Make an Online Payment, access your Client Portal, and more!

Welcome REDW Clients

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.

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.

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.

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.


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.


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.

New Mexico Office

7425 Jefferson St NE
Albuquerque, NM 87109
(505) 998-3200

Arizona Office

5353 N 16th St, Suite 200
Phoenix, AZ 85016
(602) 730-3600

Oklahoma Office

1225 N Broadway Ave, Suite 200
Oklahoma City, OK 73103
(405) 543-1410