Schwab Cost Basis File Delivery Delay 5/13/2026

Incident Report for Orion Advisor Technology, LLC

Resolved

This incident has been resolved.

Posted May 13, 2026 - 10:35 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. Files are coming in and the appropriate cost basis jobs are kicking off to ingest the files

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***

Posted May 13, 2026 - 08:10 CDT

This incident affected: 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).