Orion Advisor Technology, LLC Status

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

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 Degraded Performance

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 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

Past Incidents

Jul 26, 2026

No incidents reported today.

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

Jul 14, 2026

Unresolved incident: Delayed Availability of Schwab Custodial Statements.

Jul 13, 2026

No incidents reported.

Jul 12, 2026

No incidents reported.