Resolved
Good Morning,
Schwab has informed Orion the following dates will have substantial year-end dividend payment activity, which could impact their file delivery timelines. The dates with asterisks are expected to have the highest volumes:
December 10th, 2025
December 11th, 2025
December 12th, 2025*
December 15th, 2025
December 17th, 2025
December 18th, 2025
December 19th, 2025
December 22nd, 2025
December 26th, 2025
December 29th, 2025*
December 30th, 2025*
December 31st, 2025*
We are continuing to coordinate with Schwab and will work diligently to limit any Data Reconciliation delays during this timeframe. We will send day-of file delivery delay notifications as necessary and keep you informed of any additional information as we receive it. We appreciate your patience, completing reconciliation in a timely and accurate manner remains our highest priority.
Thank you,
Orion Data Team
Please do not respond to this email.
Posted Dec 09, 2025 - 09:46 CST
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).