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Touchstone Advisors, Inc.
- Finance
- Cincinnati, OH
About this business
Location details
303 Broadway St 1100, Cincinnati, OH, 45202, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
It's taken me month to transfer my account into my own name as I am input as a minor. It's impossible to withdraw my investments without this change. They have sent me the wrong forms twice and have made it incredibly difficult to work with them.
Trying to deal with them for my mom's estate has been a complete nightmare. Very long hold times, refusing to connect me with a supervisor, blaming "systems being down" for their inability to answer even simple questions. Don't trust them, and certainly don't invest with them.
I've been trying to track down an old 401(k) account that allegedly got transferred to TouchStone. The woman on the phone tried her best to help me. But the ultimate solution is me sending a "letter of instruction" to their "back office" to get more information regarding my account. It's 2026, why dont you have updated systems to easily keep track of people's accounts.
They are polite and competent at their overseas call centers but it is so tedious to reach them and I seem to always be locked out of an account I have had for years. I appreciate security but don't understand why this access issue doesn't exist at any of my other brokerages.
Wish I could give zero stars. I received an email prompting me to log into my account. After resetting my password and receiving a 4-digit PIN via text, the system still wouldn’t allow access. I called customer service for help and was met with complete incompetence. The first representative was unhelpful and, frankly, ignorant—claiming they “could not find” a supervisor. It took nearly an hour to finally reach one. Both the representative and the supervisor demanded my account number, which I do not have because I’m paperle... read more
Frequently asked questions about Touchstone Advisors, Inc.
How is Touchstone Advisors, Inc. rated?
Touchstone Advisors, Inc. has a 1.7 star rating with 15 reviews.
When is Touchstone Advisors, Inc. open?
Touchstone Advisors, Inc. is closed now. It will open tomorrow at 9:00 a.m.
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