Monitoring - IMPORTANT: Morningstar ByAllAccounts Open Banking API Migration

Orion’s account aggregation partner, Morningstar ByAllAccounts, is upgrading its systems to embrace the benefits of "Open Banking" - a more secure way to give advisors access to their clients’ financial data.

ByAllAccounts recently completed migrations for the institutions listed below. This migration will require advisors and/or their clients to re-authorize access to the data leveraging the new Open Banking connection.

- Allianz, Bank of America, Chase, Schwab, Wells Fargo, U.S. Bank, Empower, Fidelity, PNC, Voya, Transamerica


ACTION NEEDED:

Users with ByAll accounts at the institutions listed above will need to reauthenticate their credentials and consent to aggregation. You may also add new accounts for aggregation. To assist you, ByAllAccounts has provided step by step guides for advisors and consumers/clients/investors.

For Advisors
o https://www.byallaccounts.net/Manuals/OpenBanking/OpenBanking_Advisor_Migration.pdf?utm_source=eloqua&utm_medium=email&utm_campaign=none&utm_content=51113

For Consumers/Clients/Investors (leveraging ByAllAccounts Connect Use Interface)
o https://www.byallaccounts.net/Manuals/OpenBanking/OpenBanking_Investor_Migration.pdf?utm_source=eloqua&utm_medium=email&utm_campaign=none&utm_content=51113

Orion has signed the FIDA (Financial Institution Data Access Addendum) and no action is needed from your firm regarding this addendum.

If you have any questions, please don’t hesitate to reach out to Orion’s SME Reconciliation team.

Thanks,
Orion Reconciliation Team


*If you are not a ByAllAccounts user or do not have ByAllAccounts at these institutions, please disregard this message.


0307-OAT-2/8/2024

Feb 09, 2024 - 12:55 CST
Update - Good afternoon,

We wanted to make you aware that the issues we have been updating you on related to ByAll’s migration to Amazon Web Services remain minimal and are nearing resolution.

The most notable issues that were related to data file delivery delays and AccountView access, specifically using login-based Single Sign-on via Data Connect, have been resolved.

There are some financial institutions still experiencing connectivity issues.

ByAll is continuing to make progress and is seeing performance improvements; they will be providing us with further updates as available. Please see the message below with the current update from ByAll.

Thanks,
Orion Reconciliation Team

------------------------------


Dear Valued Client,

After the AWS migration for Morningstar ByAllAccounts, we observed specific Custodial Integrator data delivery, performance-related issues, and financial institution connectivity issues.

Update as of November 29:

Financial Institution Connectivity: We are experiencing financial institution connectivity issues, resolving these issues is our highest priority. A comprehensive list of affected financial institutions and their status of resolution is attached in the FAQ referenced below. You can continue to reference this link for up-to-date information.


Custodial Integrator Data Delivery: Customers with large imports have been staggering their data delivery runs. Today we resumed regular import schedules. Our team continues to monitor our system's capacity, uptime, and performance to ensure seamless operations.
Please see our FAQ for specific details on user action and account update error messaging.
(https://advisor.morningstar.com/Enterprise/VTC/BAAIncidentFAQ.pdf?utm_source=eloqua&utm_medium=email&utm_campaign=none&utm_content=50109)

We appreciate your patience as we work through these unanticipated migration-related issues. This will be our final daily update, you will receive ad-hoc communications as high-priority financial institution connections resolve.

Regards,
The Morningstar ByAllAccounts Team

Nov 29, 2023 - 15:45 CST
Update - Good afternoon,

We wanted to make you aware that the issues we have been updating you on related to ByAll’s migration to Amazon Web Services are now minimal and nearing resolution.

The most notable issues that were related to data file delivery delays and AccountView access, specifically using login-based Single Sign-on via Data Connect, have been resolved.

There are some financial institutions still experiencing connectivity issues.

ByAll is continuing to make progress and is seeing performance improvements; they will be providing us with further updates as available. Please see the message below with the current update from ByAll.

