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.

Uptime over the past 90 days. View historical uptime.
Platforms ? Operational
90 days ago
99.98 % 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
99.94 % 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.

No incidents or maintenance related to this downtime.

Past Incidents
Jul 27, 2024

No incidents reported today.

Jul 26, 2024

No incidents reported.

Jul 25, 2024

No incidents reported.

Jul 24, 2024

No incidents reported.

Jul 23, 2024
Schwab 7/19/24 Option Expiration Issue
Resolved - This incident has been resolved.
Jul 23, 07:27 CDT
Monitoring - Good morning,

The Orion Data Reconciliation Team has been notified by Schwab that options that expired on Friday, 7/19/24 were not reflected in the 7/19/24 data files Orion received on Saturday morning from Schwab. Orion did not receive the option expiration from an activity standpoint, nor were the expirations represented in the 7/19/24 position files.

At this time, we expect that the expirations will be reflected in the data files effective 7/22/24 we receive from Schwab tomorrow morning. Please exercise caution when trading in Orion today, it is our recommendation to confirm balances at Schwab.

The Orion Reconciliation Team will complete this incident upon confirming all option activity and positions are reflected accurately in data files effective 7/22/24 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.
Jul 22, 09:03 CDT
Jul 22, 2024
Eclipse Allocation Issue
Resolved - This incident has been resolved.
Jul 22, 12:25 CDT
Investigating - Eclipse users are experiencing an issue with an incorrect warning icon on their blocks in the allocations grid. This is only impacting firms that do not utilize "Auto Allocate" and is preventing manual quick allocating from working.

Workaround: Advisors can continue to send their allocations by Allocate Order> Submit or they can enable Auto Allocate via Admin> Preferences> Firm> Auto-Allocate FIX Blocks Orders
Jul 22, 11:12 CDT
Jul 21, 2024

No incidents reported.

Jul 20, 2024
Potential Data Reconciliation Delays 7/19/2024
Resolved - This incident has been resolved.
Jul 20, 09:51 CDT
Update - Hello,

We are still experiencing potential reconciliation delays across a number of custodians due to a 3rd party issue impacting Orion as well as some of our custodial partners.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

This incident will be resolved upon all expected files being received. In the event not all expected files are received by COB, this incident will be resolved tomorrow or when all files have been received.

Thank you,

Orion Data Team
Please do not reply to this email.
Jul 19, 13:18 CDT
Update - Hello,

We are still experiencing potential reconciliation delays across a number of custodians due to a 3rd party issue impacting Orion as well as some of our custodial partners.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 11:23 CDT
Update - Good Morning,

We are still experiencing potential reconciliation delays across a number of custodians due to a 3rd party issue impacting Orion as well as some of our custodial partners.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 09:58 CDT
Update - Good Morning,

We are still experiencing potential reconciliation delays across a number of custodians due to a 3rd party issue impacting Orion as well as some of our custodial partners.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 08:45 CDT
Monitoring - Good Morning,

We are still experiencing potential reconciliation delays across a number of custodians due to a 3rd party issue impacting Orion as well as some of our custodial partners.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 07:29 CDT
Identified - Good Morning,

We are currently experiencing potential reconciliation delays due to a 3rd party issue impacting Orion as well as potentially impacting some of our custodial partners.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 05:25 CDT
Jul 19, 2024
Orion system availability update
Resolved - This incident has been resolved.
Jul 19, 15:50 CDT
Investigating - Related to a widespread, third-party global outage, Orion is continuously monitoring our systems and working to avoid any further disruptions to you. Currently, Orion systems appear in good working order and we are actively working to resolve any remaining issues prior to market open. Please be aware that certain functionality may be intermittently slow or unavailable as we troubleshoot throughout the day.
Jul 19, 07:32 CDT
Schwab Fix Connection Issue
Resolved - This incident has been resolved.
Jul 19, 15:33 CDT
Monitoring - We have been informed by Schwab that the Fix connection has been restored and we are currently monitoring the connection on the Orion side.
Jul 19, 14:33 CDT
Update - We have identified and been alerted by Schwab that their Fix Connection is currently down. If you experience any issues, please reach out to Schwab for additional instructions. We will provide you with an update as soon as Fix Flyer and Schwab have resolved this issue. Thank you for your patience.
Jul 19, 12:19 CDT
Identified - We have identified and been alerted by Schwab that their Fix Connection is currently down. If you experience any issues, please reach out to Schwab for additional instructions. We will provide you with an update as soon as Fix Flyer and Schwab have resolved this issue. Users can enable their Schwab Trade File in TOM/Eclipse as a workaround until this issue has been resolved. Thank you for your patience.
Jul 19, 09:22 CDT
Schwab Cost Basis File Delivery Delay 7/19/24
Resolved - Hello,

This incident has been resolved as we have received and processed all Schwab Cost Basis Files at this time. To see the last time a file was received for your firm, please utilize the 'Interfaces' tab in the Tax Center App.

If you have any questions regarding your cost basis files, please reach out to the SME Cost Basis Team.

Thank you,
Orion Cost Basis Team
Jul 19, 13:48 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***
Jul 19, 07:26 CDT
Schwab File Delivery Delay 7/19/24
Resolved - Hello,

We have successfully retrieved & processed all Schwab data files. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately.

Please be diligent in checking the status of your daily reconciliation by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 13:29 CDT
Update - Hello,

At this time Schwab is still posting files and we’re still retrieving them. We have received approximately 80% of files that we’re currently working through and reconciling.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 12:16 CDT
Update - Good Morning,

We have been notified by Schwab that files are expected to start becoming available for retrieval with an ETA of 11am CST for all files to be made available. The Orion Reconciliation Team is working diligently to ensure we are downloading Schwab files through our automated processes and subsequently processing & reconciling Schwab data in the most timely and accurate manner possible.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 10:01 CDT
Update - Good Morning,

At this time, we are still experiencing a file delivery delay from Schwab due to a 3rd party issue. There is currently no ETA available on when Schwab files will be made available to Orion for retrieval and processing.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 08:45 CDT
Monitoring - Good Morning,

At this time, we are still experiencing a file delivery delay from Schwab due to a 3rd party issue. There is currently no ETA available on when Schwab files will be made available to Orion for retrieval and processing.

Please be diligent in checking the status of your daily reconciliation this morning by monitoring the Reconciliation Status app. Completing daily reconciliation in a timely and accurate manner is our top priority.

Thank you,

Orion Data Team

Please do not reply to this email.
Jul 19, 07:35 CDT
Jul 18, 2024
Eclipse Allocation Issue
Resolved - This incident has been resolved.
Jul 18, 16:41 CDT
Investigating - Eclipse users are experiencing an issue with an incorrect warning icon on their blocks in the allocations grid. This is only impacting firms that do not utilize "Auto Allocate" and is preventing manual quick allocating from working.

Workaround: Advisor can continue to send their allocations by Allocate Order> Submit or they can enable Auto Allocate via Admin> Preferences> Firm> Auto-Allocate FIX Blocks Orders
Jul 18, 13:11 CDT
Jul 17, 2024

No incidents reported.

Jul 16, 2024

No incidents reported.

Jul 15, 2024

No incidents reported.

Jul 14, 2024

No incidents reported.

Jul 13, 2024

No incidents reported.

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