Orion Advisor Technology, LLC Status

Jul 8, 2026

No incidents reported today.

Jul 7, 2026

Advisory: ASTRO Max Capital Gain Values in Portfolio Audit Tax Schedule

Resolved - This incident has been resolved.
Jul 7, 12:16 CDT

Investigating - We are currently investigating an issue where ASTRO Max Capital Gain values may not be updating correctly from Portfolio Audit Tax Schedule to Eclipse.

Trading functionality remains available and is not impacted. However, the displayed max capital gain values may not reflect the most current information for some accounts. As a precaution, we recommend reviewing and validating capital gain information before placing trades until the issue is resolved.

Our teams are actively investigating the issue and working to identify any affected accounts. We will provide additional updates as more information becomes available.

We apologize for the inconvenience and appreciate your patience as we work to resolve this issue.
Jul 6, 14:44 CDT

Jul 6, 2026

Eclipse Trade Execution Issue

Resolved - This incident has been resolved.
Jul 6, 15:21 CDT

Monitoring - Orion has restarted the service and orders are now being processed once again. We are continuing to monitor the situation.
Jul 6, 13:09 CDT

Investigating - We are currently investigating an issue affecting trade execution in Eclipse. As a result, users may be unable to process orders to blocks and/or trade files within Eclipse.

Our teams are actively working to identify the cause and restore normal functionality as quickly as possible.

We will provide additional updates as more information becomes available. We apologize for the disruption and appreciate your patience.
Jul 6, 12:50 CDT

Jul 5, 2026

No incidents reported.

Jul 4, 2026

No incidents reported.

Jul 3, 2026

No incidents reported.

Jul 2, 2026

No incidents reported.

Jul 1, 2026

Additional ASTRO/OCI Scheduled Maintenance

Completed - The scheduled maintenance has been completed.
Jul 1, 20:00 CDT

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jul 1, 16:00 CDT

Scheduled - Orion will be performing maintenance on ASTRO on Wednesday, July 1, starting at 3:30 p.m. Central Time. Maintenance is expected to take approximately four hours. During this window, users of ASTRO and Orion Custom Indexing may experience service disruptions. 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.
Jul 1, 14:32 CDT

Schwab File Delivery Delay 7/1/26

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 up to 1 hour 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 1, 07:34 CDT

Jun 30, 2026

Potential File Delivery Delays 6/30/26

Resolved - This incident has been resolved.
Jun 30, 15:14 CDT

Update - Good Morning,

We are still experiencing some file delivery delays due to an upstream 3rd party issue impacting data file generation for a number of Custodians and Financial Institutions this morning. The Orion Data Team is working to ensure expected file receipt across all institutions and mitigate delays.

Please be diligent in checking the receipt of expected files and status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,
Orion Data Team

Please do not reply to this email.
Jun 30, 09:29 CDT

Update - Good Morning,

We are still experiencing some file delivery delays due to an upstream 3rd party issue impacting data file generation for a number of Custodians and Financial Institutions this morning. The Orion Data Team is working to ensure expected file receipt across all institutions and mitigate delays.

Please be diligent in checking the receipt of expected files and status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,
Orion Data Team

Please do not reply to this email.
Jun 30, 08:29 CDT

Monitoring - Good Morning,

We are currently experiencing file delivery delays due to an upstream 3rd party issue impacting data file generation for a number of Custodians and Financial Institutions this morning. The Orion Data Team is working to ensure expected file receipt across all institutions and mitigate delays.

Please be diligent in checking the receipt of expected files and status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,
Orion Data Team

Please do not reply to this email.
Jun 30, 07:12 CDT

Schwab Cost Basis File Delivery Delay 6/30/2026

Resolved - This incident has been resolved.
Jun 30, 10:56 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

***Please do not reply to this email***
Jun 30, 07:44 CDT

Schwab File Delivery Delay 6/30/26

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 3-4 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 30, 07:01 CDT

Fidelity File Delivery Delay 6/30/26

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 30, 05:49 CDT

Jun 29, 2026

No incidents reported.

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

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