How Financial Services Can Be Handled From Comfort Of Your Home In 2021

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If there’s one thing the pandemic has made clear, it’s that many things can be handled from home. Consumers were already comfortable online shopping and ordering food online, but what they’ve discovered between lockdowns and quarantine measures is that a host of other services can be handled from the comfort of their laptops, be it grocery shopping, happy hour, or financial services consulting. 


Even the necessary step of talking to an accountant can now be done with a virtual meeting held via video conferencing. 

In this guide, we’ll look at a variety of financial services that you can handle in 2021 from the comfort of your own home.

Apply for a Mortgages

Gone are the days when applying for a home mortgage meant long hours filling out forms at a lender’s office. Today, not only can you apply with many lenders via your computer, you can even do it from a mobile device, like your phone, on some apps. 

The speed and simplicity of these new technologies allow future home buyers to quickly gauge what kind of funds they’ll have to work with, allowing them to act faster in a competitive buyer’s market. 

Check Online Banking

While visiting a bank in person can be reassuring, when you just need to check your checking account balance on the fly, virtual banking is a godsend. Today nearly everything can be done from the touch of your smartphone, be it paying bills, investing in an IRA, adding money to a savings account, or transferring funds to a friend or family member.

Banking online has also evolved to include real-time virtual assistance, so if you do need help beyond an FAQ page, you can find it via text assistant with a real customer service rep or a callback call to help you further.

Trading Goes Virtual

Today, anyone can dabble in the Stock Market. Just look at the recent GameStop news for further proof. And you don’t have to be a Wall Street day trader in New York City to make it happen.


A computer, an internet connection, and a general understanding of trading are all that’s necessary to get in on the game. And thanks to a variety of platforms, you can check on your shares from the comfort of your cell phone whenever and wherever you want. 


Update Your Security

Many people have security concerns, especially concerning their money. And understandably so. Fortunately, the tech industry understands this and many stringent standards have been put into place, giving you ways to protect your hard-earned money. Now, rather than a long face-to-face chat with a bank manager to figure out how well protected your investments are, you can simply go online to update passwords, confirm access, and move cash in order to make sure you are on top of your wealth.


File Taxes Online

You’ve likely heard of TurboTax, but did you know it’s not the only tax filing software? There are numerous businesses that offer online tax filing services so you can do the hard work of tallying what you may or may not owe from your home computer. 


The beauty of these programs is they give the taxpayer more time to work on their filings so you don’t have to have all of your documents, receipts, etc. ready to go in one short window. Instead, you can take your time and find out exactly what your tax bill may be without the stress of collecting and carrying a box of financial documents to a CPA’s office. 


Talk to Your Personal Accountant

All that said, sometimes a bank bot or an FAQ just might not have all of the answers you’re looking for. When that happens you might really need to speak to a financial expert. Fortunately, with the help of online video platforms, speaking to a respected financial advisor is easy. 

All you need to do is set up a time and date you can talk to someone with the expertise to answer any and all of your questions, from tax consulting to investment advice. Consultations can happen over Zoom or Google Meetings, through whatever platform you prefer and give you the peace of mind that comes with knowing a person with years of experience in the field have reviewed your documents and recommended a positive path forward.

This is all to say that if handling your money online gives you pause, reach out to a professional financial services agent for help. Not only can they give advice related to your finances, but they can also walk you through the steps to start using the internet and its various applications to make banking, investing, and even filing taxes easier. 


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