Schwab Custodial Statements

Incident Report for Orion Advisor Technology, LLC

Investigating

We are currently investigating an issue affecting the availability of August 2026 custodial statements. During statement processing, some statements from prior periods may be incorrectly categorized as August 2026 statements.

To prevent potentially inaccurate statements from being published, August 2026 statements may be delayed in the Client Portal and related document repositories while we work to resolve the issue.

We apologize for the inconvenience and will provide updates as more information becomes available.

Posted Sep 22, 2026 - 17:05 CDT

This incident affects: Platforms (Client Portal).