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:
Tax planning reports
Retirement plan administration reports
We’re happy to announce that clients who have been receiving mailed performance reports now may choose to receive them via the client portal. Contact your advisor to request changes to your delivery method. As always, monthly reports generally are available around the tenth business day of the month. Keep your eyes on this page for more developments.
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 or Advisory Team. Be sure to select your recipient before uploading your file.