Thanks,
Orion Reconciliation Team
________________________________


Dear Valued Client,

After the AWS migration for Morningstar ByAllAccounts, we observed specific Custodial Integrator data delivery, performance-related issues, and financial institution connectivity issues.

Update as of November 27:
·       Financial Institution Connectivity: We are experiencing financial institution connectivity issues, resolving these issues is a high priority for our team. A comprehensive list of affected financial institutions and their status of resolution is attached in the FAQ referenced below.
·       Custodial Integrator Data Delivery: The primary challenge is the completion of concurrent Custodial Integrator data deliveries during the peak traffic hours of 6:00 am to 10:00 am. This results in an amount of traffic that affects the success rate and running time of data deliveries. We have communicated individually to customers with large imports to stagger runs and working with them to run their data delivery. As expected, implementing staggered data imports has helped to stabilize the system, we expect that this process will continue through Tuesday, November 28. We expect regular import schedule to go back into effect on Wednesday, November 29.
·       AccountView Performance: Regarding AccountView, we deployed fixes over the weekend to address performance issues experienced last week. We are currently requesting feedback from customers to ensure it has addressed the performance issues. A limited applicable number of customers were having issues accessing AccountView using Login-based Single Sign-on via Data Connect. A fix was deployed on the night of Wednesday, November 22, we have since monitored activity and confirmed the issue is resolved.

Our team continues to monitor our system's capacity, uptime, and performance to ensure seamless operations.

Please see our FAQ for specific details on user action and account update error messaging. 

We appreciate your patience as we work through these unanticipated migration-related issues. As we continue to work to resolve these issues for you, we will provide our next status update tomorrow.

Regards,
The Morningstar ByAllAccounts Team

Nov 27, 2023 - 14:27 CST
Update - Good afternoon,

We wanted to make you aware that the ByAll issues we have been updating you on are not yet fully resolved, although there has been significant progress made.

ByAll has resolved the data file delivery and we do not anticipate delays going forward.

The most notable outstanding issue is related to AccountView access, specifically using login-based Single Sign-on via Data Connect. A limited number of customers are still experiencing access issues. A fix is currently in process and is expected to be resolved with the next two business days.

ByAll is continuing to make progress and is seeing performance improvements; they will be providing us with further updates as available. Please see the message below with the current update from ByAll.

Thanks,
Orion Reconciliation Team
_______________________


Dear Valued Client,

After the AWS migration for Morningstar ByAllAccounts, we observed specific Custodial Integrator data delivery, performance-related issues, and financial institution connectivity issues.
• Update as of Nov. 21:
• AccountView Performance: Regarding AccountView, we deployed fixes over the weekend to address performance issues experienced last week. We are currently requesting feedback from customers to ensure it has addressed the performance issues. A limited applicable number of customers are currently having issues accessing AccountView using Login-based Single Sign-on via Data Connect. A fix is currently in process, we expect it to be deployed within the next two business days.
• Financial Institution Connectivity: We are experiencing financial institution connectivity issues, resolving these issues are a high priority for the team. A list of the impacted financial institutions are listed in the FAQ provided below.
• Custodial Integrator Data Delivery: The primary challenge is the completion of concurrent Custodial Integrator data deliveries during the peak traffic hours of 6:00 am to 10:00 am. This results in an amount of traffic that affects the success rate and running time of data deliveries. We have communicated individually to customers with large imports to stagger runs and working with them to run their data delivery. As expected, implementing staggered data imports has helped to stabilize the system, we expect that this process will continue through Friday, November 24. Fixes were put in place over the weekend to improve performance, we are continuing to monitor.
Our team continues to monitor our system's capacity, uptime, and performance to ensure seamless operations.

Please see our FAQ for specific details on user action and account update error messaging.

We appreciate your patience as we work through these unanticipated migration-related issues. As we continue to work to resolve these issues for you, we will provide a status update later today.

Regards,
The Morningstar ByAllAccounts Team

Nov 21, 2023 - 15:08 CST
Update - Good morning,

We wanted to make you aware that the ByAll issues we have been updating you on are not yet fully resolved.

