Orion Advisor Technology, LLC Status

Mar 22, 2023

No incidents reported today.

Mar 21, 2023

No incidents reported.

Mar 20, 2023

No incidents reported.

Mar 19, 2023

No incidents reported.

Mar 18, 2023

Orion Scheduled Maintenance

Completed - The scheduled maintenance has been completed.
Mar 18, 16:00 CDT

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 18, 14:00 CDT

Scheduled - This weekend, Orion will be performing scheduled maintenance.

During this maintenance window, the Orion platform may experience a brief disruption of service.

Orion is committed to providing your firm with the highest availability of service during our scheduled maintenance windows.

Thank you,

Technology Support Team

Please do not reply to this email.

THIS MESSAGE AND ANY ATTACHMENTS ARE CONFIDENTIAL, PROPRIETARY, AND MAY BE PRIVILEGED. If this message was misdirected, NorthStar Financial Services Group, LLC and its affiliated entities, ("NorthStar") do not waive any confidentiality or privilege. If you are not the intended recipient, please notify us immediately and destroy the message without disclosing its contents to anyone. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. The views and opinions expressed in this e-mail message are the author's own and may not reflect the views and opinions of NorthStar, unless the author is expressly authorized by NorthStar to present such views or opinions on its behalf. All email sent to or from this address is subject to electronic storage and review by NorthStar. Although NorthStar takes measures to guard against electronic viruses, it does not accept responsibility for any damage whatsoever caused by viruses being passed.
Mar 16, 17:01 CDT

Mar 17, 2023

No incidents reported.

Mar 16, 2023

No incidents reported.

Mar 15, 2023

No incidents reported.

Mar 14, 2023

Tuesday at 4:00pm CT: Orion Scheduled Maintenance – ASTRO

Completed - The scheduled maintenance has been completed.
Mar 14, 21:00 CDT

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 14, 16:00 CDT

Scheduled - Orion will be performing scheduled maintenance on ASTRO Tuesday 3/14 starting at 4 PM Central Time and the process is expected to take around 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.
Mar 13, 08:24 CDT

Schwab File Delay 3/14/2023

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. However, we do anticipate the potential for reconciliation delays up to 2-3 hours from normal completion times for Schwab.

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 14, 05:44 CDT

Mar 13, 2023

ASTRO Settings in Portfolio Audit Unavailable

Resolved - This incident has been resolved.
Mar 13, 09:28 CDT

Monitoring - This afternoon, we will be applying a fix for the issue discovered earlier today with updating ASTRO Settings in Portfolio Audit. During this time, users may experience interruptions while using ASTRO. Please contact SME-ASTRO@Orion.com with any questions. We apologize for any inconvenience this may cause, and thank you for your patience.
Mar 10, 15:49 CST

Investigating - We are aware of reports from users that the ASTRO Settings page in Portfolio Audit is generating error messages when users attempt to add/change/remove restrictions. Advisors can still set sector/industry/security restrictions directly in ASTRO Advanced. ESG restrictions can still be set in Portfolio Audit (you may receive an error msg when clicking Save, but the restrictions are still being applied). At this time, the only functionality unavailable is the quarter-over-quarter/year-over-year tax schedule. A fix for this is scheduled to be rolled out this afternoon after market hours. Please contact SME-ASTRO@Orion.com with any questions. We apologize for any inconvenience this may cause, and thank you for your patience.
Mar 10, 11:44 CST

Mar 12, 2023

No incidents reported.

Mar 11, 2023

Orion Scheduled Maintenance

Completed - The scheduled maintenance has been completed.
Mar 11, 14:30 CST

In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Mar 11, 14:01 CST

Scheduled - This weekend, Orion will be performing scheduled maintenance.

During this maintenance window, the Orion platform may experience a brief disruption of service.

Orion is committed to providing your firm with the highest availability of service during our scheduled maintenance windows.

Thank you,

Technology Support Team

Please do not reply to this email.

THIS MESSAGE AND ANY ATTACHMENTS ARE CONFIDENTIAL, PROPRIETARY, AND MAY BE PRIVILEGED. If this message was misdirected, NorthStar Financial Services Group, LLC and its affiliated entities, ("NorthStar") do not waive any confidentiality or privilege. If you are not the intended recipient, please notify us immediately and destroy the message without disclosing its contents to anyone. Any distribution, use or copying of this e-mail or the information it contains by other than an intended recipient is unauthorized. The views and opinions expressed in this e-mail message are the author's own and may not reflect the views and opinions of NorthStar, unless the author is expressly authorized by NorthStar to present such views or opinions on its behalf. All email sent to or from this address is subject to electronic storage and review by NorthStar. Although NorthStar takes measures to guard against electronic viruses, it does not accept responsibility for any damage whatsoever caused by viruses being passed.
Mar 9, 10:14 CST

Mar 10, 2023

Mar 9, 2023

Orion Connect - Connectivity Incident

Resolved - This incident has been resolved.
Mar 9, 07:56 CST

Monitoring - A fix has been implemented and we are monitoring the results.
Mar 9, 07:37 CST

Investigating - We have identified an issue that may prevent users from logging into the Orion Connect platform and users already connected may encounter slowness or the inability to launch Apps or features.
Mar 9, 07:32 CST

Mar 8, 2023

Eclipse - Connectivity Incident

Resolved - This incident has been resolved.
Mar 8, 14:55 CST

Monitoring - A fix has been implemented and we are monitoring the results.
Mar 8, 14:32 CST

Investigating - We have identified an issue that may prevent users from logging into the Eclipse platform, and users already connected may encounter slowness or the inability to launch features. Our team is assembled and will provide an update as soon as possible. We apologize for the inconvenience.
Mar 8, 14:09 CST

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