Statements sent to unintended recipients

Summary

Statements sent to unintended recipients

The issue affecting automated statement sending has been resolved. The underlying cause has been corrected, the affected client and contact records have been restored to their previous state, and automated statement sending has been re-enabled. As a precaution, we restored statement sending in staggered batches today with active monitoring at each step, and have not observed any further unintended sends. Normal service is fully restored. We have reached out directly to the small number of firms whose clients were affected by an unintended statement during this incident. If you have not heard from us individually, your firm was not impacted. We are sorry for the disruption this caused, and appreciate your patience while we worked through it.

• Started

  Apr 25, 2026 · 2:19 PM

• Resolved

  Apr 28, 2026 · 4:02 PM

• Duration

  3d 1h 42m

• Severity

  Major

• ◐

  Investigating

  Apr 25 · 2:19 PM Aiwyn

  We are currently investigating an issue where some statement notifications may have been sent to unintended recipients and may have included incorrect invoice information. Our team is actively working to identify the cause and resolve the issue. We will provide updates as more information becomes available.

• ◐

  Investigating

  Apr 25 · 2:31 PM Aiwyn

  We are continuing to investigate this issue.

• ◆

  Identified

  Apr 25 · 3:31 PM Aiwyn

  The issue has been identified and a fix is being implemented. We will provide updates as more information becomes available.

• ◆

  Identified

  Apr 25 · 3:39 PM Aiwyn

  We have identified the source of the issue that caused some statements to be sent to unintended recipients and included incorrect invoice information. Our team is actively working on a resolution and taking steps to prevent further impact. We will continue to provide updates as progress is made.

• ◆

  Identified

  Apr 27 · 11:53 AM Aiwyn

  We have identified the source of the issue that caused some statements to be sent to unintended recipients and included incorrect invoice information. As part of our resolution efforts, automated statements scheduled for today will not be sent. Our team is actively working toward a resolution and taking steps to ensure this does not recur. We will provide further updates as progress continues.

• ◆

  Identified

  Apr 28 · 8:20 AM Aiwyn

  We’ve confirmed this is not a system-wide issue and have contacted all affected firms. We’ll provide another update once automated statement delivery has resumed and the issue is fully resolved.

• ◉

  Monitoring

  Apr 28 · 10:14 AM Aiwyn

  Automated statement delivery will resume at 11:30 AM EST. Any statements that were not sent during the pause will be delivered as part of this process. We will continue to monitor closely and provide further updates as needed.

• ✓

  Resolved

  Apr 28 · 4:02 PM Aiwyn

  The issue affecting automated statement sending has been resolved. The underlying cause has been corrected, the affected client and contact records have been restored to their previous state, and automated statement sending has been re-enabled. As a precaution, we restored statement sending in staggered batches today with active monitoring at each step, and have not observed any further unintended sends. Normal service is fully restored. We have reached out directly to the small number of firms whose clients were affected by an unintended statement during this incident. If you have not heard from us individually, your firm was not impacted. We are sorry for the disruption this caused, and appreciate your patience while we worked through it.