Resolved
Good Morning,
The technical processing issues experienced for Pershing PAS this morning have been rectified. 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 continue to 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
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Posted Aug 18, 2026 - 08:33 CDT
Update
Good Morning,
We are still experiencing data reconciliation delays for Pershing PAS this morning due to a technical processing issue. The issue has been identified and a resolution is currently being worked on.
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.
Posted Aug 18, 2026 - 08:08 CDT
Monitoring
Good Morning,
We are currently experiencing data reconciliation delays for Pershing PAS this morning due to a technical processing issue.
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.
Posted Aug 18, 2026 - 06:55 CDT
This incident affected: Orion Internal Systems (Orion Case Management System, Orion Phone System, Orion Email), Platforms (Orion Connect, Advisorlynx.com, Mobile App, Client Portal, Reporting, Citrix / Advisor Desktop, www.OrionAdvisor.com, Orion Social, TOM, Eclipse, FIX Trading, ASTRO, Financial Planning, Advisor Portal, Custom Import, RMD Dashboard, Queries, Trends, Communities, Manage Users, Orion Custom Indexing), and Server Instances (Instance 1, Instance 2, Instance 10, Instance 11, Instance 12, Instance 13, Instance 14, Instance 15, Instance 16, Instance 20, Instance 21, Instance 22, Instance 23, Instance 3, Instance 24, Instance 25, Instance 26, Instance 27, Instance 7005, Instance 7010, Instance 7018, Instance 7023, Instance 7025, Instance 7026, Instance 7015, Instance 7016, Instance 7009).