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Orion Advisor Technology: Schwab Realized Cost Basis Reporting Issue
Orion Advisor Technology · orionadvisor.comImpact: minorResolved2026-09-04 18:56 UTC
Public — what happened
Summary
Orion has confirmed that corrected wash sale data is being received and processed correctly. We are continuing to review previously affected realized gain/loss and cost basis records to confirm all expected updates have been applied.
Our review remains ongoing, and we will provide additional updates as more information becomes available.
Timeline
- Started — 2026-08-07 17:45 UTC
- Last update — 2026-09-04 18:56 UTC
- Resolved — 2026-09-10 13:15 UTC
With SquidGrid — where it starts on the route
Independent path health
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