We have successfully retrieved & processed Fidelity cost basis 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
Posted Mar 28, 2024 - 08:14 CDT
Monitoring
Hello,
Fidelity 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. Cost Basis files have now been received from Fidelity, however we have no current ETA on when those files will be fully brought in and applied.
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
Posted Mar 28, 2024 - 06:40 CDT
This incident affected: Platforms (Orion Connect, Client Portal, TOM, Eclipse, FIX Trading, ASTRO).