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

Scheduled Maintenance

ASTRO/OCI Scheduled Monthly Maintenance Apr 16, 2026 15:30-19:30 CDT

Orion will be performing scheduled maintenance on ASTRO on Thursday, April 16, 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.
Posted on Apr 14, 2026 - 14:19 CDT
Apr 14, 2026
Orion Connect Access Issues – We’re Working on a Resolution
Resolved - The intermittent access and performance issues affecting Orion Connect have been fully resolved. Clients should now be able to log in and use the platform without disruption.

We appreciate your patience and understanding while our team worked to restore full functionality. If you experience any continued issues, please contact our support team for assistance.
Apr 14, 12:17 CDT
Monitoring - A fix has been implemented and we are monitoring the results.
Apr 14, 11:45 CDT
Investigating - Orion Connect is experiencing intermittent issues, causing some clients to encounter slow performance or difficulty accessing their accounts. Our team is actively working to restore full connectivity as quickly as possible.

We apologize for the inconvenience and appreciate your patience as we work toward resolving the issue.
Apr 14, 11:32 CDT
Apr 13, 2026
Client Experience Accessibility Issue
Resolved - This incident has been resolved.
Apr 13, 09:47 CDT
Investigating - Our team has identified an issue that is preventing access to Client Experience and is actively working on a fix. Users can still access and use Client Portal as normal.

Thank you for your patience.
Apr 13, 09:06 CDT
Apr 12, 2026

No incidents reported.

Apr 11, 2026

No incidents reported.

Apr 10, 2026

No incidents reported.

Apr 9, 2026

No incidents reported.

Apr 8, 2026

No incidents reported.

Apr 7, 2026

No incidents reported.

Apr 6, 2026

No incidents reported.

Apr 5, 2026

No incidents reported.

Apr 4, 2026

No incidents reported.

Apr 3, 2026

No incidents reported.

Apr 2, 2026

No incidents reported.

Apr 1, 2026
Schwab & Fidelity Cost Basis File Delivery Delays 4/1/2026
Resolved - This incident has been resolved.
Apr 1, 11:12 CDT
Monitoring - Good morning,

Schwab & Fidelity experienced Cost Basis file delivery delays this morning. Cost Basis files have now been received from Schwab & Fidelity and are being processed at this time. Our team is working to mitigate delays and complete Cost Basis file application timely and accurately.

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. Please make sure to re-sync any accounts receiving tax lot quantity errors in Eclipse this morning prior to reaching out, as it is likely a timing issue with the files being delayed.

Thank you,
Orion Cost Basis Team

Please do not reply to this email.
Apr 1, 07:58 CDT
Schwab File Delivery Delay 4/1/26
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 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.
Apr 1, 05:59 CDT
Mar 31, 2026

No incidents reported.

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