New Mexico Office
7425 Jefferson St NE
Albuquerque, NM 87109
(505) 998-3200
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Introducing a New Online Payment Portal
REDW clients, we want to improve your payment experience by making it easier and more convenient, which is why we’re introducing a new Online Payment Portal. This new feature will allow you to make online payments, set up recurring payments, and pay multiple invoices at once – plus make payments with just one click directly from your invoice.
We offer our clients the opportunity to continue to pay by check or, for balances over $10,000, with QuickFee financing.
Wealth Client Portal
See your Account Performance, Asset Allocation, Holdings, Capital Flows, Realized Gains/Losses and Transactions, and Quarterly Reports.
Access Wealth Client PortalTechnology 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 TicketSoftware 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 ScheduleTaxCaddy
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 TaxCaddyLCvista
As a registered CPE sponsor with NASBA, REDW offers webinars and technical training courses, both free and for purchase, through our online LCvista platform. 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.
Login to LCvistaHave questions? Looking for something specific? Let us know!
If you can't find what you're looking, let our knowledgeable team lend a hand. Our team is happy to help guide you to the right answers and solutions.
We're Here to Help! Send Us a MessageArizona 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
