Orion Advisor Technology, LLC Status

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

Past Incidents

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.

Mar 30, 2026

ASTRO and Orion Custom Indexing Sync Delays

Resolved - This incident has been resolved.
Mar 30, 08:59 CDT

Investigating - We are experiencing delays this morning in running syncs for ASTRO and Orion Custom Indexing accounts. Our team is working to mitigate the delays and complete syncs for all ASTRO and OCI firms as quickly as possible.

This page will be updated once syncs are complete. If you have questions, please contact SME-ASTRO@Orion.com or SMECustomIndexing@Orion.com.

Thank you for your patience.
Mar 30, 08:10 CDT

Schwab Trading Activity Impact Update

Resolved - This incident has been resolved.
Mar 30, 07:18 CDT

Monitoring - Schwab Trading Activity:
We are aware of an issue impacting some Schwab trading activity from yesterday. Due to a technical issue at Schwab, a subset of trades and allocations may not have been fully processed or reflected in overnight files.
At this time, there is limited visibility into which trades were successfully processed versus still pending at Schwab. As a result, some accounts may show unallocated orders or incomplete trade activity.

What this means for you:
Before placing any new trades in Schwab accounts today, we strongly recommend reviewing your trade confirmations to confirm that all prior trading activity from yesterday was fully processed. This may require manual verification with the custodian.
We are actively coordinating with Schwab and our internal reconciliation teams to better understand the scope and resolution of this issue. Additional updates will be shared as more information becomes available.
Thank you for your patience.

Unresolved Allocations from 3/25 instructions:
Review blocks executed on 3/25/2026 that are in a New - Sent status on the blocks. Traders should contact Schwab to understand if the block order was filled, the quantity that was filled, and the average price. Edit the block in the Orion system, updating the block status to filled, and enter the average price. Then right click the block order and quick allocate to allocate the block.
Mar 26, 09:35 CDT