Cost Basis File Delays for TD Ameritrade

Incident Report for Orion Advisor Technology, LLC

Resolved

This incident has been resolved.

Posted Feb 01, 2023 - 08:14 CST

Investigating

Cost basis files from TD Ameritrade are delayed today. We have not received an ETA from them. If you have any questions, please reach out to the cost basis team.

Posted Feb 01, 2023 - 06:45 CST

This incident affected: Orion Internal Systems (Orion Case Management System, Orion Phone System, Orion Email) and Platforms (Orion Connect, Mobile App, Client Portal, Reporting, www.OrionAdvisor.com, TOM, Eclipse, FIX Trading).