Review and sign the required Momentum Services agreements

In order to get full access to the financial coaching plan, please review and sign the required agreements.

Download Parthean from the App Store from your iOS mobile device

In order to access chat with coach Sarah, you’ll first need to set up an account with Parthean. You can download Parthean from the App store on your iOS device.

Create a Parthean account

After Parthean finishes downloading from the App Store, open the app and click “Get Started.” Choose your preferred sign-up method and continue through the onboarding steps.

Link your accounts

Parthean uses Plaid to securely link your financial accounts. If Plaid doesn’t support your institution, you can manually add accounts as well. If you forgot some of your log-ins, don’t worry; you can add more accounts later, too.

Enter your unique invite code provided in your payment confirmation email

When getting to the “Choose Your Plan” screen, click on “Enter invite code.” Copy and paste your unique invite code provided in your payment confirmation email.

Note: This unique invite code will give you full access to the Parthean app. You do not have to subscribe again.

Grant permissions to Coach Sarah

In order to get the most out of your coaching plan with Sarah, grant her access to your account data. You can choose your permissions preferences.

Optional: Confirm your identity to access auto-transfer and auto-pay features

With Parthean, you can set up auto-transfers to your savings accounts or auto-pay to your credit card and student loan bills. This step is optional.

Complete onboarding 🎉

Congrats! You’ve successfully set up your Parthean account. You can now start chatting with your coach, Sarah, and have access to other features like AI-powered insights, personal finance tools, and more.

Send your first chat to Sarah

You can access chat by clicking on the top left Apps icon > My Coach.