Resolved
This incident has been resolved.
Posted Jun 26, 2026 - 10:08 CDT
Monitoring
Hello,
Schwab experienced a Cost Basis file delivery delay this morning. Our team is working to mitigate delays and complete Cost Basis file application timely and accurately. Cost Basis jobs are kicking off to process and ingest the files accordingly.
Please be diligent in checking the Tax Center App 'Interfaces' Tab to verify the status of your Cost Basis files this morning. Should you experience Tax Lot Errors in Eclipse, please resync the errored accounts from the Error Logs page within Eclipse. 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 Jun 26, 2026 - 07:16 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).