Welcome REDW Clients

REDW Client Resources & Access Points

Online Payments

REDW is a partner of QuickFee, a third-party payment company, to enable our clients to quickly and easily pay their professional fees through Credit Card1, EFT/Bank Transfer, or Financing2.

Wealth Client Portal

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

Technology Solutions Support

Submit a support ticket for assistance with MIP, Microix, Sage Intacct, PowerBI, Traning, or general inquiries. A REDW Technology Solutions team member will respond as quickly as possible; most responses will be within 24hrs Monday thru Friday.

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.

LCVista

Online learning portal for CPE Credit

• Learn with LCVista

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

REDW Insights

Feb 6, 2023 Tax Talk on Defined Contributions Plans
Jan 30, 2023 How will the SECURE Act 2.0 Impact Retirement Plans in 2023?
Jan 24, 2023 Thoughts on Investing: After a Very “Full” Year, What to Expect in 2023

QuickFee

1 – A 3.5% surcharge will be applied to all credit card transactions.
2 – QuickFee offers an easy, no-hassle way for you to spread the cost of your invoice(s) totaling $2,000 or more over 12 monthly payments. (Interest applies. Please call the REDW Finance Department at (505) 998-3200 for shorter term options. No early payout/termination fees apply.)