Portfolio Audit and Householding Registration Transfer Issue

Incident Report for Orion Advisor Technology, LLC

Resolved

This incident has been resolved.

Posted Aug 17, 2026 - 08:02 CDT

Investigating

We are currently investigating an issue affecting the Portfolio Audit and Householding application that may prevent some users from successfully moving registrations between households. Users may receive an error message when attempting to complete this action.

Our teams are actively working to identify the cause and restore normal functionality as quickly as possible. We will provide additional updates as more information becomes available.

Thank you for your patience.

Posted Aug 17, 2026 - 07:39 CDT

This incident affected: Platforms (Orion Connect).