All Systems Operational

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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.

Uptime over the past 90 days. View historical uptime.
Platforms
Operational
90 days ago
100.0 % uptime
Today
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
90 days ago
100.0 % uptime
Today
Eclipse Operational
90 days ago
100.0 % uptime
Today
FIX Trading Operational
90 days ago
100.0 % uptime
Today
ASTRO Operational
90 days ago
100.0 % uptime
Today
Financial Planning Operational
90 days ago
100.0 % uptime
Today
Server Instances
Operational
90 days ago
100.0 % uptime
Today
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
90 days ago
100.0 % uptime
Today
Instance 7010 Operational
90 days ago
100.0 % uptime
Today
Instance 7018 Operational
90 days ago
100.0 % uptime
Today
Instance 7023 Operational
90 days ago
100.0 % uptime
Today
Instance 7025 Operational
90 days ago
100.0 % uptime
Today
Instance 7026 Operational
90 days ago
100.0 % uptime
Today
Instance 7015 Operational
90 days ago
100.0 % uptime
Today
Instance 7016 Operational
90 days ago
100.0 % uptime
Today
Orion Internal Systems
Operational
Orion Case Management System Operational
Orion Phone System Operational
Orion Email Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
Major outage
Partial outage
No downtime recorded on this day.
No data exists for this day.
had a major outage.
had a partial outage.

No incidents or maintenance related to this downtime.

Past Incidents
Sep 28, 2023

No incidents reported today.

Sep 27, 2023
Review AU transactions for error
Resolved - This incident has been resolved.
Sep 27, 07:39 CDT
Monitoring - For a short time this morning, the download-symbol information for ticker and CUSIP from AU (AngloGold Ashanti ADR) was associated with AULGF. These products have been updated and corrected, but during the issue, some assets/ transactions were attributed to the wrong security. We advise that you review any trading/reporting/billing that involves the AU or AULGF in a timely manner. We apologize for the inconvenience.
Sep 26, 11:18 CDT
Fidelity File Delivery Delay 9/27/2023
Resolved - Good morning,

Fidelity experienced a file delivery delay this morning. At this time, data files have now 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.
Sep 27, 05:59 CDT
Sep 26, 2023
Fidelity File Delivery Delay 9/26/2023
Resolved - Good morning,

Fidelity experienced a file delivery delay this morning. At this time, data files have now 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 2-3 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.
Sep 26, 05:45 CDT
Sep 25, 2023

No incidents reported.

Sep 24, 2023

No incidents reported.

Sep 23, 2023

No incidents reported.

Sep 22, 2023
Fidelity File Delivery Delay
Resolved - Good morning,

Fidelity experienced a file delivery delay this morning. At this time, data files have now 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 2-3 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.
Sep 22, 06:00 CDT
Sep 21, 2023

No incidents reported.

Sep 20, 2023

No incidents reported.

Sep 19, 2023

No incidents reported.

Sep 18, 2023

No incidents reported.

Sep 17, 2023

No incidents reported.

Sep 16, 2023

No incidents reported.

Sep 15, 2023
Legacy Report Builder Issue
Resolved - This incident has been resolved.
Sep 15, 08:26 CDT
Investigating - We are experiencing an issue with running reports on the legacy report builder. The team is assembled, and we will provide an update as soon as possible. Please use the new report builder which is functioning as usual. Thanks for your patience.
Sep 15, 07:45 CDT
Sep 14, 2023
ASTRO - Monthly Maintenance
Completed - The scheduled maintenance has been completed.
Sep 14, 19:31 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Sep 14, 15:31 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO beginning on Thursday, September 14, starting at 3:30 PM Central Time. The maintenance is expected to take approximately 4 hours. During this window, ASTRO users may experience a disruption of service. Please contact SME-ASTRO@Orion.com with any questions. Thank you for your patience.
Sep 11, 13:19 CDT
Schwab Data Reconciliation Delays
Resolved - This incident has been resolved.
Sep 14, 15:32 CDT
Update - Good morning,

Due to challenges presented by the timing of posting residual transaction activity from TDAI and the reflection of this activity in Schwab positions, our team is experiencing isolated Schwab data reconciliation delays this morning. Our team is diligently working through remaining outstanding data reconciliation.

Our team has remained actively engaged with Schwab to resolve any remaining reconciliation challenges being presented by the conversion from TDAI to Schwab. Please be diligent in validating the status of data reconciliation in the Reconciliation Status app in Orion Connect. Completing reconciliation in as timely and accurate manner as possible is our top priority.

Thank you,
Orion Data Team
Sep 13, 07:05 CDT
Update - Good morning,

Due to challenges presented by the timing of posting residual transaction activity from TDAI and the reflection of this activity in Schwab positions, our team is experiencing isolated Schwab data reconciliation delays this morning. Our team is diligently working through remaining outstanding data reconciliation.