As a result of the migration issues, ByAll data files are still being received slower than usual. We anticipate files will come in throughout the day. Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation in the meantime. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation.

ByAll is continuing to make progress and is starting to see performance improvements; they will be providing us with further updates as available. Please see the message below with the current update from ByAll.

Thanks,
Orion Reconciliation Team
________________________________

 
Dear Valued Client,

After the AWS migration for Morningstar ByAllAccounts, we observed specific Custodial Integrator data delivery and performance-related issues.

Update as of Nov. 20: Custodial Integrator Data Delivery: The primary challenge is the completion of concurrent Custodial Integrator data deliveries during the peak traffic hours of 6:00 a.m. to 10:00 a.m. This results in an amount of traffic that affects the success rate and running time of data deliveries. We have communicated individually to customers with large imports to stagger runs and work with them to run their data delivery. As expected, implementing staggered data imports has helped stabilize the system, and we expect this process to continue through Friday, Nov. 24. Fixes were put in place over the weekend to improve performance, and we are monitoring this morning. We did experience a minor service outage on Nov. 20 at 8:00 a.m. ET, which has been resolved.

AccountView Performance: Regarding AccountView, we deployed fixes over the weekend to address performance issues experienced last week. We are requesting customer feedback to ensure it has addressed the performance issues.

Our team continues to monitor our system's capacity, uptime, and performance to ensure seamless operations. We are still cautiously implementing changes to address performance issues.

Please see our FAQ for specific details on user action and account update error messaging.

We appreciate your patience as we work through these unanticipated migration-related issues. As we continue to work to resolve these issues for you, we will provide a status update later today.

Regards,
The Morningstar ByAllAccounts Team

Nov 20, 2023 - 09:09 CST
Update - Good morning,

We wanted to make you aware that the ByAll issues we have been updating you on this week are not yet fully resolved. Please see the message below with an update from ByAll.

As a result of the migration issues, ByAll data files are being received slower than usual. We anticipate files will come in throughout the day. Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation in the meantime. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation.

ByAll is continuing to make progress and is starting to see performance improvements; they will be providing us with further updates as available. 

Thanks,
Orion Reconciliation Team
________________________________
 

Dear Valued Client,

After the AWS migration for Morningstar ByAllAccounts, we observed specific Custodial Integrator data delivery and performance-related issues.

Update as of Nov. 17:  Custodial Integrator Data Delivery: The primary challenge is the completion of concurrent Custodial Integrator data deliveries during the peak traffic hours of 6:00 am to 10:00 am. This results in an amount of traffic that affects the success rate and running time of data deliveries. We have communicated individually to customers with large imports to stagger runs and working with them to run their data delivery. We expect that implementing staggered data imports will help stabilize the system.

AccountView Performance: Regarding AccountView, we acknowledge that there continues to be performance issues which we are actively addressing and aim to have in production by Monday. These issues are linked to specific queries causing system degradation at certain points throughout the day.

Please see our FAQ for specific details on user action and account update error messaging.

We appreciate your patience as we work through these unanticipated migration-related issues. As we continue to work to resolve these issues for you, we will provide a status update this afternoon.

Regards,
The Morningstar ByAllAccounts Team

Nov 17, 2023 - 10:11 CST
Monitoring - Good morning,

We wanted to make you aware that the ByAll issues we have been updating you on this week are not yet fully resolved. Please see the message below with an update from ByAll.

As a result of the migration issues, ByAll data files are being received slower than usual. We anticipate files will come in throughout the day. Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation in the meantime. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation.

ByAll is continuing to make progress and is starting to see performance improvements; they will be providing us with further updates as available. 


Thanks,
Orion Reconciliation Team
________________________________


Dear Valued Client,

After the AWS migration for Morningstar ByAllAccounts, we had observed specific performance related issues.

Update as of Nov. 15: We are currently experiencing intermittent performance and accessibility issues, with some customers reporting 504 errors. Slowness was experienced during peak load times, which is primarily between 6:00 a.m. to 10:00 a.m. ET. We increased system capacity yesterday, we are continuing to work on the performance of database queries that are causing a backlog of requests.

