Secure client area.

Gibson Capital Reporting

We offer our clients a wide range of customized Gibson Capital reports and documents. Available by request, these can include:

  • Performance reports
  • Portfolio appraisals
  • Tax planning reports
  • Retirement plan administration reports
Client Portal

We post quarterly performance reports, billing invoices, and custodial forms directly to our secure client portal to make it easy and simple for you to review, download, or print your information.

To access your documents or to send us a form or document, please click the button below.

Send Us a File

We use ShareFile’s encrypted web portal to send and receive documents securely. To return a form or document to us, simply click the link below to send your file to our Operations Team. Be sure to select Gibson Capital Operations before uploading your file.

Send Us a File

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