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
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
Instance 7009 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.
Past Incidents
Jun 21, 2024

No incidents reported today.

Jun 20, 2024

No incidents reported.

Jun 19, 2024

No incidents reported.

Jun 18, 2024

No incidents reported.

Jun 17, 2024

No incidents reported.

Jun 16, 2024

No incidents reported.

Jun 15, 2024

No incidents reported.

Jun 14, 2024
Resolved - This incident has been resolved.
Jun 14, 07:13 CDT
Update - Good afternoon,

At this time, we have limited updates pertaining to remediation. The number of impacted securities has increased to 344. As a reminder, due to this issue Orion cannot currently confirm the accuracy of all Schwab holdings & balances as of EOD 6/12/24 in Orion. Please be diligent in verifying the accuracy of your Schwab account balances prior to trading on Orion balances.

Our team remains actively engaged with Schwab to gain further clarity. We will provide updates as they become available.

The Orion Reconciliation Team will complete this incident upon confirming all activity and positions are reflected accurately in data files effective 6/13/24 received tomorrow morning. Completing Data Reconciliation in a timely and accurate manner is our top priority.

Thank you,
Orion Data Team

Please do not reply to this email.

Jun 13, 14:32 CDT
Identified - Good morning,

The Orion reconciliation team has been notified by Schwab of an issue in the 6/12/24 data files received this morning affecting balances and positions for 315 securities. At this time, Orion has not been aware of which Orion client accounts or securities are impacted. As a result of having received this notification, Orion cannot currently confirm the accuracy of all Schwab holdings & balances as of EOD 6/12/24 in Orion. Please be diligent in verifying the accuracy of your Schwab account balances prior to trading on Orion balances.

Our team is actively working with Schwab to gain further clarity regarding the scope and plan for remediation. We will provide updates as they become available.

The Orion Reconciliation Team will complete this incident upon confirming all activity and positions are reflected accurately in data files effective 6/13/24 received tomorrow morning. Completing Data Reconciliation in a timely and accurate manner is our top priority.

Thank you,
Orion Data Team

Please do not reply to this email.

Jun 13, 09:23 CDT
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 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.

Jun 14, 06:22 CDT
Jun 13, 2024
Completed - The scheduled maintenance has been completed.
Jun 13, 19:30 CDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Jun 13, 15:30 CDT
Scheduled - Orion will be performing scheduled maintenance on ASTRO on Thursday, June 13, 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 contact SME-ASTRO@Orion.com or SMECustomIndexing@Orion.com with any questions. Thank you for your patience.
Jun 10, 12:13 CDT
Resolved - This incident has been resolved.
Jun 13, 15:58 CDT
Investigating - We have identified an issue that may prevent users from exercising Orion Connect APIs, logging in to Eclipse or Advisor Portal. Eclipse imports are unavailable. Users already connected may encounter slowness or the inability to launch Apps or features.
Jun 13, 15:37 CDT
Resolved - This incident has been resolved.
Jun 13, 12:01 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. We have no ETA at this time when Cost Basis files will be delivered and processed.

Please be diligent in checking the Tax Center App 'Interfaces' Tab to verify the status of your Cost Basis files this morning. 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 13, 06:49 CDT
Resolved - Good morning,

We have successfully received and processed all expected data files from Schwab effective 6/12/24 and our team is actively working to complete Data Reconciliation. Please see & remain cognizant of the information contained in the 'Potential Incomplete Schwab Data Files 6/12/24' notification that was sent in the 9am CST hour this morning. Due to the information contained in that notification, Orion cannot currently confirm the accuracy of all Schwab holdings & balances as of EOD 6/12/24 in Orion. As a corresponding best practice, please be diligent in verifying the accuracy of your Schwab account balances prior to trading on Orion balances.

Please continue to check 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 13, 10:57 CDT
Monitoring - Good morning,

We are still experiencing a file delivery delay from Schwab this morning. We are beginning to receive files, but still have not received all of them.

Please continue to check 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 13, 07:51 CDT
Investigating - Good morning,

We are currently experiencing a file delivery delay from Schwab this morning. At this time, there is no ETA of when files will be successfully posted for retrieval.

Please continue to check 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 13, 06:25 CDT
Jun 12, 2024

No incidents reported.

Jun 11, 2024

No incidents reported.

Jun 10, 2024
Resolved - This incident has been resolved.
Jun 10, 10:50 CDT
Identified - An issue was identified at market open this morning where the pre-split stock price for NVDA was feeding into both ASTRO and Orion Custom Indexing. We have updated the price but need to re-run ASTRO syncs in order for positions to reflect the correct basis and value. We appreciate your patience and understanding as we resolve this issue. Please contact SME-ASTRO@Orion.com or SMECustomIndexing@Orion.com with any questions. Thank you.
Jun 10, 09:21 CDT
Jun 9, 2024

No incidents reported.

Jun 8, 2024

No incidents reported.

Jun 7, 2024
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.

Jun 7, 06:01 CDT