All Systems Operational

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 Operational
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 Operational
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

Nov 6, 2026

No incidents reported today.

Nov 5, 2026

No incidents reported.

Nov 4, 2026

No incidents reported.

Nov 3, 2026

Schwab Unrealized Cost Basis File Delivery Delay 11/03/2026
Resolved - This incident has been resolved.
Nov 3, 11:02 CST
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.

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***
Nov 3, 07:48 CST
Schwab File Delivery Delay 11/3/2026
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. 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.
Nov 3, 07:06 CST

Nov 2, 2026

No incidents reported.

Nov 1, 2026

No incidents reported.

Oct 31, 2026

No incidents reported.

Oct 30, 2026

No incidents reported.

Oct 29, 2026

No incidents reported.

Oct 28, 2026

ASTRO/OCI Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Oct 28, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 28, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Wednesday, October 28, starting at 3:30 p.m. CT. 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.
Oct 28, 11:47 CDT

Oct 27, 2026

Eclipse Spend Cash and Raise Cash Tool Issue
Resolved - This incident has been resolved.
Oct 27, 09:51 CDT
Investigating - We are investigating an issue affecting the Spend Cash and Raise Cash tools in Eclipse. Users may receive a 500 error when accessing these tools by right-clicking from the Portfolio grid.

As a workaround, users can access Spend Cash and Raise Cash through the Trade Tools menu while our teams work to resolve the issue.

We will provide additional updates as more information becomes available.
Oct 27, 08:30 CDT

Oct 26, 2026

No incidents reported.

Oct 25, 2026

No incidents reported.

Oct 24, 2026

No incidents reported.

Oct 23, 2026

No incidents reported.

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