REDW Client Center

Wealth Portal

Access for REDW Wealth Clients – See your Account Performance, Asset Allocation, Holdings, Capital Flows, Realized Gains/Losses and Transactions, and Quarterly Reports.

• Wealth Client Portal

Payment Portal

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.

• Login to Your Account
• About Payment Portal

Check Payments

REDW has implemented a new remittance bank lockbox address for all check payments:

REDW LLC
PO Box 561616
Denver, CO 80256-1616

To ensure that payments are applied correctly, please include client and invoice numbers.

• REDW Bank Lockbox FAQ

Billing

• Contact the Billing Department
• Update Your Contact Information
• Contact us about Financing Options

Software 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 a 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.

• See Upcoming Classes

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.

• TaxCaddy

LCvista

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.