Client Center

Online Payments

REDW uses QuickFee, a third-party payment company, to enable our clients to quickly and easily pay their professional fees by Credit Card, EFT/Bank Transfer, or Financing.

• Make an online payment

Please note:

• _{A 3% surcharge will be applied to all credit card transactions.}
• _{QuickFee also offers loans and ACH automatic payment plans. Please call the REDW Finance Department at (505) 998-3200 for more information.} 

Wealth Client Portal

See your Account Performance, Asset Allocation, Holdings, Capital Flows, Realized Gains/Losses and Transactions, and Quarterly Reports.

• Access Wealth Client Portal

Technology Solutions Support

Submit a support ticket for assistance with MIP Fund Accounting, Microix, Sage Intacct, or PowerBI Training, or for general inquiries. An REDW Technology Solutions team member will respond as quickly as possible during normal business hours, typically within 24 hours.

• Submit Client Help Ticket

Software Training

Earn CPE credit with MIP Fund Accounting & Microix Software and application training. Gain relevant and in-depth knowledge from REDW’s certified and experienced trainers.

• 2023 Software Training Schedule

TaxCaddy

TaxCaddy is a REDW client collaboration platform to gather and share your tax documents. Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security.

• Login to TaxCaddy
• Request a TaxCaddy invitation

LCvista

As a registered CPE sponsor with NASBA, REDW offers many informational webinars and technical training courses, both free and for purchase, through our online LCvista platform, REDW Insights. Browse our online learning catalog for opportunities to earn Continuing Professional Education (CPE) credit. To access the platform and enroll in upcoming courses, you must first become a registered user.

• Request LCvista access as a registered user
• Log into LCvista