Our team has remained actively engaged with Schwab to resolve any remaining reconciliation challenges being presented by the conversion from TDAI to Schwab. Please be diligent in validating the status of data reconciliation in the Reconciliation Status app in Orion Connect. Completing reconciliation in as timely and accurate manner as possible is our top priority.

Thank you,
Orion Data Team
Sep 12, 07:57 CDT
Update - Our team will be assembled this evening to remove any remaining temporary placeholder transactions previously placed.

With the removal of placeholder transactions, our team will be working diligently this weekend to ensure activity is reflected properly and without disruption to asset balances. In the event we continue to experience misalignment on timing between TDAI residual transactions and Schwab positions effective 9/8, temporary placeholder transactions will be reentered to ensure trading on proper balances can commence on Monday, 9/11. These placeholder transactions can be reviewed via Orion Connect > Reconciliation Status (app) > Placeholder Transaction Audit OR Orion Connect > Data Queries (app) > Query name "Placeholder Transaction Audit.

We are continuing to work with Schwab to resolve any and all challenges with TDAI residual transaction activity. Completing reconciliation in as timely and accurate manner as possible is our top priority.
Sep 8, 17:00 CDT
Update - 9/8 Update:

Please be advised that due to misalignment on expectations between TDAI residual transaction activity and Schwab position balances, there some instances of assets that needed additional temporary placeholder transactions entered to bring positions into balance. These placeholder transactions can be reviewed via Orion Connect > Reconciliation Status (app) > Placeholder Transaction Audit OR Orion Connect > Data Queries (app) > Query name "Placeholder Transaction Audit.

Our team is working diligently to remove placeholder transactions to ensure activity is reflected properly and without disruption to asset balances. We are also continuing to work with Schwab to resolve any and all challenges with TDAI residual transaction activity. Completing reconciliation in as timely and accurate manner as possible is our top priority.
Sep 8, 09:17 CDT
Update - Good morning,

Please be advised that due to misalignment on expectations between TDAI residual transaction activity and Schwab position balances, our team is experiencing Schwab data reconciliation delays this morning. Please be diligent in checking the Reconciliation Status app and validating your account reconciliation is complete. Completing reconciliation in as timely and accurate manner as possible is our top priority.

Thank you,
Orion Data Team
Sep 8, 06:27 CDT
Update - Update on combining Alternative Products

As mentioned in previous messages, Orion has been working with Charles Schwab regarding an issue with the combining of alternative products between Schwab and TD Ameritrade.

After receiving the necessary mappings from Schwab, we made updates to securities in most cases. However, there are a few scenarios that will require further research before securities are updated. These few scenarios will not impact your daily reconciliation. Our team will continue to audit and combine alternative products when we have the proper information.

If you have questions, please reach out to the Products and Prices team.
Sep 7, 17:27 CDT
Update - Recon Update: 9/7/23

As expected, the residual transaction activity received from TD Ameritrade is now reflected in Schwab position balances and position balances are in line with Schwab. There were some instances of assets that needed temporary placeholder transactions entered to bring positions into balance. These placeholder transactions can be reviewed via Orion Connect > Reconciliation Status (app) > Placeholder Transaction Audit OR Orion Connect > Data Queries (app) > Query name "Placeholder Transaction Audit.

Our team is working diligently to remove placeholder transactions to ensure activity is reflected properly and without disruption to asset balances. Completing reconciliation in as timely and accurate manner as possible is our top priority.
Sep 7, 14:52 CDT
Update - Recon Update:

Residual transactions were received from TD Ameritrade, and the Schwab position file did not include these transactions in the position balances. To see a list of affected accounts, please reference the Reconciliation Dashboard in Orion Connect (within the Reconciliation Status App).



We expect tomorrow’s Schwab position file to include these TD Ameritrade residual transactions in position balances. Any positions that are not reconciled will have a temporary plug transaction applied to balance to the Schwab position file while further reconciliation takes place. To see the affected accounts containing a plug transaction, please run a query after 10am CT. There are two choices for the query: Orion Connect > Reconciliation Status (app) > Placeholder Transaction Audit OR Orion Connect > Data Queries (app) > Query name "Placeholder Transaction Audit."

In addition, we have been working diligently with Schwab to combine alternative products on security masters to reflect the updated Schwab alternative security identifiers. We appreciate your patience with us as we work through the details. We will also share another update with you at the end of the day tomorrow.

Completing reconciliation in as timely and accurate manner as possible is our top priority.
Sep 6, 18:21 CDT
Monitoring - Good afternoon,

All expected files from Schwab have been received at this time. Due to day one nuance related to the TDAI-Schwab conversion, our team is continuing to work through data reconciliation for TD-Schwab conversion masters and their associated accounts. Please be diligent in checking the Reconciliation Status app throughout the morning and validating your account reconciliation. Completing reconciliation in as timely and accurate manner as possible is our top priority.

Thank you,
Orion Data Team
Sep 6, 12:34 CDT
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