Orion Advisor Technology, LLC Status

Intermittent SMS Delivery Issues Affecting Login Verification Codes

Investigating - We are currently monitoring an industry-wide issue affecting SMS delivery through a third-party provider, which may prevent some users from receiving login verification codes. The provider has acknowledged intermittent disruptions impacting certain U.S. carriers.

At this time, this is not specific to Orion and may affect services across multiple platforms. We are actively tracking the situation and working with our provider to receive updates.

As a workaround, users can use alternate authentication methods, such as email or an authenticator app, where available.

We will continue to provide updates as more information becomes available.

Thank you for your patience and understanding.
Jun 10, 2026 - 09:37 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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Degraded Performance

Partial Outage

Major Outage

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Past Incidents

Jun 10, 2026

Unresolved incident: Intermittent SMS Delivery Issues Affecting Login Verification Codes.

Jun 9, 2026

Schwab Fix Connection Issue

Resolved - Schwab has confirmed that previously rejected orders may now be resubmitted.

Please note that any rejected block or mutual fund order must be sent back to the TOM/Eclipse orders grid and reprocessed before being resent. This will help ensure the order is accepted and prevent additional rejections at Schwab.
Jun 9, 12:35 CDT

Monitoring - Orion has been notified by Fix Flyer the Schwab FIX session is now working as expected. Orion is waiting for confirmation from Schwab that orders rejected as FLYER-SCHWFLY FIX SESSION IS DOWN can be resent. If you have any questions, please reach out to Schwab directly.
Jun 9, 12:14 CDT

Investigating - We have been alerted by Schwab that their FIX connection is currently experiencing intermittent issues. While this is being addressed, we recommend reaching out to Schwab for further guidance. We will provide an update as soon as Schwab resolves the issue. In the meantime, users can enable their Schwab Trade File in TOM/Eclipse as a temporary workaround.

Thank you for your understanding and patience.
Jun 9, 11:54 CDT

Jun 8, 2026

No incidents reported.

Jun 7, 2026

No incidents reported.

Jun 6, 2026

No incidents reported.

Jun 5, 2026

No incidents reported.

Jun 4, 2026

No incidents reported.

Jun 3, 2026

Gateway Timeouts in ASTRO

Resolved - This incident has been resolved.
Jun 3, 14:38 CDT

Monitoring - Optimization functionality has been restored, and normal trading has resumed. We recommend retrying optimization requests at this time. If issues persist, please contact SME-ASTRO@orion.com. Thank you for your patience.
Jun 3, 14:03 CDT

Investigating - We are investigating an issue where ASTRO users are experiencing 504 Gateway Timeouts or other errors when attempting to run optimizations or use other functionality in ASTRO Advanced. We have identified the cause and are working on implementing a solution. We will share additional updates as the resolution progresses. Please contact SME-ASTRO@orion.com with any questions, and thank you for your patience.
Jun 3, 12:16 CDT

Schwab File Delivery Delay 6/3/26

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 3, 06:45 CDT

Jun 2, 2026

No incidents reported.

Jun 1, 2026

No incidents reported.

May 31, 2026

No incidents reported.

May 30, 2026

No incidents reported.

May 29, 2026

No incidents reported.

May 28, 2026

Model Trading Impact – Orion Investment Portal / Eclipse

Resolved - This incident has been resolved.
May 28, 13:14 CDT

Investigating - We are investigating an issue affecting certain models in Orion Investment Portal and Eclipse that may prevent trading activity. The issue is tied to a recent update involving the GGOV security (previously listed as GGOV OLD), which is temporarily blocking impacted models.

Our teams are actively identifying and updating affected models to restore normal functionality. We understand the importance of uninterrupted trading and are prioritizing a resolution.

We will share additional updates as more information becomes available.
May 28, 12:03 CDT

May 27, 2026

Schwab Cost Basis File Delivery Delay 5/27/20206

Resolved - This incident has been resolved.
May 27, 10:09 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.

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

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May 27, 07:15 CDT