Orion Advisor Technology, LLC Status

All Systems Operational

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 Operational

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 Operational

Financial Planning Operational

Advisor Portal Operational

Custom Import Operational

RMD Dashboard Operational

Queries Operational

Trends Operational

Communities Operational

Manage Users Operational

Orion Custom Indexing Operational

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

Jun 4, 2026

No incidents reported today.

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

***Please do not reply to this email***
May 27, 07:15 CDT

May 26, 2026

No incidents reported.

May 25, 2026

No incidents reported.

May 24, 2026

No incidents reported.

May 23, 2026

No incidents reported.

May 22, 2026

No incidents reported.

May 21, 2026

No incidents reported.