Delayed Availability of Schwab Custodial Statements

Incident Report for Orion Advisor Technology, LLC

Update

We are currently investigating an issue that delayed the retrieval of certain Schwab custodial statements between May and June. As a result, some statements may not be visible in the client portal.

Our team is working with our partner to restore the impacted files and reprocess the data. We will provide updates as more information becomes available.

Thank you for your patience and understanding.

Posted Jul 14, 2026 - 12:55 CDT

Monitoring

A fix has been implemented and we are monitoring the results.

Posted Jun 24, 2026 - 10:33 CDT

Investigating

We are currently investigating an issue that caused delays in retrieving certain Schwab custodial statements between June 4–11. Some statements may not be visible in the client portal. We are working with our partner to restore impacted files and reprocess data.

Posted Jun 23, 2026 - 09:12 CDT

This incident affects: Platforms (Orion Connect).