Outage in Orion
Schwab File Delivery Delay 9/29/2026
Resolved MinorIncident Report
Good morning,
We are currently experiencing a file delivery delay from Schwab this morning. At this time, there is no ETA of when files will be successfully posted for retrieval.
Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.
Thank you,
Orion Data Team
Please do not reply to this email
Components affected
Orion Case Management System Orion Connect Orion Instance 1 Orion Phone System Orion Advisorlynx.com Orion Instance 2 Orion Mobile App Orion Instance 10 Orion Email Orion Client Portal Orion Instance 11 Orion Reporting Orion Instance 12 Orion Citrix / Advisor Desktop Orion Instance 13 Orion Instance 14 Orion www.Advisor.com Orion Instance 15 Orion Social Orion Instance 16 Orion TOM Orion Instance 20 Orion Eclipse Orion Instance 21 Orion FIX Trading Orion Instance 22 Orion ASTRO Orion Instance 23 Orion Financial Planning Orion Instance 3 Orion Advisor Portal Orion Instance 24 Orion Custom Import Orion Instance 25 Orion RMD Dashboard Orion Instance 26 Orion Queries Orion Instance 27 Orion Trends Orion Instance 7005 Orion Communities Orion Instance 7010 Orion Manage Users Orion Instance 7018 Orion Custom Indexing Orion Instance 7023 Orion Instance 7025 Orion Instance 7026 Orion Instance 7015 Orion Instance 7016 Orion Instance 7009Trusted by 1,000+ teams
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Latest Updates ( sorted recent to last )
RESOLVED
6 days ago - at 09/29/2026 01:27PM
Good morning,
We have successfully retrieved & processed Schwab data files. Our team is working to mitigate delays and complete Data Reconciliation timely and accurately. At this time, we expect Data Reconciliation to be delayed approximately 2-3 hours from normal completion times.
Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Further communication will be provided regarding cost basis file delays. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.
Thank you,
Orion Data Team
Please do not reply to this email
MONITORING
6 days ago - at 09/29/2026 12:28PM
Good morning,
We are currently experiencing a file delivery delay from Schwab this morning. At this time, there is still no ETA of when files will be successfully posted for retrieval.
Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.
Thank you,
Orion Data Team
Please do not reply to this email
MONITORING
7 days ago - at 09/29/2026 11:22AM
Good morning,
We are currently experiencing a file delivery delay from Schwab this morning. At this time, there is no ETA of when files will be successfully posted for retrieval.
Please continue to check the Reconciliation Status App to verify the status of your Data Reconciliation this morning. Also, please feel free to reach out to our SME Data Reconciliation team if you have further questions regarding the status of Data Reconciliation. Completing reconciliation in a timely and accurate manner is our top priority. We apologize for any inconvenience.
Thank you,
Orion Data Team
Please do not reply to this email
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