Our team continues to monitor our system's capacity, uptime, and performance to ensure seamless operations.

Please see our FAQ for specific details on user action and account update error messaging.

We appreciate your patience as we work through these unanticipated migration-related issues. As we continue to work to resolve these issues for you, we will provide a status update later today.

Regards,
The Morningstar ByAllAccounts Team

Nov 16, 2023 - 11:16 CST

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.

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Scheduled Maintenance
On Friday, March 1, Orion will be making enhancements to the infrastructure underlying both ASTRO and Orion Custom Indexing. Maintenance will begin at 5:00 PM CT and is expected to take approximately 4 hours.

While we strive to provide your firm with the highest availability of service at all times, ASTRO and Orion Custom Indexing users may experience a brief disruption of service during this scheduled maintenance window. Please contact SME-ASTRO@Orion.com or SMECustomIndexing@Orion.com with any questions. Thank you for your patience.

Posted on Feb 27, 2024 - 12:03 CST
Past Incidents
Mar 1, 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 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.

Mar 1, 06:02 CST
Feb 29, 2024

No incidents reported.

Feb 28, 2024

No incidents reported.

Feb 27, 2024
Resolved - Good Morning,

Please be advised of potential Data Reconciliation delays for Fidelity feeds related to the processing of the Walmart Inc (WMT) Corporate Action this morning. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately.

Please be diligent in validating the status of your daily reconciliation this morning prior to the commencement of downstream processes by monitoring the Reconciliation Status app. 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.

As a reminder, Eclipse users should review their data in Eclipse prior to trading. Once you have validated recon is complete, please sync delayed accounts via a partial import (Accounts or Registrations -> Select Account or Registration -> Actions -> Sync to Eclipse) or run a Delta import after recon is complete.

Thank you,

Orion Data Team
Please do not reply to this email.

Feb 27, 05:37 CST
Feb 26, 2024
Resolved - This incident has been resolved.
Feb 26, 10:42 CST
Investigating - Please note that not all Eclipse databases are currently showing the correct price for WMT. There was a stock split for this security and Orion was not showing the correct price prior to this morning’s import. Please check the price of WMT prior to creating and executing your trades. If the price is incorrect, you can kick off a Delta import in your Eclipse database. Please note any database using Price Source = Xignite Realtime or Xignite 15 min Delayed are NOT impacted as the price will update correctly. Our team is working to resolve this issue as quickly as possible. Thank you for your patience.
Feb 26, 10:22 CST
Feb 25, 2024

No incidents reported.

Feb 24, 2024

No incidents reported.

Feb 23, 2024
Resolved - Good Morning, 

Please be advised of potential Data Reconciliation delays for multiple custodial feeds related to the processing of the iShares Core S&P Mid-Cap ETF (IJH) Corporate Action this morning. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately. 

Please be diligent in validating the status of your daily reconciliation this morning prior to the commencement of downstream processes by monitoring the Reconciliation Status app. 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. 

As a reminder, Eclipse users should review their data in Eclipse prior to trading. Once you have validated recon is complete, please sync delayed accounts via a partial import (Accounts or Registrations -> Select Account or Registration -> Actions -> Sync to Eclipse) or run a Delta import after recon is complete.

Thank you, 

Orion Data Team 
Please do not reply to this email.

Feb 23, 06:02 CST
Feb 22, 2024

No incidents reported.

Feb 21, 2024

No incidents reported.

Feb 20, 2024

No incidents reported.

Feb 19, 2024

No incidents reported.

Feb 18, 2024

No incidents reported.

Feb 17, 2024

No incidents reported.

Feb 16, 2024
Resolved - This incident has been resolved.
Feb 16, 14:10 CST
Update - The team is testing a solution. We will update soon on when the solution will be released.
Feb 15, 09:25 CST
Investigating - Our Developers have discovered that users could create settings that could be seen and used in all databases. We have disabled the saving of Global Report Settings until we can stop them from going out to all databases. We will update when this is resolved. Thank you for your patience.
Feb 14, 16:27 CST