Orion Advisor Technology, LLC Status

Delayed Availability of Schwab Custodial Statements

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.

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Past Incidents

Jun 29, 2026

No incidents reported today.

Jun 28, 2026

No incidents reported.

Jun 27, 2026

No incidents reported.

Jun 26, 2026

Schwab Cost Basis File Delivery Delay 6/26/2026

Resolved - This incident has been resolved.
Jun 26, 10:08 CDT

Monitoring - Hello,

Schwab experienced a Cost Basis file delivery delay this morning. Our team is working to mitigate delays and complete Cost Basis file application timely and accurately. Cost Basis jobs are kicking off to process and ingest the files accordingly.

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***
Jun 26, 07:16 CDT

Fidelity Cost Basis File Delivery Delay 6/26/2026

Resolved - This incident has been resolved.
Jun 26, 10:07 CDT

Monitoring - Hello,

Fidelity experienced a Cost Basis file delivery delay this morning. Our team is working to mitigate delays and complete Cost Basis file application timely and accurately. Cost Basis jobs are kicking off to process and ingest the files accordingly.

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***
Jun 26, 07:16 CDT

Jun 25, 2026

Fidelity File Delivery Delay 6/25/26

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.
Jun 25, 06:24 CDT

Jun 24, 2026

Schwab Cost Basis File Delivery Delay 6/24/2026

Resolved - This incident has been resolved.
Jun 24, 09:50 CDT

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 accordingly.

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***
Jun 24, 07:07 CDT

Schwab File Delivery Delay 6/24/26

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 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.
Jun 24, 06:23 CDT

Jun 23, 2026

Delays in Availability of Newly Created Products

Resolved - This incident has been resolved.
Jun 23, 15:16 CDT

Monitoring - A fix has been implemented and we are monitoring the results.
Jun 23, 14:30 CDT

Investigating - We are experiencing delays in propagating newly created products across our systems. Products are being created successfully, but updates are taking longer than expected. As a result, access to or trading of newly added securities may be temporarily unavailable until updates are complete.

This issue affects only newly created products. Existing products and trading activity are not impacted.

Our teams are actively working to restore normal service. Some environments are already operating normally, and performance is improving as systems continue to catch up.

We will share additional updates as progress continues.
Jun 23, 13:56 CDT

Schwab File Delivery Delay 6/23/26

Jun 22, 2026

No incidents reported.

Jun 21, 2026

No incidents reported.

Jun 20, 2026

No incidents reported.

Jun 19, 2026

No incidents reported.

Jun 18, 2026

No incidents reported.

Jun 17, 2026

No incidents reported.

Jun 16, 2026

ASTRO/OCI Scheduled Monthly Maintenance

Completed - The scheduled maintenance has been completed.
Jun 16, 19:30 CDT

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jun 16, 15:30 CDT

Scheduled - Orion will be performing scheduled maintenance on ASTRO on Tuesday, June 16, 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.
Jun 15, 15:32 CDT

Jun 15, 2026

No incidents reported.