email delivery from external senders and continue to monitor recovery.

Some emails sent during the impact window may still be delayed as email systems process queued messages. Clients who received an undeliverable or bounce-back notification should resend those emails, as they are not expected to be automatically delivered.

We will continue to monitor the issue and provide additional updates as we validate full service restoration.

We apologize for any inconvenience and appreciate your patience as we work to ensure email delivery has fully recovered.
Aug 14, 10:48 CDT
Investigating - We are currently investigating a third-party vendor email-delivery issue that may be preventing some emails sent to Orion email addresses from being received. Our teams are actively working to identify the cause and restore normal email delivery as quickly as possible.

Clients attempting to contact Orion who receive an undeliverable response may be impacted. We are continuing to investigate and will provide additional updates as more information becomes available.

If you need to contact Orion, please use Contact Us in Orion Connect or submit a case through the Orion Support App.

We apologize for any inconvenience and appreciate your patience while we work to resolve the issue.
Aug 14, 09:41 CDT

Aug 13, 2026

No incidents reported.

Aug 12, 2026

Aug 11, 2026

No incidents reported.

Aug 10, 2026

Eclipse Import Failures Affecting Some Orion Custom Indexing Clients
Resolved - This incident has been resolved.
Aug 10, 11:00 CDT
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 6, 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 6, 09:13 CDT

Aug 9, 2026

No incidents reported.

Aug 8, 2026

No incidents reported.

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