Employee Benefits May Include the following:

401k, Pension, Retirement, Retiree, Health Insurance, Medical, Vision, Dental, IRA, Competitive Base Pay, Quarterly Bonus, Paid Time Off, Weekly Pay, Medical, Dental, Vision, Insurance, Health Savings Account, Flexible Spending Accounts, Short-Term and Long-Term Disability, Paid Family Medical Leave, Bereavement, Jury Duty and Parental Leave, Life, Dependent and Accident Insurance, Critical Illness Insurance, Savings Plan 401(k), Company Paid Retirement Benefit, Employee Stock Purchase Plan, Paid Holidays, Flexible Spending Accounts (FSAs), Health Savings Account (HSA), Time Off and Flexible Days, Group Legal Plan, Group Home Auto Insurance, Pet Insurance, Employee Discounts, Adoption Reimbursement, Tuition Reimbursement and Student Loans, Well-Being Programs, etc…

Charles Schwab Benefits Center: 


Monday until Friday, 7:00 a.m. to 11:00 p.m., ET

Company Summary:

The Charles Schwab Corporation is an American multinational financial services company based in Westlake, Texas. They offer banking, commercial banking, electronic trading platform, as well as wealth management advisory services to both retail and institutional clients. Charles Schwab has more than 360 branches in the US and UK. They are ranked as 13th largest banking institution in the US with more than $3.3 trillion in client assets.

It was founded in 1971 as Charles Schwab & Co. by Charles R. Schwab. The company initially capitalized on the financial deregulation of the 1970s to initiate discount sales of equity securities. The bank expanded into Seattle after the flagship opening in Sacramento. This happened before the 1980s economic expansion financed the bank’s investments in technology, automation, and digital record keeping. In 1983, Bank of America purchased it for $55 million. Three years later, Schwab was prompted to buy his company back for $280 million due to the profitability of the bank’s no-charge mutual funds.

Charles Schwab invests in their employees and their future by providing them with a valuable benefits package that helps them stay health while also giving them complimentary financial advice.

Quick Summary of Benefits:

As of 2021, they have a record of approximately 32,000 employees in their organization.  Their employees may join in a wide selection of benefit programs as soon as they become eligible.  They may be eligible to the following benefits once they are qualified:

  • Health Insurance
  • Dental Insurance 
  • Vision Program
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Life Insurance
  • Supplemental Life Insurance
  • Occupational Accident Insurance
  • Disability Insurance
  • Mental Health Care
  • Accidental Death and Dismemberment Insurance
  • 401K Plan
  • Retirement
  • Performance Bonus

Some of their benefits also include the following:

  • Maternity and Paternity Leave
  • Military Leave
  • Fertility Assistance
  • Work from Home
  • Vacation and Paid Time Off
  • Paid Holidays
  • Sick Days
  • Sabbatical
  • Volunteer Time Off
  • Bereavement Leave
  • Employee Discounts
  • Gym Membership
  • Employee Assistance Program
  • Legal Assistance
  • Job Training
  • Professional Development
  • Diversity Program
  • Apprenticeship Program
  • Tuition Assistance

Please note that the full list of benefits available to new employees varies from location to location due to differences in local laws, regulations, and customs – and may change at any time.

Your Benefits Resources Website:

The YBR Web site is available 24 hours a day, seven days a week. YBR provides information, tools and calculators to help you:

  • Learn how your benefit plans work.
  • Understand the expenses and services that your options cover.
  • Build your own medical plan, selecting from various coverage options.
  • Compare health care and insurance options.
  • Estimate your out-of-pocket costs for your medical options.
  • Search for doctors, dentists, and eye doctors online using the criteria you enter.
  • Choose or change your beneficiary(ies).
  • Estimate your need for:
    • Life and long-term disability insurance coverage; and
    • A health care and/or dependent care spending account.
  • Get answers to questions about your benefits. Use the “Contact Us” link on the site to send a secure question to a Customer Service Representative.

Information on your health and welfare, 401(k), pension and FSA benefits. For example:

Health and welfare

  • View your current health and welfare benefits coverage
  • Make enrollment decisions


  • View your current 401(k) balance and change contributions
  • Make fund transfer and investment election changes


  • If you are eligible for a pension benefit:
    • View your pension information
    • Project your pension income
    • Start your pension
    • Make beneficiary designations and changes (if applicable)


  • Manage your FSA(s)

General Tasks:

  • Request a new User ID and password or change your existing User ID and password
  • Learn more about your benefits
  • Review, add or change your dependent or beneficiary information on file (if applicable)
  • Understand how a Life Event may affect your benefits

This image has an empty alt attribute; its file name is icongearmanager-1-e1572620555362.pngManage Your Benefits Resources | Charles Schwab Corporation Staff Member / Employee Account

Current Employees – Login / Sign in:

  1. Visit this link in your preferred internet browser on your device.
  2. Type in your Login ID in the space provided at the upper right portion of the page.  
  3. Type in your current Password in the space provided.
  4. Select the blue “Log in” button to proceed.
  5. Continue to move forward until you get to your account.

New Employees – Register / Enroll:

  1. Visit this link in your preferred internet browser on your device.
  2. Select the “New User” link found below the login details on the page at the upper right portion of the page.
  3. Type in your Social Security Number in the space provided.  
  4. Enter your Date of Birth in the spaces provided.
  5. Type in your Home Address ZIP Code in the space provided.
  6. Type in your Last Name in the space provided.
  7. Type in your Suffix, if applicable, in the space provided.
  8. Select the green “Continue” button to move forward.
  9. Continue to move forward and provide every important information that is asked of you to create a new account online.

You will be directed to your account details where you may start to manage or review as soon as your registration has been successfully completed.

Helpful PDF links:

Awards for Charles Schwab:

  • Included in Fortune’s World’s Most Admired Companies in 2021.
  • Named among the Top 50 World’s Most Admired Companies by Fortune in 2020.
  • Human Rights Campaign named them as one of the Best Places to Work for LGBTQ Equality in 2020.