ASTRO/Orion Custom Indexing Account Values Incorrect After Sync
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, 2026 - 10:47 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

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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.

Platforms Degraded Performance
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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
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ASTRO Degraded Performance
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

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.

Jul 26, 2026

No incidents reported.

Jul 25, 2026

No incidents reported.

Jul 24, 2026

Schwab Equity Block Issue
Resolved - Schwab has confirmed this Equity Block issue has been resolved.
Jul 24, 14:44 CDT
Investigating - Schwab has identified an issue that may prevent equity blocks from being executed correctly through the FIX connection. As a result, impacted equity blocks may be rejected.

At this time, please contact Schwab for additional instructions and do not resend any impacted equity blocks.

We will provide an update as soon as Schwab has resolved the issue. Thank you for your patience.
Jul 24, 11:05 CDT

Jul 23, 2026

ASTRO and Custom Indexing Sync Issues
Resolved - This incident has been resolved.
Jul 23, 11:33 CDT
Investigating - We are investigating delays and errors related to the morning syncs for ASTRO and Orion Custom Indexing. Currently, it appears that Tracking Error calculations are missing. We are actively working to update this data and restore functionality. Additional updates will be provided.
Jul 23, 10:20 CDT

Jul 22, 2026

Orion Connect Login Issue – 2FA Email Delivery Delays
Resolved - This incident has been resolved.
Jul 22, 08:28 CDT
Investigating - We are currently investigating an issue affecting some Orion Connect users who are not receiving two-factor authentication (2FA) emails needed to complete the login process. As a result, affected users may be unable to access their accounts.

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

Thank you for your patience while we work to resolve this issue.
Jul 21, 09:48 CDT

Jul 21, 2026

Jul 20, 2026

No incidents reported.

Jul 19, 2026

No incidents reported.

Jul 18, 2026

No incidents reported.

Jul 17, 2026

No incidents reported.

Jul 16, 2026

No incidents reported.

Jul 15, 2026

Portfolio View Column Preferences Not Persisting
Resolved - This incident has been resolved.
Jul 15, 08:18 CDT
Investigating - We are currently investigating an issue within Portfolio View where custom column selections on Portfolio Detail Cards may not persist after navigating between households or refreshing the page.

As a result, selected columns may revert to their default configuration, requiring users to reselect them. This issue does not affect data accuracy, account information, trading functionality, or report calculations.

Our teams are actively investigating the root cause and working to implement a resolution. We will provide additional updates as more information becomes available.

We apologize for any inconvenience and appreciate your patience as we work to resolve this issue.
Jul 14, 09:13 CDT
Pershing PAS File Delivery Delay 7/15/26
Resolved - Good Morning,

Pershing PAS 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 to 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.
Jul 15, 06:31 CDT
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