Eclipse Import Failures Affecting Some Orion Custom Indexing Clients
Update - We are currently investigating an issue affecting some Eclipse databases that is preventing data imports from completing successfully. At this time, the impacted firms are primarily Orion Custom Indexing users. As a result, trades generated through Orion Custom Indexing may be delayed until imports are successfully completed.

Our teams are actively working to identify the root cause and restore normal processing as quickly as possible. We will provide additional updates as more information becomes available.

If you have questions or concerns, please contact SMECustomIndexing@orion.com.

Thank you for your patience.
Aug 06, 2026 - 09:33 CDT
Investigating - We are currently investigating an issue affecting some Eclipse databases that is preventing data imports from completing successfully. At this time, the impacted firms are primarily Orion Custom Indexing users.

Our teams are actively working to identify the root cause and restore normal processing as quickly as possible. We will provide additional updates as more information becomes available.

If you have questions or concerns, please contact SMECustomIndexing@orion.com.

Thank you for your patience.
Aug 06, 2026 - 09:13 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

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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
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Aug 7, 2026

No incidents reported today.

Aug 6, 2026

Unresolved incident: Eclipse Import Failures Affecting Some Orion Custom Indexing Clients.

Aug 5, 2026

Missing Risk Data in Northfield Everything Everywhere Risk Model
Resolved - The issue affecting missing risk data in the Northfield Everything Everywhere risk model has been resolved.

For securities that were missing risk data in Northfield's most recent file, we reapplied the risk data from the previous monthly data load to restore functionality. We are working with Northfield to obtain updated risk data for these securities, which will be applied on a future date TBD.

If you have questions or concerns, please contact SME-ASTRO@orion.com or SMECustomIndexing@orion.com.

Thank you again for your patience.
Aug 5, 10:38 CDT
Investigating - We are currently investigating missing risk data in the Northfield Everything Everywhere risk model following last night's data load. Because the optimizer ignores securities with missing risk data, optimization results may be affected for impacted accounts.

Our teams are actively working to restore the missing risk data 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.
Aug 5, 09:48 CDT

Aug 4, 2026

ASTRO/OCI Scheduled Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Aug 4, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Aug 4, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Tuesday, August 4, 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.
Aug 4, 15:21 CDT

Aug 3, 2026

Portfolio Audit – Create Final Bill Error When Canceling Accounts
Resolved - This incident has been resolved.
Aug 3, 14:45 CDT
Investigating - We are currently investigating an issue affecting Portfolio Audit where users may receive an error when canceling an account with the Create Final Bill option selected.

Our team is actively working on a fix and will provide additional updates as more information becomes available.

We apologize for the inconvenience and appreciate your patience.
Aug 3, 13:07 CDT
Trends Platform Currently Unavailable
Resolved - This incident has been resolved.
Aug 3, 12:20 CDT
Investigating - We are currently investigating an issue affecting access to the Trends platform. Users may be unable to access the platform or view reporting data at this time.

Our technical teams are actively investigating the issue and have engaged our vendor to assist with resolution. We will provide additional updates as more information becomes available.

We apologize for the inconvenience and appreciate your patience.
Aug 3, 09:17 CDT

Aug 2, 2026

No incidents reported.

Aug 1, 2026

No incidents reported.

Jul 31, 2026

No incidents reported.

Jul 30, 2026

ASTRO/Orion Custom Indexing Account Values Incorrect After Sync
Resolved - This incident has been resolved.
Jul 30, 08:43 CDT
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, 10:47 CDT

Jul 29, 2026

Schwab File Delivery Delay 7/29/2026
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. We expect Data Reconciliation to be delayed up to approximately 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.
Jul 29, 06:48 CDT

Jul 28, 2026

Schwab File Delivery Delay 7/28/2026
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. We expect Data Reconciliation to be delayed up to approximately 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.
Jul 28, 05:42 CDT

Jul 27, 2026

No incidents reported.

Jul 26, 2026

No incidents reported.

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
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