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

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.)