Privacy Policy

We Respect Your Privacy

Thank you for your decision to invest with us. Touchstone and its affiliates have always placed a high value on the trust and confidence our clients place in us. We believe that confidence must be earned and validated through time. In today's world, when technology allows the sharing of information at light speeds, trust must be reinforced by our sincere pledge to take the steps necessary to ensure that the information you share with us is treated with respect and confidentiality.

Our Pledge to Our Clients

  • We collect only the information we need to service your account and administer our business.
  • We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information.
  • We make every effort to ensure the accuracy of your information.

We Collect the Following Nonpublic Personal Information About You:

  • Information we receive from you on or in applications or other forms, correspondence, or conversations, including, but not limited to, your name, address, phone number, social security number, assets, income and date of birth; and
  • Information about your transactions with us, our affiliates, or others, including, but not limited to, your account number and balance, payment history, parties to transactions, cost basis information, and other financial information.
  • Through cookies, we capture your IP address (the number assigned to your computer when you use the Internet), your domain name, browser and platform types, time you accessed our site, and your activity while on our site. Please read our Cookies Policy for more details. We do not use Web Beacons to monitor your activity on our site.
  • One third party service we use is Google Analytics. To see how Google Analytics collects and processes data, please visit www.google.com/policies/privacy/partners/

Categories of Information We Disclose and Parties to Whom We Disclose

We do not disclose any nonpublic personal information about our current or former clients to nonaffiliated third parties, except as required or permitted by law.

We Place Strict Limits and Controls on the Use and Sharing of Your Information

  • We restrict access to nonpublic personal information about you to authorized employees who need the information to administer your business.
  • We maintain physical, electronic and procedural safeguards that comply with federal standards to protect this information.
  • We do not disclose any nonpublic personal information about our current or former clients to anyone, except as required or permitted by law or as described in this document.
  • We will not sell your personal information to anyone.

Privacy while Online

We employ safeguards to keep your information private and secure while you are online. Specific Internet practices include:

  • Use of Secure Sockets Layer (SSL) technology to encrypt transmitted data.
  • Maintaining firewall barriers and authentication procedures to prevent unauthorized access.
  • Use of Cookies.
  • Testing the strength of our security in order to maintain a secure website.
  • Monitoring our computer networks.

Protecting Children’s Privacy

We recognize the importance of protecting children’s privacy. It is our policy to never knowingly collect personal information from children under the age of 18. Children who do wish to transmit information to us must have written permission from a parent or legal guardian.

Cookie Policy

Use of Cookies

We use "cookies" to record information while you are on our website. A "cookie" is a small text file that is stored on your hard drive whenever you visit us. Cookies help us personalize your session, making your movements through our site faster and easier. Our web server sends cookies securely. We do not use cookies to collect information for distribution to third parties. Third parties, including our service providers, may collect information about your online activities over time and across different websites, including when you visit our website. These companies may place anonymous cookies on your computer. These third party cookies help us provide relevant marketing to you when you visit, or based on your activity, on our website or third party websites. They do not contain personally identifiable information.

You can set your browser to accept all cookies, block all cookies, or send a message when a cookie is being sent. Please be aware that if you reject or disable cookies on your web browser, parts of our website may not be available to you.

To set cookie preferences when using Internet Explorer:

  • On the Menu bar, select Tools-Internet Options.
  • Select the Privacy tab.
  • Drag the slider to the security level you want. The text will indicate what types of cookies you have blocked.

To set cookie preferences when using Firefox:

  • Select Tools-Options-Privacy.
  • Select "Cookies".
  • Use the check boxes and drop-down menus to set your general preferences.
  • Click the "Exceptions" button to block or permit cookies from selected sites.
  • Click "OK".

If you are using another browser, the Help function can help you learn how to set cookie preferences.

We May Provide Information to Service Your Account

Sometimes it is necessary to provide information about you to various companies such as transfer agents, custodians, broker-dealers and marketing service firms to facilitate the servicing of your account. These organizations have a legitimate business need to see some of your personal information in order for us to provide service to you. We may disclose to these various companies the information that we collect as described above. We require that these companies, including our own subsidiaries and affiliates, strictly maintain the confidentiality of this information and abide by all applicable laws. Companies within our corporate family that may receive this information are financial service providers and insurance companies. We do not permit these associated companies to sell the information for their own purposes, and we never sell our customer information.

This policy is applicable to the following affiliated companies: Touchstone Funds Group Trust, Touchstone Strategic Trust, Touchstone Variable Series Trust, Touchstone Institutional Funds Trust, Touchstone Securities, Inc.,*

* Touchstone Securities, Inc. serves as the underwriter to the Touchstone Funds and is a registered broker-dealer and member FINRA/SIPC.