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. 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
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Posted May 27, 2026 - 07:15 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).