IBKR account name for Trust with Corporate Trustee

I’ve recently setup an account with Interactive Brokers for my trust with corporate trustee.

The account name for the IBKR account is the trust name and they do not seem to provide a way to specify an account designation. The account name for my AU brokerage account is in the format:

COMPANYNAME <TRUSTNAME A/C>

I’ve not had any luck with IBKR support in providing a way to have the name formatted this way. They request proof of a name change which I cannot provide as there has not been a name change.

I’m thinking that it could be problematic having brokerage account names that don’t match as it will not be possible to transfer holdings between the accounts plus had I thought it was a requirement to have the account name structured this way.

See link below for details:

I’m interested to hear how others have dealt with this.

Thanks

 

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