Client Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

Links to Portal Apps

Link to directions for setting up and using the secure portal:

Using a Berkley, Iselin & Lotz secure portal

For help logging in to portal, or for portal questions, please email portalquestions@bicpa.com

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Check the background of Robert Berkley on FINRA's BrokerCheck.

ProEquities provides financial products and services, and does not provide or supervise tax or accounting services. Advisors may provide tax, accounting, or other services through their independent outside business, but these services are separate and apart from ProEquities.