Financial advising, accounting, tax, valuation, and wealth management

REDW Client Center

Your trusted partner, exploring future growth with creative, client-first solutions

New Address for Check Payments

To reduce the potential for fraud and theft, REDW has implemented a new remittance bank lockbox address for all check payments. We encourage clients to make payments via our Online Payment Portal however, if you wish to pay by check, effective immediately, please send checks to:

REDW LLC
PO Box 561616
Denver, CO 80256-1616

To ensure that payments are applied correctly, please include client and invoice numbers. Please send any other mail correspondence one of our office addresses, or contact our Billing Department.

Billing Connections

Online 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.

Access Online Payment Portal

Wealth Client Portal

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

Access Wealth Client Portal

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.

Submit 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.

2023/2024 Software Training Schedule

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

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.

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