As per SEBI compliance, it needs to be done at least once in a calendar quarter.
In case of any one of the following conditions, account will be auto-settled without the need for transfer funds / securities to client account
On any given day:
a. If intraday/delivery turnover in cash segment is more than or equal to total funds and securities.
b. Min. 50% of total margin deposited (cash + collateral) is used by outstanding FO position.